white-swan
White Swan is a B2B, white‑label, no‑code life insurance distribution platform that enables agencies, brokerages, carriers, and financial firms to digitize end‑to‑end life and long‑term care insurance sales with AI‑enabled tools, multi‑carrier forms, instant quotes, and integrations.
white-swan is finance software teams evaluate for content & marketing. Use this page to review pricing, integration signals, and the best alternatives before you commit.
Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.
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Quick Overview
Best for: Content & Marketing
What it does
Finance software for decision-makers comparing workflow fit and alternatives.
Best fit
Content & Marketing
Pricing snapshot
Free
Next step
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white-swan
White Swan provides a white‑label, no‑code digital platform for life and long‑term care insurance distribution. The platform is designed for professional users—agencies, brokerages, BGAs/IMOs, carriers, RIAs and other financial distributors—allowing them to offer any life or LTC product digitally through branded portals, embedded flows, or outsourced operations. Core capabilities highlighted include AI‑enabled landing page creation, multi‑carrier application forms (HIPAA & SOC2 compliant), instant quoting across dozens of carriers, and integrations via Zapier or a documented API.
The product aims to digitize and streamline the end‑to‑end sales process (needs analysis, sample plans, quotes, proposals, change requests, applications, underwriting communication and secure uploads) and supports both self‑service client journeys and agent workflows while preserving branding and compliance controls.
AI-powered, no-code platform for life & LTC insurance distribution.
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Claim this page for a one-time $29 to add pricing, features, screenshots, verified owner details, and a clearly labeled 30-day category position after the profile is live.
Claim this listing for $29Key Features
AI‑Enabled Landing Page Builder
Lightweight, AI‑powered landing page builder to create landing pages quickly and link them with client journeys for buying insurance.
Needs Analysis Module
Self‑service needs analysis that educates clients and provides initial policy type recommendations based on goals and preferences.
Sample Plan & Digital Proposals
Generate sample plans and visualizations of policy values and deliver digital proposals that visualize key metrics from illustrations.
Quote Requests & Instant Quotes
Instant quotes from 30+ carriers and custom quote visualization for other carriers or product types.
Multi‑Carrier Application & Underwriting
HIPAA & SOC2 compliant multi‑carrier application form covering most products including suitability questions, with secure upload module for underwriter requests.
No‑Code White‑Label Portal
Launch a fully branded insurance portal in minutes with no coding required; embed and customize styling to fit brand.
Integrations & Automation
Integrate with 6,000+ apps via Zapier or build custom integrations using the platform API.
Outsourcing Option
Option to outsource life insurance operations to White Swan while maintaining branded client experiences and placement quality.
Pricing
The site promotes calls to action such as 'Start For Free' and 'Try For Free', but no detailed pricing or plan terms are listed on the page.
Use Cases
Digitize insurance sales for agencies and brokerages
Provide end‑to‑end digital client journeys (needs analysis → quote → application → underwriting) to increase conversions and agent efficiency.
Launch a white‑label insurance portal
Create a branded portal for clients and agents without coding to offer any life or LTC product digitally.
Embed insurance purchase flows in marketing
Use AI landing pages and embedded journeys to capture digitally native prospects and improve online/offline marketing conversions.
Outsource operations and distribution
Outsource administration and fulfillment to White Swan while keeping client relationships and branding intact.
Integrate digital distribution into existing tech stacks
Connect the platform to CRMs, automation, and analytics via Zapier or the API to consolidate workflows and data.
Integrations
Zapier
No‑code automations to connect White Swan with 6,000+ apps and build integrations quickly.
White Swan API
Platform API for building custom integrations and automations (API Docs referenced on site).
Multiple Carriers (30+)
Instant quotes available from 30+ carriers and ability to add custom quote sources for other carriers.
Benefits
Limitations
No verified limitations are available.
Frequently Asked Questions
No verified FAQs are available.
Getting Started
- 1 Step 1: Visit whiteswan.io and click 'Start For Free' or 'Schedule Demo' to explore the platform.
- 2 Step 2: Sign up for an account or request a demo to evaluate features and onboarding options (white‑label or outsourced).
- 3 Step 3: Configure your branded portal using the no‑code tools, connect carriers/quote sources, and integrate with Zapier or the API as needed.
Support
Docs
Knowledge Base and API Docs referenced on the site.
AI Q&A
AI Powered Q&A resource available via the platform's resources.
Webinars & Blog
Webinars and blog resources listed for education and product updates.
Demo / Sales
Schedule Demo call option to learn about the platform and request walkthroughs.
Contact
Contact page referenced on the site for inquiries and support.
API
API Docs referenced on the site (link available from whiteswan.io but not provided in the supplied content).
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