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White Swan

White Swan: Next-gen life insurance distribution platform.

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White Swan is a brokerage platform that digitizes the sales cycle for life insurance and long-term care products, allowing businesses to offer these products through an embeddable, customizable digital experience. It addresses the need to streamline distribution for both agents and clients across products from any carrier, covering the process from initial needs analysis through application and underwriting.

The platform provides modular components including Needs Analysis, Sample Plan, Quote Requests, Personal Plans, Change Requests, Applications, and Underwriting, along with an AI-powered landing page builder. It supports instant quotes from multiple carriers and custom quotes for others, and integrates with external tools through Zapier or its API. The experience can be embedded or white-labeled under a business's own domain without coding.

White Swan is designed for agencies, BGAs/IMOs, carriers, RIAs, and other financial services businesses, with options to either write business on the platform or outsource insurance operations. It offers a free starting option, a demo, and an interactive demo, with plans and pricing details available on its site.

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