White Swan
app.whiteswan.ioWhite Swan helps life insurance teams speed up the quoting and referral process by turning plan requests and referred client information into ready-to-submit, up-to-date data. The platform focuses on reducing manual copying and chasing updates, so advisors can move faster from a new request to a completed plan with fewer errors. It’s designed to keep referral and earnings information current as new activity comes in, improving visibility across the pipeline.
White Swan helps life insurance teams reduce admin work during quoting and referral handoffs. With BOBs connected, you can automatically submit complete plan requests with pre-filled details, sync referred client information so nothing gets lost between steps, and keep referral/earnings records accurate as new activity lands. That means fewer back-and-forth messages, less re-keying, and faster turnaround from “request received” to “quote in motion.”
BOBs can also listen for new lifecycle signals—like new personal plans and new earnings events—and use them to drive follow-up actions across your other tools (for example: updating records, notifying the right owner, or preparing the next quote step) so your pipeline stays current without manual tracking.
What can BOBs do with White Swan?
Perform actions
- Create Pre-fill Info
- Get Referred Clients Info
- List Client Email Options
- Submit Complete Plan Request
Listen to real-time events
- New Earnings Event
- New Personal Plan