About White Swan

White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.

White Swan operations on Zapier

Start a workflow when this happens

Application for Plan Finished — Triggers when someone finishes an application for a personal plan that has been requested through one of your pages.
New Application Started — Triggers when someone starts an application for a personal plan that has been requested through one of your pages.
New Earnings Event — Triggers when a new earnings event is created for your White Swan account (credit from referring clients/other partners or payouts).
New Personal Plan — Triggers when one of your clients receive a personal plan.
New Plan Change Request — Triggers when one of your referred clients submits a change request for a personal plan they've received.

Show 4 more triggers

New Plan Delivered — Triggers when a plan offer is accepted, delivered, and put in-force for a client referred through one of your pages.
New Plan Offered — Triggers when an insurance plan is offered from an insurer to a client you referred through one of your accounts pages.
New Plan Request Finished — Triggers when someone finishes requesting a new personal plan through one of your accounts pages.
New Plan Request Started — Triggers when someone starts requesting a new personal plan through one of your accounts pages.

Things Salesflare can make it do

Create Pre-Fill Information — This action imports data about a client that can be used to pre-fill applications and improve user experience.
Start a Plan Request — This action will create a new plan request with information you provide, and will return a URL to complete the request. Any questions that covers information you have provided will be skipped when using your returned URL.
Submit a Complete Plan Request — This action will create a new complete quote request with information you provide. This action requires more data points than the action that starts a new plan request, and won't return a URL to fill information that wasn't submitted with this action.

Look up existing records

Get Account User(s) Info — This action will retrieve information about users on your White Swan account. To retrieve information about a specific user, you can use their email.
Get Earning Event(s) Info — This action will retrieve information about earnings events within your White Swan account. You can filter events by referring account user, client, and lookback period.
Get Personal Plan(s) Info — This action will retrieve information about personal plans associated with your account.
Get Plan Request(s) Info — This action will retrieve information about plan requests made through one of your pages.
Get Referred Client(s) Info — This action will retrieve information about clients referred from your White Swan account. To retrieve information about a specific client, you can use their email.

White Swan and Salesflare