White Swan is an integration platform that connects applications with life insurance solutions, allowing for efficient management of client information and insurance requests. Leverage Relevance AI to supercharge your workflows with advanced AI capabilities.
White Swan provides a robust platform for managing life insurance applications and client data. Relevance AI amplifies this by enabling intelligent AI Agents to automate processes and deliver personalized insights.
Predictive Pattern Mastery
Agent harnesses White Swan's pattern recognition engine to forecast market shifts and emerging trends with unprecedented accuracy
Real-time Risk Orchestration
Agent continuously monitors and analyzes multiple data streams to identify and assess potential risks before they materialize
Automated Intelligence Synthesis
Agent seamlessly processes vast amounts of unstructured data to generate actionable strategic insights
Relevance AI seamlessly integrates with White Swan to enhance your life insurance workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A White Swan account
- A Relevance AI account with access to your project and datasets
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The White Swan integration platform utilizes secure OAuth authentication, ensuring that only authorized workflows can access your life insurance solutions. Relevance AI manages API operations (such as GET, POST, and DELETE) seamlessly in the background, allowing you to focus on your core business without worrying about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will operate smoothly, even when dealing with varying data formats. This integration enables automated client referral management, streamlining the insurance application process while ensuring secure data handling.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the White Swan + Relevance AI integration without writing code:
- Start with a clear client data structure: Use consistent field names and formats for client information to ensure smooth data handling.
- Utilize pre-fill forms: Leverage the pre-fill functionality to streamline the data entry process and enhance user experience.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up for accessing the White Swan API.
- Test API calls with sample data: Validate your integration by testing API requests with sample data before deploying to production.
- Monitor API usage: Keep an eye on your API call limits and handle errors gracefully to maintain a smooth integration experience.
