White Swan integration
White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.
What your agents can do with White Swan
5 pre-built White Swan tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Submit Complete Plan Request
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements.
Get Referred Clients Info
Retrieves information about clients referred from the user's White Swan account.
Create Pre-fill Info
Imports client data for pre-filling applications to enrich the user experience.
Triggers (2)
New Personal Plan
Emit new event when a customer creates a personal plan.
New Earnings Event
Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
Set up White Swan in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your White Swan account
In Relevance AI, open Integrations and add White Swan, then paste your API Key. You will find it in your White Swan account settings.
Use White Swan in an agent
Create a tool, add a White Swan tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put White Swan to work in your agents
Connect White Swan alongside 1,800+ other integrations and let your agents run the busywork.