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White Swan
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.
Start freeTools
4Last update
1 week agoCategory
Commerce
Works with
WhatsAppFacebookInstagramWeb
AI Compatible
ChatGPTClaudeGemini
Tools
Create Pre-fill Info
Imports client data for pre-filling applications to enrich the user experience. See the documentation
Get Referred Clients Info
Retrieves information about clients referred from the user's White Swan account. See the documentation
List Client Email Options
Retrieves available options for the Client Email field.
Submit Complete Plan Request
Creates a new comprehensive quote request based on the information provided and generates the final quotation without further data requirements. See the documentation