Wealthbox + White Swan

Modern CRM integrated with customized life insurance options!

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Overview

White Swan is a digital brokerage platform that gives advisors the ability to offer life insurance products through an easy-to-use digital experience that adheres to high best-interest standards. The integration between Wealthbox and White Swan allows advisors to import contacts from Wealthbox and start requests for custom life insurance plans. These plans can be shared in seconds or filled out by advisors on behalf of their clients. Requests, case progress, and earning events are also automatically noted in both Wealthbox and the White Swan dashboards.

You can send a contact from Wealthbox directly to your White Swan account. Imported contact information is used to start plan requests and pre-fill client applications.
You can send a contact from Wealthbox directly to your White Swan account. Imported contact information is used to start plan requests and pre-fill client applications.”Imported contact information is used to start plan requests and to pre-fill their application.
Easily start a plan request – select your client’s primary goal and policy type. If you don’t know the plan type they’re looking for, White Swan can help recommend a plan based on their goals and preferences. Advisors can complete plan requests on their clients behalf or share them via email, text, or secure link.
Easily start a plan request – select your client’s primary goal and policy type. If you don’t know the plan type they’re looking for, White Swan can help recommend a plan based on their goals and preferences. Advisors can complete plan requests on their clients behalf or share them via email, text, or secure link.
Track progress and manage case preferences from your partner dashboard.
Track progress and manage case preferences from your partner dashboard.
Notes are posted to Wealthbox for plan requests, case progress, earnings events, and more. Notifications may be enabled/disabled from your White Swan partner dashboard.
Notes are posted to Wealthbox for plan requests, case progress, earnings events, and more. Notifications may be enabled/disabled from your White Swan partner dashboard.

Resources

Recorded webinar

How Advisors Use White Swan + Wealthbox to Find the Best Life Insurance Solutions

View recording

Blog post

Wealthbox Partners with White Swan to Help Advisors Fulfill Their Clients’ Life Insurance Needs

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Pontus Lagerberg, CEO of White Swan
“We’re thrilled to launch the White Swan integration with Wealthbox, empowering wealth managers to seamlessly offer any type of life insurance products to their clients with high best-interest standards. Combine the powers of Wealthbox with White Swan to complement your existing offerings and create a new revenue stream.”

Pontus Lagerberg, CEO of White Swan

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