Today, Wealthbox is excited to announce an integration with White Swan, 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 with clients 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.
How it works
Setting up the integration is easy. Once a Wealthbox account has been connected with White Swan, advisors can simply send contacts from Wealthbox to White Swan to start plan requests and to prefill applications.
From there, plan requests can either be shared via email or text with clients, or executed on their behalf.
Advisors will then have the ability to track things like plan requests, case progress, earning events, and more by selecting what they’d like to be notified about in the form of a note back in Wealthbox.
“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,” said Pontus Lagerberg, CEO of White Swan. “Combine the powers of Wealthbox with White Swan to complement your existing offerings and create a new revenue stream.”
“Wealthbox is happy to have White Swan part of the Wealthbox wealth-tech community,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This integration will help advisors save time and reduce redundant data entry in efforts to help streamline the life insurance application process. “
Enable the integration today to start taking advantage of the White Swan platform!