White Swan
AI-powered, no-code life insurance distribution platform for advisors, agencies, and fintechs
Overview
White Swan is a life insurance distribution platform for financial advisors, insurance agencies, BGAs/IMOs, fintechs, and registered investment advisors. The platform enables digital end-to-end sales of permanent and term life insurance products, including whole life, indexed life, variable life, guaranteed universal life, linked benefit, long-term care, and final expense coverage.
The platform delivers white-label, embeddable modules for needs analysis, quoting, digital proposals, multi-carrier application submission, and underwriting management. Distributed as SaaS with a public API, it integrates with 6,000+ applications via Zapier and connects directly to Salesforce, HubSpot, and Zendesk. In February 2025, White Swan launched an AI-powered, no-code landing page builder that allows users to assemble end-to-end insurance sales funnels without writing code.
Founded in 2019 by Linus Johnsson and Pontus Lagerberg, White Swan is backed by seed investors including Allianz Life, RevTech Labs Capital, Right Side Capital Management, InsurTech NY, and gener8tor. The platform supports distribution of products from 30+ carriers including Symetra, MassMutual, Nationwide, Pacific Life, and Guardian.
Products & Services
Life Insurance Distribution Platform
White Swan's core platform digitizes the full life insurance sales workflow for financial advisors and distribution partners. Advisors use the platform to assess client needs, generate multi-carrier quotes, send digital proposals, and submit applications to any participating carrier.
Key Features
- Needs analysis and coverage calculator tools
- Multi-carrier quote and sample plan visualization
- Digital proposal creation and delivery
- Multi-carrier application form submission
- Underwriting management and status tracking
- Change request and secure document management
- White-label branding and fully embeddable modules
- Public API for full programmatic access
Target Users: Financial advisors, insurance agencies, BGAs/IMOs, RIAs, fintechs, insurance carriers
AI-Powered Landing Page Builder
Launched in February 2025, this no-code tool allows financial advisors and insurance agencies to build end-to-end insurance sales funnels without programming experience.
Key Features
- AI-assisted page generation
- No-code drag-and-drop funnel builder
- Integration with White Swan quote and application modules
- Customizable branding and domain settings
Target Users: Independent agents, insurance agencies, financial advisors
At a Glance
- Founded
- 2019
- Headquarters
- Pickens, SC
- Employees
- 11-50
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Life insurance distribution digital quoting embedded insurance no-code sales tools
- Insurance Verticals
- Life & Annuity
- Target Customers
- Agents/Agencies, MGAs/MGUs, Carriers, Brokers
Customers
- Lion Street (insurance agency)
- Advisors Strategy (financial advisory)
- Peacefully (insurance services)
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Last updated: 2026-05-18