White Swan connector for Okou
Connect White Swan to manage life-insurance plan requests and applications, retrieve partner account data, and track quotes and commissions.
Sales & operations · API key
Use White Swan in Okou
White Swan Partner API for life-insurance plan requests, applications, client and account data, policy searches, illustrations, downlines, and commission tracking.
Once connected, supported White Swan actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with White Swan
- Start a customized White Swan personal plan request.
- Create client pre-fill information for a White Swan plan request.
- Read referred clients associated with the White Swan account.
- Read White Swan commission line items and their filters.
- Onboard a downline agency and its invited users.
- Read the status and results of a White Swan policy search.
- Submit a complete White Swan personal plan request.
- Start a White Swan application for a personal plan.
How the White Swan connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect White Swan
Choose API key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect White Swan securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What White Swan covers
The topics this connector's published operations touch.
- white swan
- whiteswan
- life insurance
- insurance brokerage
- plan requests
- personal plans
White Swan connector questions
- What can Okou do with White Swan?
- Connect White Swan to manage life-insurance plan requests and applications, retrieve partner account data, and track quotes and commissions. Documented actions include: Start a customized White Swan personal plan request. Create client pre-fill information for a White Swan plan request.
- How do I connect White Swan to Okou?
- Connect White Swan using API key. The connection controls which supported actions a workflow can use.
- Can White Swan run in an automated workflow?
- Yes. After it is connected, supported White Swan actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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