White Swan just launched a feature allowing partners to seamlessly embed a digital life insurance buying experience with their own website’s style and branding.

In this article, we will cover how you can easily get started in offering any life insurance product through a well-designed, easy to use digital experience, where you can avoid the traditional hassles of offering life insurance products, without compromising on the results for your clients.

TLDR; To embed a life insurance buying experience on your website, sign up for free account, choose the page you want to embed on your dashboard, edit settings to fit your website and business, copy the code, and paste it into your own website.  

What is White Swan Embed?

At White Swan, we’ve spent years building the infrastructure of the optimal life insurance brokerage so that you don’t have to. 

By partnering with us, you can offer high-quality life insurance solutions without any costs and with minimal effort, through a digital experience that can be embedded directly into your website or application with your site’s branding, fonts, and color.

Through our embeddable experience, you can offer the entire universe of life insurance products to your clients through a mix of smart technology and even smarter industry experts that make sure your clients get the optimal life insurance solution for their needs.

When partnering with White Swan to offer life insurance, we handle all compliance, operations, and administration, while letting you create a revenue stream from the business you refer, at no cost to you.

Getting started is ridiculously simple, and will be covered in the coming sections.

Getting Started Step 1: Setting Up Your White Swan Account

The first step to embedding White Swan is to sign up for a free account.

Once you create your account, you will answer a few simple questions and can schedule a call with our partnership team to activate earnings for your account.

When your account is setup, you will reach your partner dashboard, where you can access two different types of pages:

• General pages, which provide access to all different types of life insurance products and include a recommendation engine, which can help recommend a certain product type based on your clients goals and preferences. 
• Product specific pages, which provide access to one specific type of product, such as term life, whole life, indexed universal life, variable universal life, and private placement life. 

Once you’ve identified the page that you want to embed, press the embed button.

In the popup that appears, you should expand embed settings to select the same background color and font as your website.

While we do offer a wide array of royalty-free fonts through Google Fonts, you can also upload your own font if the font that you’re using on your website isn’t in the list.

We support most font formats. If you can’t find your font file, you can search in the place where you’re maintaining your website, or on your local computer, inside Font Book on Mac or Fonts in the control panel on Windows.

Make sure that you upload two separate font files - one for paragraph (normal) text, and one for headlines and bold text.

Once the styling is configured,your embedded White Swan page will have the same colors and fonts as your website, providing a consistent brand experience for your clients.

At this point, you can select the button to copy the embed code and head over to your own website environment.

Getting Started Step 2: Preparing Your Website

Most partners begin by duplicating an existing page and removing everything but your header and optionally your footer.

On the new page, insert the code you copied from White Swan between the header and the footer. 

If you’re using a website builder like WordPress, Squarespace, Webflow, or Wix, this is usually done through adding an element such as “Custom HTML”, “Custom Code”, or “Code Block”, where you can paste the copied code.

If you’re using a builder such as Bubble.io which exposes an option to “Display as an iFrame” or similar, you should check this box.

At this point, your page is set up, and ready to go. Now, you just need to create links to this page from other locations. Some effective locations to place links are:

• On your homepage
• On your separate product/service/solution pages
• In your marketing funnels
• On your blog
• On success pages for other products 
• In communication channels like emails, texts, or social content

Optionally, you may also create your own success page for the plan request experience. Clients will be automatically redirected to your success page after submitting a plan request. On this custom success page, you may cross-sell other products or cultivate your client relationship by allowing them to get in touch with you.

To create a custom success page, build it in your own website environment, copy the page’s link, and head back to your White Swan partner dashboard. Open the full page settings for the page you’re embedding. 

Once at the page settings, expand custom redirects, select yes, and paste the URL of the success page you created.

Getting Started Step 3: Going Live

At this point, you are ready to publish the changes to your site and you should start referring clients and driving traffic to your new page(s).

Once you’re live, you can remain as much or as little involved as you want in your clients’ experiences through your White Swan account.

You can always visit your account to see the current status of your clients’ plans, track earnings, or make changes and customizations to the experience you’re offering your clients.

You may also schedule appointments with your clients’ success managers at White Swan as well as with the White Swan for Partners team for ongoing support in growing your business.

Conclusion

Through White Swan Embed you can easily embed a comprehensive and easy to use life insurance buying experience on your own website, seamlessly integrated with your site’s style and branding. 

Through this experience, your clients can access the entire universe of life insurance products to access powerful benefits that go beyond just protecting loved ones or businesses, allowing for tax-advantaged capital accumulation inside a wide variety of accounts.

By embedding White Swan into your offerings, you can provide a consistent brand experience for a complementary product that will help you create additional revenue streams and increase client retention. 

Getting set up is easy - sign up for a free account, select a page to embed, change the background color and font to match your website, copy and paste the embed code into a page on your own website, and publish. 

Would you like to learn more about how we can help your business grow? Set up a demo call with our partnership team today.