White Swan integration
Connect
Connect
Connect
Connect
White Swan
White Swan
White Swan
White Swan
to AI agents.
to AI agents.
to AI agents.
to AI agents.
Connect White Swan's life insurance platform to V7 Go's AI agents to automate quote generation, enrich client data, and streamline referral workflows for financial advisors.
Data Source
Data Source
Data Source
White Swan
Connect White Swan to V7 Go and automate life insurance quote generation, client data enrichment, and referral management workflows for financial advisors.
Insurance & Risk
Quote Generation
Client Enrichment
Referral Tracking
White Swan
Connect White Swan to V7 Go and automate life insurance quote generation, client data enrichment, and referral management workflows for financial advisors.
Insurance & Risk
Quote Generation
Client Enrichment
Referral Tracking
White Swan
Connect White Swan to V7 Go and automate life insurance quote generation, client data enrichment, and referral management workflows for financial advisors.
Insurance & Risk
Quote Generation
Client Enrichment
Referral Tracking
Destination
Select app below
Example workflow
Example workflow
Example workflow
White Swan example workflow
White Swan example workflow
White Swan example workflow
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Let AI handle tasks across multiple tools
Popular workflows
Example
Input
New personal plan created
AI Agent
Output
Input
New personal plan created
New Personal Plan
Emit new event when a customer creates a personal plan.
AI Agent
AI Concierge Agent
Processing new plan and enriching client data
Output
Waiting for analysis
Let the agent run first
Input
New personal plan created
AI Agent
Output
Input
New personal plan created
New Personal Plan
Emit new event when a customer creates a personal plan.
AI Agent
AI Concierge Agent
Processing new plan and enriching client data
Output
Waiting for analysis
Let the agent run first
Featured workflows
Featured workflows
Featured workflows
A library of
A library of
A library of
White Swan Workflows
White Swan Workflows
White Swan Workflows
ready to operate
ready to operate
ready to operate
Select from a library of pre-built AI agents to power your White Swan workflows.
Select from a library of pre-built AI agents to power your White Swan workflows.
Select from a library of pre-built AI agents to power your White Swan workflows.
Popular workflows
From
Slack
to
White Swan
with
Agents
Slack + White Swan
Get instant notifications when new personal plans are created.
From
Slack
to
White Swan
with
Agents
Slack + White Swan
Get instant notifications when new personal plans are created.
From
Slack
to
White Swan
with
Agents
Slack + White Swan
Get instant notifications when new personal plans are created.
From
Slack
to
White Swan
with
Agents
Slack + White Swan
Get instant notifications when new personal plans are created.
From
Gmail
to
White Swan
with
Agents
Gmail + White Swan
Email insurance quotes and referral information to clients automatically.
From
Gmail
to
White Swan
with
Agents
Gmail + White Swan
Email insurance quotes and referral information to clients automatically.
From
Gmail
to
White Swan
with
Agents
Gmail + White Swan
Email insurance quotes and referral information to clients automatically.
From
Gmail
to
White Swan
with
Agents
Gmail + White Swan
Email insurance quotes and referral information to clients automatically.
From
HubSpot
to
White Swan
with
Agents
White Swan + HubSpot
Sync client data and insurance plans to CRM records.
From
HubSpot
to
White Swan
with
Agents
White Swan + HubSpot
Sync client data and insurance plans to CRM records.
From
HubSpot
to
White Swan
with
Agents
White Swan + HubSpot
Sync client data and insurance plans to CRM records.
From
HubSpot
to
White Swan
with
Agents
White Swan + HubSpot
Sync client data and insurance plans to CRM records.
From
Microsoft Excel
to
White Swan
with
Agents
White Swan + Excel
Export quote data and client information to spreadsheets for analysis.
From
Microsoft Excel
to
White Swan
with
Agents
White Swan + Excel
Export quote data and client information to spreadsheets for analysis.
From
Microsoft Excel
to
White Swan
with
Agents
White Swan + Excel
Export quote data and client information to spreadsheets for analysis.
From
Microsoft Excel
to
White Swan
with
Agents
White Swan + Excel
Export quote data and client information to spreadsheets for analysis.
From
Notion
to
White Swan
with
Agents
White Swan + Notion
Document client plans and referral information in knowledge base.
From
Notion
to
White Swan
with
Agents
White Swan + Notion
Document client plans and referral information in knowledge base.
From
Notion
to
White Swan
with
Agents
White Swan + Notion
Document client plans and referral information in knowledge base.
From
Notion
to
White Swan
with
Agents
White Swan + Notion
Document client plans and referral information in knowledge base.
From
Aidbase
to
White Swan
with
Agents
White Swan + Salesforce
Update Salesforce accounts with insurance plan details and referral status.
From
Aidbase
to
White Swan
with
Agents
White Swan + Salesforce
Update Salesforce accounts with insurance plan details and referral status.
From
Aidbase
to
White Swan
with
Agents
White Swan + Salesforce
Update Salesforce accounts with insurance plan details and referral status.
From
Aidbase
to
White Swan
with
Agents
White Swan + Salesforce
Update Salesforce accounts with insurance plan details and referral status.
Actions & Triggers
Actions & Triggers
Actions & Triggers
Use
Use
Use
Use
White Swan
White Swan
White Swan
White Swan
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
to build powerful automations across multiple tools
Popular workflows
Workflow triggers from White Swan
Workflow triggers from White Swan
Workflow triggers from White Swan
Workflow triggers from White Swan
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
AI agents can perform automated actions in the app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
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Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Partner program
Add your app to V7 Go
Develop your own integration as an app partner in our ecosystem.
Expand your app's reach by making it available as a V7 Go integration. Connect your users to powerful AI workflows and grow your customer base.
Your app
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Security & safety
Enterprise-level security.
Keep your data private.
Enterprise security
Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.
Model transparency
Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.
No Training on your Data
Full control and ownership of your data, compliant with local regulations and internal policies.
Access control
Granular user roles and permissions across teams and projects for secure collaboration.
Help
Help
Have questions?
Have questions?
Have questions?
Find answers.
Find answers.
Find answers.
Any more questions?
Do I need a White Swan account to use this integration?
Yes, you'll need an active White Swan account to access their life insurance platform and data. V7 Go enhances your existing White Swan investment by automating quote generation, client data enrichment, and referral tracking workflows.
+
Can I customize the AI agents for my specific insurance products?
Absolutely! V7 Go's AI agents can be customized to focus on specific insurance products, client segments, or referral strategies that align with your business model. You can configure workflows to match your firm's unique approach to life insurance sales.
+
How secure is the data integration with White Swan?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your White Swan client data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial services professionals.
+
What types of client data can be enriched through this integration?
The integration can enrich client data with pre-fill information, referral details, earnings events, and plan information. AI agents can automatically populate quote requests, track referral relationships, and generate comprehensive client profiles for better sales outcomes.
+
Can I integrate White Swan data with my existing CRM or sales tools?
Yes! V7 Go can send enriched White Swan data to various output integrations including Salesforce, HubSpot, Slack, and Excel. This ensures seamless workflow integration with your existing sales and CRM systems.
+
How does this integration help with referral management?
V7 Go's AI agents can automatically track referral events, retrieve referred client information, and generate alerts when new referrals are created. This accelerates your referral workflow by ensuring no opportunities are missed and enabling rapid follow-up with referred clients.
+
Do I need a White Swan account to use this integration?
Yes, you'll need an active White Swan account to access their life insurance platform and data. V7 Go enhances your existing White Swan investment by automating quote generation, client data enrichment, and referral tracking workflows.
+
Can I customize the AI agents for my specific insurance products?
Absolutely! V7 Go's AI agents can be customized to focus on specific insurance products, client segments, or referral strategies that align with your business model. You can configure workflows to match your firm's unique approach to life insurance sales.
+
How secure is the data integration with White Swan?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your White Swan client data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial services professionals.
+
What types of client data can be enriched through this integration?
The integration can enrich client data with pre-fill information, referral details, earnings events, and plan information. AI agents can automatically populate quote requests, track referral relationships, and generate comprehensive client profiles for better sales outcomes.
+
Can I integrate White Swan data with my existing CRM or sales tools?
Yes! V7 Go can send enriched White Swan data to various output integrations including Salesforce, HubSpot, Slack, and Excel. This ensures seamless workflow integration with your existing sales and CRM systems.
+
How does this integration help with referral management?
V7 Go's AI agents can automatically track referral events, retrieve referred client information, and generate alerts when new referrals are created. This accelerates your referral workflow by ensuring no opportunities are missed and enabling rapid follow-up with referred clients.
+
Do I need a White Swan account to use this integration?
Yes, you'll need an active White Swan account to access their life insurance platform and data. V7 Go enhances your existing White Swan investment by automating quote generation, client data enrichment, and referral tracking workflows.
+
Can I customize the AI agents for my specific insurance products?
Absolutely! V7 Go's AI agents can be customized to focus on specific insurance products, client segments, or referral strategies that align with your business model. You can configure workflows to match your firm's unique approach to life insurance sales.
+
How secure is the data integration with White Swan?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your White Swan client data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial services professionals.
+
What types of client data can be enriched through this integration?
The integration can enrich client data with pre-fill information, referral details, earnings events, and plan information. AI agents can automatically populate quote requests, track referral relationships, and generate comprehensive client profiles for better sales outcomes.
+
Can I integrate White Swan data with my existing CRM or sales tools?
Yes! V7 Go can send enriched White Swan data to various output integrations including Salesforce, HubSpot, Slack, and Excel. This ensures seamless workflow integration with your existing sales and CRM systems.
+
How does this integration help with referral management?
V7 Go's AI agents can automatically track referral events, retrieve referred client information, and generate alerts when new referrals are created. This accelerates your referral workflow by ensuring no opportunities are missed and enabling rapid follow-up with referred clients.
+
Do I need a White Swan account to use this integration?
Yes, you'll need an active White Swan account to access their life insurance platform and data. V7 Go enhances your existing White Swan investment by automating quote generation, client data enrichment, and referral tracking workflows.
+
Can I customize the AI agents for my specific insurance products?
Absolutely! V7 Go's AI agents can be customized to focus on specific insurance products, client segments, or referral strategies that align with your business model. You can configure workflows to match your firm's unique approach to life insurance sales.
+
How secure is the data integration with White Swan?
V7 Go uses enterprise-grade security with encrypted connections and follows strict data privacy protocols. Your White Swan client data is processed securely and never stored permanently on our servers. We maintain the same security standards expected by financial services professionals.
+
What types of client data can be enriched through this integration?
The integration can enrich client data with pre-fill information, referral details, earnings events, and plan information. AI agents can automatically populate quote requests, track referral relationships, and generate comprehensive client profiles for better sales outcomes.
+
Can I integrate White Swan data with my existing CRM or sales tools?
Yes! V7 Go can send enriched White Swan data to various output integrations including Salesforce, HubSpot, Slack, and Excel. This ensures seamless workflow integration with your existing sales and CRM systems.
+
How does this integration help with referral management?
V7 Go's AI agents can automatically track referral events, retrieve referred client information, and generate alerts when new referrals are created. This accelerates your referral workflow by ensuring no opportunities are missed and enabling rapid follow-up with referred clients.
+
Get started
Ready to build
the best
White Swan
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first White Swan workflow. See how V7 Go AI agents can automate your insurance quoting, client data enrichment, and referral management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
White Swan
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first White Swan workflow. See how V7 Go AI agents can automate your insurance quoting, client data enrichment, and referral management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
White Swan
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first White Swan workflow. See how V7 Go AI agents can automate your insurance quoting, client data enrichment, and referral management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration
Get started
Ready to build
the best
White Swan
automations
powered by V7 Go?
Book a personalized demo and we'll help you build your first White Swan workflow. See how V7 Go AI agents can automate your insurance quoting, client data enrichment, and referral management in just 30 minutes.
30-minute session
Personalized setup
Live demonstration