Connected app
White Swan

Beagle for White Swan.

Beagle puts White Swan to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.

White Swan’s digital platform and expert advisors makes it easy to get your clients any type of life insurance solution with the highest best-interest standards and most convenient experience.

01

What Beagle does.

With White Swan connected, from day one.

01

Watches White Swan

Beagle keeps an eye on White Swan. When an order or refund comes in, it catches it and brings the context to your channel.

02

Drafts the next step

It can summarise it and draft the reply - then waits for your nod before anything is saved or sent.

03

Answers across your stack

Ask "what's the state of our orders?" and Beagle answers from White Swan and everything else it's connected to, in plain language.

03

Connect White Swan to.

One teammate across both tools. No zap to build.

Browse every connection

04

Common questions.

Does Beagle integrate with White Swan?

Yes. Connect White Swan with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.

What can Beagle do with White Swan?

Beagle watches White Swan for when an order or refund comes in, then summarise it and draft the reply. You can also just ask it questions about your orders in plain language.

Is the White Swan connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in White Swan - and nothing is sent or saved until you approve it.

Do I need a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining White Swan workflows by hand.

05

More integrations.

White Swan, handled.
Hire the dog.

White Swan integration - Beagle