White Swan + Tendersight — pure automation
Connect White Swan to Tendersight and let your AI assistants automatically process your builds. 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.
What you can do
Powerful automation capabilities out of the box.
Smart filtering
Set rules to import only the builds you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your White Swan credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
Batch processing
Import historical builds from White Swan in bulk. Backfill your AI assistants with past data to improve response quality from day one.
Custom field mapping
Map White Swan fields to Tendersight attributes. Define exactly how your builds are structured when they arrive in your workspace.
How it works
Get started in three simple steps.
Connect White Swan
Link your White Swan account in one click. Secure OAuth authentication — no passwords stored.
Configure your sync
Choose which builds to import, set filters, and map fields to your Tendersight workspace structure.
Automate everything
Sit back as builds from White Swan are processed, analyzed, and turned into actionable intelligence by your AI assistants.
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Connect OpenAI (ChatGPT) and let your AI assistants work with your messages automatically.
Anthropic (Claude)
Automate the flow of results from Anthropic (Claude) into your tender workflows.
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