Industry Leading Document & Data Management Technology
Paperclip has been a preferred technology provider for the insurance industry for more than 30 years, helping carriers, agencies, and financial services companies automate compliance, streamline carrier submissions, and optimize data processing.
AI & No-code Powered Sales Platform Digitizing The Insurance Sales Process
White Swan’s suite of technology and agency arm makes it simple for any business to offer insurance online through full sales funnels with extensive white labeling and customizations.
How White Swan Integrates With Paperclip To Streamline Applications
Integrate White Swan + Paperclip in Minutes
White Swan’s direct integration with Paperclip Mojo can be set up easily by following the steps below:
1. Create/Access Accounts
To get started, you will need an innovator account with White Swan, and a Paperclip account with Mojo access.
The Paperclip integration can be set up both to use your own Paperclip account as well as the Paperclip account of your BGA/IMO.
2. Configure the Integration
With your account created, visit the White Swan integrations page to activate your integration.
If you’re using your BGA/IMOs Paperclip account, your integration will be ready to go without any configuration on your end.
If you’re using your own Paperclip account, you will need to enter your Mojo base URL and your API key before activating the integration.
3. Enjoy Seamless Application Processing
With the integration activated, every new insurance application you process will be sent to Paperclip Mojo for further processing and routing.
Each application package may contain signed insurance applications, HIPAA releases, and policy illustration documents, along with structured data relating to the application.
