Speed up White Swan insurance workflows with browser AI
Use PixieBrix to customize and automate any tool you already use, right in your browser.
3000+ Integrations
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Free for individuals. No CC required.
Get started for free
Free for individuals. No CC required.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate White Swan in the browser
Display CRM client profiles in a sidebar while working inside White Swan, without switching tabs during client consultations
Pre-fill White Swan application forms with data clipped from your CRM in one click
Log White Swan quote outcomes back to the CRM automatically without copy-pasting
Use AI Copilot to translate complex life insurance policy illustrations into plain-language summaries for clients
Build reusable workflows that connect White Swan to 3000+ tools without waiting for native integrations
Works as a browser extension with no IT approval or backend setup required
Integrate White Swan with 3000+ apps
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White Swan frustrations that cost your team hours every week
  • Advisors switch tabs between White Swan and their CRM (e.g., Wealthbox, Salesforce) to cross-reference client data during insurance sales
  • Manually copying client details from the CRM into White Swan application forms
  • No quick way to surface policy illustrations or comparison data from White Swan inside a client-facing meeting tool
  • Repetitive data entry when logging White Swan quote outcomes back into the CRM after client calls
  • Agents lack a browser-side AI assistant to help interpret complex policy illustrations in plain language
  • Onboarding friction when pre-filling application fields from existing client records

Chat with AI to create your first custom workflow

Summarize this life insurance policy illustration in plain language that a client with no insurance background can understand
Simplify Illustration
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Compare the key differences between the two policy options shown on this page and list them as a simple pros/cons table
Compare Policies
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Based on the quote details on this page, draft a follow-up email to the client summarizing their options and next steps
Draft Follow-Up Email
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Extract the client name, date of birth, and contact details from this CRM record and suggest how to populate the application fields
Pre-fill Application
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Summarize the policy quote shown here into a CRM note format, including product type, face amount, and premium estimate
Log Quote Outcome
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Based on the policy shown, generate five questions a prospective client might ask and draft brief answers to each
Client FAQ
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.