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Getting started with Swivel

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Updating your profile and User Management

Schedule appointments and manage your calendar

Agent Goals, Carriers & Vendors

Create & Manage your contacts

Create Lists for Campaigns, Text and Email

Navigating the Swivel interface.

Upload and Manage Your Documents in Swivel

Swivel email features to connect with your contacts

Import your leads, contacts, and event attendance

App Integration with Swivel

Broadcast emails, event and campaign tracking

Organize & track your client journey

Policies & Accounts you offer to your Clients

System Generated Reports Available in Swivel

Data Security

Swivel Account Settings

Allows you to share your screen with others.

Create and manage processes to support your business needs

Guides for creating, assigning, and managing tasks in Swivel.

Triggers, Actions, & Examples

Advanced Setup options to configure your account.

With Swivel Connect, access Swivel CRM anytime, anywhere. Stay informed on-the-go by accessing updated client information and instantly responding to client needs.

Give your clients access to view their upcoming appointments, Swivel Summary, and your company and staff contact information.

Swivel Sync securely connects to supported carrier and institution websites to automatically pull policy and account values, recording them directly into your Swivel CRM.

Using the Swivel Summary

Grant connection access to your downline agents or sub accounts to your upline account

Revolution Exclusive Content