What are Summary Totals?
Summary Totals present a visual and consolidated overview of policies and accounts belonging to the same product line (e.g. Annuities, Life Insurance, AUM). Summary Totals are calculated rollups of specific product values and/or transactions across multiple policies or accounts.
Pre-Configured Summary Totals
Summary Totals come pre-configured for each major Product Line, including Annuities, Life Insurance, and Assets Under Management.
Annuity Summary Totals
Total Premium
Total Withdrawals
Total Penalty Free Withdrawal
Total Net Premium*
Total Account Value
Total Surrender Value
Total Benefit & Income Riders
Total Income Rider Only
Total Death Benefit
Life Insurance Summary Totals
Total Premium
Total Withdrawals
Total Net Premium*
Total Cash Value
Total Surrender Value
Total Death Benefit
Total Chronic Illness Rider
Total Terminal Illness Rider
Total Critical Illness Rider
Total Supplemental Term Rider
Total Loan Available
Total Loan Outstanding
Assets Under Management Summary Totals
Total Contributions
Total Withdrawals
Total Net Contributions*
Total Cash & Cash Investments
Total Market Value
Total Account Value
Total Margin
*Denotes summary total that represents a rollup of calculated transactions for this product line.
📌 Note: At this time, customers cannot create, customize, or delete Summary Totals. If you need assistance or changes to your Summary Totals, please contact Support at [email protected].
🚨 Warning! For legacy customers, the product lines configured for each tenant may vary. If interested in implementing the available Swivel Summary totals, they will need to contact Support at [email protected].
Configure Display of Summary Totals
Users with Owner and/or Manager permissions have the ability to control which Summary Totals display by selecting/unselecting each Summary Total option. All summary totals will be selected by default.
Summary Total Calculation Breakdown
To verify the accuracy and transparency in how values are mapped and calculated for each total, click the amount to view an itemized breakdown by product, policy/account #, value and amount.
For transaction-based summary totals, clicking the amount will provide a summarized itemized list by product, policy/account # and net total amounts. The net total amount sums the transaction entries for each listed policy or account.
Mapping Values and Types of Summary Totals
A product value-based summary total represents a rollup of mapped values across products within that same product line. The majority of summary totals configured are product value-based.
To map product values to a summary total, click the Map Values button. Review the summary totals for that product line, listed on the left-side column.
Then, for each summary total, select the desired product value to map. The drop-select menu will include value options already configured for that product.
When applicable, users can map a single product value to multiple summary totals (e.g. Allianz 222’s “Protected Income Value” is mapped to both Total Benefit & Income Riders and Total Death Benefit summary totals).
🔍 Tip: Any mapping configured for the related product will apply to all policies or accounts that share the same product offering. For example all Allianz 222 policies will share the same value <> summary total mappings.
A transaction-based summary total represents a rollup of all calculated transactions within that same product line.
This represents any transaction entries created within the dedicated Contributions/Withdrawals section of creating and managing a policy or account.
Mapping product values is not available for transaction-based summary totals.
Video: How to Add Bonus to the Swivel Summary