Use this report to review the sync status for all applicable policies, accounts, carriers and institutions. Search and filter options include:
Search by contact
Search by product number
Last Sync date
Last Sync Source
Institution
Product Line
Product Type
Products
Agents
From the main menu, go to Reports.
Find the Swivel Sync Report tile > click Run Report.
🔍 Tip: You can also access the Swivel Sync Report directly from the 🔗 Swivel Sync Dashboard by clicking any of the status metrics. Clicking any status metric will navigate to the respective, filtered Swivel Sync Report.
We recommend using the following methods to reconcile your policies/policy statuses --
Reconciling 'Not Found' metrics: (1) confirm you can find/access the policy on the carrier website; (2) confirm policy number (3) confirm policy status
Reconciling carrier BoB against Swivel CRM: Routinely retrieve or request for an updated Book of Business and compare it against a 🔗Swivel CRM Product Report filtered by the respective carrier
What order does Swivel Sync update policies?
Swivel Sync auto-queues policies daily in the following order:
(1) policies that have never been synced
(2) policies with last sync attempt = success and open date = next or upcoming calendar month
(3) all other policies with last sync attempt = success
(4) policies where last sync attempt = incomplete or an unexpected error occurred
(5) policies with last sync attempt = not found