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.
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.