Use this report to review the sync status for all applicable policies, accounts, carriers and institutions.
From the main menu, go to Reports.
Find the Swivel Sync Report tile > click Run Report.
Go to Search bar > enter a contact or product number to find a specific policy or account.
Click the Filter button > Select any additional criteria to drill down your results using the following options > click Filter.
Sync Status
Sync Source
Institution
Product Line
Product Type
Products
Agents
Clicking the Sync button located next to a policy or account to manually initiate a force sync request.
🔍 Tip: You can also access the Swivel Sync Report directly from the 🔗 Swivel Sync Dashboard > Sync Activity > clicking any of the status metrics. Clicking any status metric will navigate to the respective, filtered Swivel Sync Report.