A Book of Business Report from your Carrier may be used to import Contacts and Product records in Swivel.
What We Need From You
To complete this process, we’ll need:
A copy of your carrier book of business in CSV or Excel format (no pdfs)
Below are the specific fields to request by Carrier and best practices for getting this data.
American Equity
American Equity
The Book of Business report cannot be generated from the AE agent portal. You’ll have to contact American Equity directly and request for the Book of Business report.
When requesting the Book of Business report from American Equity, explicitly request for them to add the PRODUCT data column. This lets us know the name of the product associated to each policy (e.g. Retirement Gold, Bonus Gold, AssetShield 10, EstateShield 10, etc.)
Please Note, American Equity has to add this field and take additional time to get this field to populate from the plan code.
The following fields should be on the export:
Contract Number
Tax Qualification
Plan Code
Contract Owner
DOB
Age
Issue Date
No Surrender Chrg Date
Total Premium
Total Bonus
Total Interest
Total Withdrawals
Sched Wtd
Sched Wtd Type
Contract Value
Income Acct Value
Surrender Value
Min Guar
Addr1
Addr2
Addr3
City
State
Zip
Agent of Record
PRODUCT
North American
North American
The following fields should be on the export:
Policy #
Policy Status
Policy Date
Product Type
Product Name
Tax status
Account Value
Issue Age
Issue State
Product Owner(s)
Writing Agent Code
Writing Agent Name
App Signed Date