You can import product records into Swivel using a book of business report from your carrier or institution. This is done through the Contacts / Client Accounts & Policies import.
This article explains what you'll need and provides mapping guidance for specific carriers.
🚧 Important: For best results, use the Contacts / Client Accounts & Policies import template and include all required fields. If required fields are missing, products will not be imported.
📌 Note: If you'd prefer assistance with your import, please contact [email protected] to request a quote.
What You'll Need
Start by requesting a book of business report from your carrier or institution.
Some carriers allow you to export this report yourself
Others require you to request it directly
The report must be in .csv or Excel format.
Required Data
The report provided by your carrier should include the following fields at a minimum:
Product Owner
Product Name
Product Number
Agent of Record
Recommended Data
Requesting the following fields from the carrier is strongly recommended to ensure a smooth import and reduce cleanup afterward:
Product Issued/Effective Date
Product Type
Product Line
Product Status
Plan Type (Tax Status)
If Product Type and Product Line are not included in the carrier's book of business report, that’s okay. Most producers already know this information or can easily determine it. However, including these fields in the report will save time.
Carrier-Specific Mapping Guides
Below are examples of common fields in carrier book of business reports and guidance on how to map them to Swivel.
Allianz Life
Allianz Life
Carrier File Value | Maps to Swivel Field | Instructions |
Policy/Contract | Product Number | Direct copy/paste to template |
Insured/Annuitant | Insured | Direct copy/paste to template |
Product | Product | Match to a pre-configured product in Swivel or create new |
Status | Product Status | Match to a pre-configured product status in Swivel or create new |
N/A | Product Type | Match to a pre-configured product type in Swivel |
N/A | Product Line | Match to a pre-configured product line in Swivel |
N/A | Institution | All values = Allianz Life |
N/A | Institution Type | All values = Insurance Carrier |
Effective | Product Effective Date | Format as MM/DD/YYYY |
Tax Plan Type | Plan Type | Match to a pre-configured plan type in Swivel or create new |
Owner | Full Name | Direct copy/paste to template |
Producer | Agent of Record | Match to an existing Swivel user with the Agent permission role |
American Equity
American Equity
The book of business report is not available in the agent portal. You must contact American Equity directly to request it.
🔍 Tip: When requesting the report, ask them to include the Contract Name (e.g., Retirement Gold, AssetShield 10). Please note, this field may take additional time for them to generate.
Carrier File Value | Maps to Swivel Field | Instructions |
Contract Number | Product Number | Direct copy/paste to template |
Tax Qual | Plan Type | Match to a pre-configured plan type in Swivel or create new |
Contract Owner | Full Name | Direct copy/paste to template |
Contract Name | Product | Match to a pre-configured product in Swivel or create new |
N/A | Product Type | Match to a pre-configured product type in Swivel or create new |
N/A | Product Line | Match to a pre-configured product line in Swivel or create new |
N/A | Institution | All values = American Equity |
N/A | Institution Type | All values = Insurance Carrier |
N/A | Product Status | Match to a pre-configured product status in Swivel or create new |
Issue Date | Product Issued Date | Format as MM/DD/YYYY |
N/A | Agent of Record | Match to an existing Swivel user with the Agent permission role |
Charles Schwab
Charles Schwab
Carrier File Value | Maps to Swivel Field | Instructions |
Account or Account Number | Product Number | Direct copy/paste to template |
Account Name 1 | Full Name | Direct copy/paste to template (note: trim trailing spaces if needed) |
Account Name 2 | Full Name | If an Account Name 2 exists (in the case of a joint account), insert a second row, enter Account Name 2 in the Full Name field, and copy/paste the product details |
Registration Type | Product | Match to an existing product in Swivel |
Agent of Record | Match to an existing Swivel user with the Agent permission role | |
Institution | All values = Charles Schwab | |
Institution Type | All values = Broker-Dealer/Custodian | |
Product Line | All values = Assets Under Management | |
Product Type | See Product Type values in the table below | |
Plan Type | See Plan Type values in the table below | |
Product Status | All values = Active |
Carrier File Value | Swivel Value | Entity Type |
Contrib | Contributory IRA | Product Type = Retirement Plan Plan Type = Qualified |
Dsg Ben In | Individual | Product |
Indiv | Individual | Product |
Inh IRA | Inherited IRA | Product |
Inh Roth | Inherited Roth IRA | Product |
Dsb Ben Jt | Joint | Product |
Jt Ten | Joint Tenants WROS | Product |
Ten Com | Joint Tenants in Common | Product |
Ltd Liability | Limited Liability | Product |
Liv Trust | Revocable Living Trust | Product |
Rollover | Rollover IRA | Product |
Roth Contrib | Roth Contributory IRA | Product |
Sep | SEP IRA | Product |
Simple Ira | SIMPLE IRA | Product |
North American
North American
Carrier File Value | Maps to Swivel Field | Instructions |
Company Code | Institution | All values = North American Company |
N/A | Institution Type | All values = Insurance Carrier |
Policy Number | Product Number | Direct copy/paste to template |
Policy Status | Product Status | Match to a pre-configured status in Swivel or create new |
Policy Date | Product Effective Date | Format as MM/DD/YYYY |
Product Type | Product Type | Match to a pre-configured product type in Swivel or create new |
Product Name | Product | Match to a pre-configured product in Swivel or create new |
Tax Status | Plan Type | Match to a pre-configured plan type in Swivel or create new |
Policy Account Value | Product Value | Remove $ and commas |
Policy Issue Age | N/A | N/A |
Policy Issue State | State of Business | Valid formats include abbreviated or full state name (e.g., KS or Kansas) |
PolicyOwner1Name | Full Name | Direct copy/paste to template (note: trim trailing spaces if needed) |
PolicyOwner2Name | Full Name | If a PolicyOwner2Name exists (in the case of a joint account), insert a second row, enter PolicyOwner2Name in the Full Name field, and copy/paste the product details |
Writing Agent Code | N/A | N/A |
Writing Agent Name | Agent of Record | Match to an existing Swivel user with the Agent permission role |
App Signed Date | Product Opened On | Format to MM/DD/YYYY |
Carrier File Value | Swivel Value | Entity Type |
Traditional | Variable Annuity | Product Type |
FIA | Fixed Index Annuity | Product Type |
Term | Term Life | Product Type |
Whole Life | Whole Life Insurance | Product Type |
Mutual Fund | Mutual Fund | Product Type |
MYGA | Multi-Year Guaranteed Annuity | Product Type |
Indexed Universal Life | Indexed Universal Life | Product Type |
Universal Life | Universal Life | Product Type |
IRA | Traditional IRA | Plan Type |