Oceanview Life and Annuity Company is an insurance carrier currently supported by Swivel Sync.
Setting Up Oceanview for Swivel Sync
Users must have Owner and/or Manager permissions to configure carriers and institutions for Swivel Sync.
Navigate to Business Management > Carriers & Institutions > Find your Oceanview carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Oceanview Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Oceanview Life and Annuity Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Oceanview section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Contract Value (**as of Last Business Day)
Premium Amount
Known Products Supported
Product | Product Type |
Harbourview FIA | Fixed Index Annuity |
Harbourview FIA 3 | Fixed Index Annuity |
Harbourview FIA 5 | Fixed Index Annuity |
Harbourview FIA 7 | Fixed Index Annuity |
Harbourview FIA 10 | Fixed Index Annuity |
Harbourview MYGA | Multi-Year Guaranteed Annuity |
Harbourview MYGA 2 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 3 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 4 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 5 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 6 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 7 | Multi-Year Guaranteed Annuity |
Harbourview MYGA 10 | Multi-Year Guaranteed Annuity |