Swivel

<a href="https://www.northamericancompany.com/" rel="nofollow noopener noreferrer" target="_blank">North American Company</a> is an insurance carrier currently supported by Swivel Sync.

Setting Up North American for Swivel Sync

Users must have Owner and/or Manager permissions to configure carriers and institutions for Swivel Sync.

Navigate to Business Management &gt; Carriers &amp; Institutions &gt; Find your North American Company carrier.

Once you find the carrier, click the action menu &gt; select Edit &gt; go to Swivel Sync Association &gt; select North American Sync &gt; click Save.

Next, go to Settings &gt; Swivel Sync &gt; Sources &gt; click +New Swivel Sync Source &gt; go to Type &gt; select North American Company &gt; go to Name and input a name for your login source.

From the Swivel Sync Dashboard &gt; go to the North American section &gt; click the Link button to begin syncing updates.

1. Navigate to Business Management &gt; Carriers &amp; Institutions &gt; Find your North American Company carrier.
2. Once you find the carrier, click the action menu &gt; select Edit &gt; go to Swivel Sync Association &gt; select North American Sync &gt; click Save.
 
 
 
3. Next, go to Settings &gt; Swivel Sync &gt; Sources &gt; click +New Swivel Sync Source &gt; go to Type &gt; select North American Company &gt; go to Name and input a name for your login source.
 
 
 
4. From the Swivel Sync Dashboard &gt; go to the North American section &gt; click the Link button to begin syncing updates.

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Product	Product Type
ADDvantage 10 Yr Guarantee	Term Life
Builder IUL	Indexed Universa Life
Builder Plus IUL	Indexed Universa Life
Builder Plus IUL3	Indexed Universa Life
Builder Plus IUL4	Indexed Universa Life
Custom Guarantee UL	Universal Life
Market Choice II	Flexible Premium Deferred Annuity
NA IncomeChoice 10	Flexible Premium Deferred Annuity
NA IncomeChoice 7	Flexible Premium Deferred Annuity
NA Performance Choice 12	Flexible Premium Deferred Annuity
NA Performance Choice 8	Flexible Premium Deferred Annuity
NA Performance Choice Plus 12	Flexible Premium Deferred Annuity
NA Performance Choice Plus 8	Flexible Premium Deferred Annuity
NAC BenefitSolutions 10	Single Premium Deferred Annuity
NAC VersaChoice 10	Single Premium Deferred Annuity
North American Bonus Ten	Flexible Premium Deferred Annuity
North American Charter 10	Flexible Premium Deferred Annuity
North American Charter 14	Flexible Premium Deferred Annuity
North American Charter Plus 10	Flexible Premium Deferred Annuity
North American Guarantee Choice	Single Premium Deferred Annuity
North American Heritage Max	Flexible Premium Deferred Annuity
North American Ten	Flexible Premium Deferred Annuity
PrimePath 12	Flexible Premium Deferred Annuity
PrimePath Pro 12	Flexible Premium Deferred Annuity

North American Company

Setting Up North American for Swivel Sync

Data Supported by Swivel Sync

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Known Products Supported