Global Atlantic is an insurance carrier currently supported by Swivel Sync.
Setting Up Global Atlantic 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 Global Atlantic carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Global Atlantic Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Global Atlantic > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Global Atlantic section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Account Value
Cumulative Premium Amount
Death Benefit Amount
Surrender Value
Total Withdrawal
Known Products Supported
Product | Product Type |
Choice Accumulation | Fixed Index Annuity |