Nationwide is an insurance carrier currently supported by Swivel Sync.
Setting Up Nationwide 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 Nationwide carrier.
Once you find the carrier, click the action menu > select Edit > go to Swivel Sync Association > select Nationwide Sync > click Save.
Next, go to Settings > Swivel Sync > Sources > click +New Swivel Sync Source > go to Type > select Nationwide Life Insurance Company > go to Name and input a name for your login source.
From the Swivel Sync Dashboard > go to the Nationwide section > click the Link button to begin syncing updates.
Data Supported by Swivel Sync
Data Types
Values
Values
Accumulated Value
Balanced Allocation Value
Contract Surrender Value
Current Death Benefit
Net Surrender Value
Premium Amount
Premium Paid
Total Contract Value
Known Products Supported
Product | Product Type |
Nationwide New Heights Select 9 | Fixed Index Annuity |
Nationwide New Heights Select 10 | Fixed Index Annuity |