Hardware You'll Need:
You will need a Swivel Sync device, which will be mailed to you with step-by-step instructions for initial setup.
What You'll Need in Swivel:
For Swivel Sync to work:
You must store products (accounts and policies) attached to clients in Swivel.
Swivel Sync will use the product number and access carrier websites and update values automatically.
Important: Products and their associated numbers must be manually entered into Swivel. Swivel Sync does not automatically add products for you.
What Data Does Swivel Sync Provide?
Swivel Sync can automatically update:
Policy values
Account values
Swivel Sync does not:
Automatically enter products into Swivel
Update issue dates or product statuses in Swivel
Update contributions or withdrawals in Swivel
How Do I Get Started?
A proprietary device will be shipped to you with setup instructions.
Complete your device setup.
Map values to populate Swivel Summary.
How Soon Will I Get My Device?
Devices are shipped via FedEx Ground and usually arrive within 3 business days.