Overview
We’ve redesigned the Swivel Sync experience to make setup and ongoing configuration simpler, faster, and fully self-service. Previously, users needed to navigate between multiple areas of the application to configure devices, update source settings, or view sync activity. With this release, all Swivel Sync actions are consolidated into a single, unified dashboard.
Dashboard
The Swivel Sync dashboard gives you a clear view of the most important activity to monitor throughout your day. Each widget highlights key information about your device, sources, and sync activity so you can quickly identify where attention is needed.
Device Health
The Device Health widget displays the current status of your Swivel Sync device and alerts you when action is required (for example, when the device goes offline). If the device is offline, updates cannot sync to your connected policies and accounts.
🔗 Need help troubleshooting device setup issues? Please visit the Troubleshooting Device Setup.
Sources
The Sources widget shows which login sources are linked or unlinked.
Keeping sources linked ensures that all associated policies and accounts continue to update properly. If a source becomes unlinked, those policies will not sync until the source is reconnected.
🔍 Tip: Clicking on the Linked or Unlinked metric will navigate you to a filtered Institutions & Sources view.
Today’s Sync Activity
Today’s Sync Activity provides a snapshot of the most recent sync attempts for all syncable policies.
This breakdown gives you a clear picture of which policies have successfully updated, which may require follow-up, and which still need to be synced for the day.
Not Synced Yet | # of policies and accounts that are automatically queued to sync and update |
Not Found | # of policies and accounts that can't be identified or located on the carrier or institution website with the login sources provided |
Success | # of policies and accounts that have been successfully found and available values have been updated. |
Total Syncable | # of Policies and accounts with pending or open product status types. |
🔍 Tip: Clicking on the Not Found, Success, and Total Syncable metrics will navigate you to a filtered Swivel Sync Report view for that given carrier or institution.
Institutions & Sources
The Institutions & Sources tab provides the ability to manage and configure all connected institutions and login sources needed to sync and update your policies and accounts.
🔗 To learn more about configuring Swivel Sync institutions and source, please visit the Managing Connected Institutions and Login Sources article.
Device
The Device tab provides the ability to configure and connect your assigned Swivel Sync device to your specific Swivel account.
🔗 To learn more about setting up your Swivel Sync device, visit the Setting Up your Swivel Sync device article.