Force Sync Overview
What does it mean to force a policy or account?
To force sync a policy or account means to prioritize a policy or account to update upon request.
Once you link a login source successfully, Swivel Sync begins to queue up a list of all syncable policies and accounts to be updated for the current day.
Instead of waiting for Swivel Sync to work through all queued policies and accounts, you can prioritize a specific policy(s) to be updated next.
When to Force Sync a Policy/Account
Anytime you need to view updated values for a specific policy/account
Updating the Swivel Summary
Preparing for an upcoming client review appointment
Per client request
Force Syncing Policies and Accounts
Force Sync from Contact Record
Navigate to a contact record
Find the policy or account to sync.
Click the Sync button.
Sync pop-up window appears.
If multiple login sources exist, select the specific login source > click Sync.
If selected source is Unlinked > click Link and you will be prompted to re-link the login source before the force sync request will begin processing.
Once the policy begins syncing, it will display
an in progress status.
The policy may return a Queued status, if Swivel Sync is in the process of updating another policy(s).
Once a policy force sync request is verified, updated and completed, it will return a Success status.
Force Sync from Swivel Sync Report
From Main Menu, go to Reports > Swivel Sync Report.
Search by contact or product number to find a specific policy or account.
Click the Sync button.
Troubleshooting Force Sync Results
When a force sync attempt returns Success, but values don’t update as expected
This typically happens when a policy is stored with an Active or Pending status indicator in Swivel, but on the carrier website the policy is different — Terminated, Surrendered, etc. — meaning current values are no longer available to retrieve.
To resolve:
Check the policy status on the carrier website. Sign in to the carrier portal and confirm the current status of the policy.
Update the policy status in Swivel to match. If the carrier shows the policy as Closed, Surrendered, or otherwise inactive, update the policy’s product status in Swivel CRM accordingly. Swivel Sync will not pull values for policies that are no longer active on the carrier site.
Re-run the force sync. If the policy is still active on the carrier website and the statuses now match, force sync the policy again from the contact record or the Swivel Sync Report.
When a force sync attempt returns Not Found, but the policy or account number is valid
If you’ve confirmed the policy number in Swivel matches the carrier website exactly and the force sync still returns Not Found, the cause is often the same status mismatch described above — the policy is stored with an Active or Pending status indicator in Swivel, but on the carrier website the policy is no longer available to retrieve (e.g. Terminated, Surrendered, Agent of Record Change).
To resolve:
Check the policy status on the carrier website. Sign in to the carrier portal and confirm the current status of the policy.
Update the policy status in Swivel to match (if applicable). If the carrier shows the policy as Closed, Surrendered, or otherwise inactive, update the policy’s product status in Swivel CRM accordingly. Swivel Sync will not pull values for policies that are no longer active on the carrier site.
Re-run the force sync. If the carrier still shows the policy as active, force sync the policy again from the contact record or the Swivel Sync Report. A temporary issue in the sync queue can sometimes cause a single attempt to return Not Found — a fresh attempt will often return Success.