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<a href="https://www.aspida.com/" rel="nofollow noopener noreferrer" target="_blank">Aspida</a> is now available for open Beta in Swivel Sync.

Use this like any other Swivel Sync-supported carrier or institution -- your usage and feedback help us refine, improve and stabilize for general availability. For questions, issues or feedback, contact us via Swivel Help Chat or <a href="mailto:sync@swivelcrm.com" rel="nofollow noopener noreferrer" target="_blank">sync@swivelcrm.com</a>.

🔗 To learn more about setting up this carrier/institution for Swivel Sync, please visit the <a href="https://help.swivelcrm.com/en/articles/8545801-managing-connected-institutions-and-login-sources">Managing Connected Institutions and Login Sources</a> article.

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Supported Login URL	https://auth.aspida.com/u/login/
MFA Login Required	No
Est. Link Session Duration	up to 1 day
Data Types	Values
Values	Cash Surrender Value Current Contract Value Death Benefit Value Free Amount Available Initial Premium Total Withdrawals

Product	Product Type
Synergy Choice Bonus 5	Fixed Index Annuity
Synergy Choice Bonus 10	Fixed Index Annuity
Synergy Choice Max 5	Fixed Index Annuity
Synergy Choice Max 10	Fixed Index Annuity
Synergy Choice MYGA 3	Multi-Year Guaranteed Annuity
Synergy Choice MYGA 5	Multi-Year Guaranteed Annuity

Aspida

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