Product Lines are the broadest level of product organization in Swivel. They group related products into major categories, such as Annuities, Life Insurance, and Assets Under Management.

Swivel organizes products using three levels:

Product Line → Product Type → Product

For example:

The Product Line is the broad category, the Product Type provides a more specific classification, and the Product is the specific account or policy.

Product Lines also determine how products are grouped on contact records. The Product Line name is used as the name of the corresponding product drawer.

For example, if the Product Line is named Assets Under Management, products in that Product Line appear in an Assets Under Management drawer on the contact's record.

Swivel comes with Product Lines configured for common categories of products. You can customize existing Product Lines to match the terminology and configuration your organization uses.

For example, if your organization prefers AUM, you can rename the Product Line from Assets Under Management to AUM.

Go to:

Settings → Advanced Setup → Products → Product Lines

The Product Lines page shows the Product Lines configured in your Swivel account.

Open a Product Line to view its details and the Product Types associated with it.

A Product Line should represent a broad category of products.

Examples include:

Product Lines should describe what the products are, rather than where the data came from or which system was used to manage it.

For example, Redtail, Wealthbox, and Unspecified don't describe a category of products. If you encounter Product Lines like these after an import or migration, see How Do I Audit Products After An Import Or Migration?

Product Lines, Product Types, and Products work together as a hierarchy:

Product Line → Product Type → Product

For example:

Annuities → Fixed Index Annuity → Allianz 222 Annuity

In this example:

Another example:

Assets Under Management → Retirement → Traditional IRA

Here:

A Product Line can contain multiple Product Types, and each Product Type can contain multiple Products.

For more information about Product Types, see Product Types.

Swivel comes configured with Product Lines for common categories of products.

If you need a Product Line that isn't already available, you can create one to represent a distinct product category.

Before creating a Product Line, review the existing Product Lines to make sure an appropriate category doesn't already exist.

If you need to create a Product Line, go to:

Settings → Advanced Setup → Products → Product Lines

Select + New and enter the Product Line details.

The Name is how the Product Line is labeled in Swivel. It also determines the name of the corresponding product drawer on a contact's record.

Use a name that clearly describes the broad category of products it contains.

The Description provides additional information about the Product Line.

Use it to add context that may be helpful when managing your products.

The Production Calculation determines how production is calculated for products in the Product Line.

Available options include:

The Production Calculation Description provides additional information about how production is calculated, if needed.

The Referred To As setting determines the term Swivel uses when referring to products in this Product Line.

For example, products may be referred to as an account, policy, or contract.

Enter the term as a singular, lowercase value.

The Default Statement Frequency determines the default frequency associated with statements for the Product Line.

Available options include:

Select Save when you're finished.

You can edit an existing Product Line to customize how it is labeled and configured in Swivel.

Go to:

Settings → Advanced Setup → Products → Product Lines

Click the three-dot action menu next to the Product Line you want to change, then select Edit.

Update the fields you want to change, then save your changes.

You may want to edit a Product Line when:

Because the Product Line name is also used on contact records, changing the name changes how the corresponding product drawer is labeled.

If two Product Lines represent the same category, you may be able to merge them rather than maintaining duplicate Product Lines.

Go to:

Settings → Advanced Setup → Product → Product Lines

Click Merge at the top of the page.

Select:

Click Merge to complete the merge.

Before merging, review the Product Types and Products associated with each Product Line to make sure you're merging the correct Product Lines.

You can archive a Product Line when you don't currently need it but may want to use it again in the future.

Archiving removes the Product Line from areas of Swivel where active Product Lines are displayed while preserving it for future use.

This can be especially useful for a pre-configured Product Line that your organization doesn't currently use. Instead of deleting it, you can archive it and restore it later if you need it.

If you're not sure whether you'll need a Product Line again, archive it rather than deleting it.

You can delete a Product Line when you no longer need it.

Go to:

Settings → Advanced Setup → Product → Product Lines

Click the three-dot action menu next to the Product Line you want to delete, then select Delete.

After an import or migration, you may see Product Lines such as Redtail, Wealthbox, or Unspecified.

These appear when the imported data doesn't contain enough information for Swivel to organize the product into the appropriate Product Line and Product Type.

An unexpected Product Line may contain products that belong to different Product Lines and Product Types in Swivel.

If you see an unexpected Product Line, review the products associated with it and determine where each product belongs in Swivel's product structure.

For example, a Product Line named Redtail might contain annuities, retirement accounts, and life insurance policies. Those products may need to be organized under different Swivel Product Lines and Product Types.

You don't need to fix the Product Line first. Start by reviewing the products associated with it.

For help fixing an individual product, see How Do I Fix A Product After An Import Or Migration?

For instructions on reviewing multiple products and reorganizing imported data, see How Do I Audit Products After An Import Or Migration?