The Swivel Summary groups all of a client's policies and accounts in one single view.
Viewing the Swivel Summary
There are two ways to view a client's Swivel Summary.
Contact Record
Navigate to the contact record
Click the Swivel Summary button on the top right corner of contact showpage
Events and Appointments Dashboard Widget
From the Events and Appointments dashboard widget, navigate to the desired appointment
Click on the Swivel Summary button
See also Swivel Dashboard Overview
📌 Note: In order to view the Swivel Summary for a contact record, the contact must have 1+ pending/active policies or accounts.
Swivel Summary Features
Viewing Values and Statements
Swivel Summary shows both Active and Pending policies grouped by Product Line, and lists policies in descending order (newest to oldest).
Swivel Summary also shows any Statement documents attached to a specific account, the policy or account values, and any Contributions or Withdrawals.
🔍 Tip: There's also a Swivel Summary button for contacts on a Contact List. Click Here to learn how to create contact lists!
🔍 Tip: To learn more about adding Statement documents to accounts and policies, see also Managing Statements.
Print View
Once the Swivel Summary has been opened, by selecting > Print View in the bottom right hand corner, users will be brought to a branded PDF document to download, save, or print.
Customizing the Swivel Summary
From the Print View of the Swivel Summary, users will notice the opportunities for customized branding and disclosures. To edit these items follow the steps below:
From the left-side main menu, click the Settings tab.
Go to Account section > click Branding.
From the Logo section > click Upload button.
In the Swivel Summary Settings section > click Edit. Complete the following sections in the window.
Title
Disclaimer
Click Save.
Displaying Product Custom Fields on Swivel Summary
Users can configure their product custom fields to be viewable on their clients Swivel Summary. A great example is for the product bonus custom field. By enabling this field on the Swivel Summary, their clients can now view the bonus associated to the product they have purchased.
🔍 Tip: To learn more about Custom Fields including how to create and manage, please visit our Custom Field Collection.