Swivel

Jessica Hightower

Swivel Sync securely connects to supported carrier and institution websites to automatically pull policy and account values, recording them directly into your Swivel CRM.

Swivel Sync

New to Swivel Sync? Start here. This guide explains what Swivel Sync does and walks you through device setup, connecting carriers and institutions, linking login sources, and mapping values to…

Get Started with Swivel Sync

Troubleshoot offline Swivel Sync devices and missing heartbeats, plus network setup reference for IT teams — operating system, cybersecurity protections, network placement, and firewall configuration.

Swivel Sync Device Troubleshooting & Network Setup

The criteria a policy or account must meet to be eligible for syncing by Swivel Sync.

What Makes a Policy Syncable

Data migrated from another CRM often contains duplicate carrier names. Merge these into Swivel's standardized format to ensure clean data and optimal Swivel Sync performance.

Standardized Carrier & Institution Names

Set up your Swivel Sync device, prepare your CRM data, and connect your first carriers and institutions.

Getting Started & Setup

Swivel Sync Dashboard

View Syncable Policies and Accounts from Contact Record

Force Syncing Policies & Accounts

Link sources, monitor sync activity, and force sync individual policies and accounts on demand.

Daily Use

Swivel Sync Report

Maintaining Clean Product Data

Review sync results across your CRM and keep policy and account data clean and accurate over time.

Reporting & Data Maintenance

Swivel Sync Carriers & Institutions

List of Swivel Sync Carriers and Institutions and supported login URLs

Supported Carrier & Institution Login URLs

Learn what the Swivel Sync Alpha program is, who qualifies, what to expect as a participant, and how customers are identified, approved, and engaged.

Swivel Sync Alpha

Allianz Life

American Equity

Aspida

Athene

Charles Schwab

Columbus Life

EquiTrust

Fidelity & Guaranty

Fidelity Investments

GILICO

Global Atlantic

Midland National

National Life Group

Nationwide

North American Company

Oceanview

Sagicor

Security Benefit

Sentinel Security Life

SILAC

Description of data supported for each carrier and institution provided with Swivel Sync

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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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