Swivel

Setting up your Swivel Sync device

Managing Sources

Linking Sources

View Syncable Policies and Accounts from Contact Record

Setting Swivel Sync Source Types on Carriers & Institutions

Swivel Sync Report

FAQs: Swivel Sync

Ongoing Maintenance and Storing Clean Product Data after Swivel Sync

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

Swivel Sync Carriers & Institutions

Allianz Life

American Equity

Athene

Charles Schwab

Columbus Life

EquiTrust

Fidelity & Guaranty

Global Atlantic

Nationwide

North American Company

Oceanview

Security Benefit

SILAC

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

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