Swivel Sync
Swivel Sync securely connects to supported carrier and institution websites to automatically pull policy and account values, recording them directly into your Swivel CRM.
By Jessica1 author30 articles
Get Started with Swivel SyncNew 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…
Troubleshooting Swivel Sync Device SetupResolve common Swivel Sync device setup issues, including offline devices, missing heartbeats, and network firewall configuration requirements for IT teams.
Swivel Sync Dashboard
View Syncable Policies and Accounts from Contact Record
Force Syncing Policies & Accounts
Swivel Sync Report
FAQs: Swivel Sync
Ongoing Maintenance and Storing Clean Product Data after Swivel Sync
Standardized Carrier & Institution NamesData 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.
Swivel Sync Carriers & Institutions
Description of data supported for each carrier and institution provided with Swivel Sync
Swivel Sync Carriers & Institutions
Supported Carrier & Institution Login URLsList of Swivel Sync Carriers and Institutions and supported login URLs
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
SILAC
