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.
What Does Swivel Sync Do?Swivel Sync is a service available with Enterprise and Premier subscriptions. For users storing product data in Swivel, it connects with supported carriers and institutions to automatically update your clients’…
Swivel Sync Dashboard
View Syncable Policies and Accounts from Contact Record
Swivel Sync Report
FAQs: Swivel Sync
Ongoing Maintenance and Storing Clean Product Data after Swivel Sync
Swivel Sync Carriers & Institutions
Description of data supported for each carrier and institution provided with Swivel Sync
Swivel Sync Carriers & Institutions
Standardized Carrier & Institution NamesMoving your data to Swivel from another CRM could result in redundant carrier names due to variations in spelling and formatting. It is recommended these be merged into Swivel's standard…
Allianz Life
American Equity
Athene
Charles Schwab
Columbus Life
EquiTrust
Fidelity & Guaranty
Global Atlantic
Nationwide
North American Company
Oceanview
Security Benefit
SILAC