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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.

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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.