Swivel

Bailee Walljasper

Boni Newberry

Jessica

Swivel Summary

Snapshot for Swivel Summary

Product Line Totals for Swivel Summary

Map Values to Swivel Summary Totals

Learn how to customize your Swivel Summary by adding and arranging custom fields to highlight the client details that matter most to your team

Customize your Swivel Summary

🙋FAQs Swivel Summary

Swivel Summary Overview

Allianz Life

American Equity

Aspida

Athene

Charles Schwab

Columbus Life

EquiTrust

Fidelity & Guaranty

Fidelity Investments

GILICO

Global Atlantic

Midland National

Nationwide

National Life Group

North American Company

Oceanview

Sagicor

Security Benefit

SILAC

Sentinel Security Life

These mappings are shown as an example using Swivel's default product line totals. Please review with your compliance team before applying.

Swivel Summary Mapping Examples

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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