YOUR DATA DESERVES A FRESH START
Switching to Swivel shouldn't mean losing years of client relationships. We'll move your data safely, accurately, and without the headache.
MIGRATION PATHS BUILT FOR YOUR SITUATION
Direct Migration
Already using Redtail or Wealthbox? We connect directly to pull your data with minimal effort on your part. Your contacts, policies, notes, and activities come over intact.
Custom CSV Migration
Coming from Salesforce, AgencyBloc, HawkSoft, or another platform? We'll work with your exported data to map and migrate everything into Swivel — no matter the format.
Books of Business Import
Have a book of business file provided by your carrier? We'll transform your data to align with Swivel configurations to be sure your data is accurate and up to date.
MORE THAN JUST MOVING FILES
Feature
Description
HOW WE GET YOU MIGRATED
1. Discovery Call
2. Data Export & Handoff
3. Mapping & Transformation
4. Test Import
5. Final Migration & Go Live
Custom pricing for your migration
Every migration is different. The size of your book, the complexity of your data, and your source system all factor in. We'll scope your project and provide a clear quote — no surprises.
Frequently Asked Question
How long does migration take?
Will I lose any data?
Can I keep using my old system during migration?
What if my data is messy?
Let's get your data into Swivel
Contact our team to scope your migration and get a custom quote.
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GET
IN
TOUCH
support@swivelcrm.com / support@swivelcrm.com /
