Features
One system for your
entire book of business
From the first conversation to every annual review, Swivel brings your clients, policies, AUM, commissions, and communication into a single operating system — built for the agents and advisors who sell annuities and insurance and manage assets on the side.
One platform, not a pile of point tools
Texting, email, AI notes, screenshare, aggregation — all built into the same system.
Most advisors stitch together a CRM, a texting app, an email tool, a notetaker, and a stack of carrier logins. In Swivel it's one platform on one client record — so the work flows instead of bouncing between tabs and exports.
One source of truth
Every client's whole picture, in one place.
This is what makes Swivel different. Stop rebuilding the same portfolio in a spreadsheet before every review — Swivel keeps it current for you.
Swivel Sync
Our patent-pending aggregation pulls live policy and account values from two dozen carriers and custodians — Allianz, Athene, Nationwide, Schwab, Fidelity and more — straight into Swivel. No portal-hopping, no manual entry.
Learn moreSwivel Summary
A clean, branded one-pager of everything a client owns — every annuity, life policy, and managed account, with balances, contributions, and withdrawals. Print it or hand it over before the review.
Learn moreThe unified contact record
Policies, household, documents, suitability, and every call, text, and email on a single record. Open one screen and you're ready for the conversation.
Learn moreRun your practice
The day-to-day, handled.
The operating system underneath your practice — pipeline, process, and follow-through that keep producing whether you're at your desk or in front of a client.
Opportunities
Track every prospect and case through customizable pipelines, with weighted forecasting and stage-conversion analytics so you know what's really closing.
Learn moreWorkflows
Turn new-application, onboarding, and annual-review processes into repeatable, assignable checklists with due dates — nothing slips through suitability or compliance.
Learn moreTasks
Team task boards that link to the exact client and policy, assignable to you or your staff, so service work never falls off the radar.
Learn moreAutomations
Birthday, anniversary, and age-based outreach that runs itself. When a client turns 59½ or a contract nears maturity, Swivel creates the task and sends the message.
Learn moreCalendar
Appointments, tasks, and seminars on one calendar, two-way synced with Google and Outlook. Confirmation links cut down on review no-shows.
Learn moreContact Lists
Work a focused set of clients — dynamic lists that auto-refresh on your filters or static lists you curate — then campaign, assign tasks, and track call-down progress with dispositions.
Learn moreConnect with clients
Every way you reach clients, built in.
No bolt-on texting app, no separate notetaker, no extra Zoom seat. It's all in Swivel, on the same client record — and the compliance pieces are handled for you.
AI Notetaker
One button records your client meeting right in the browser and writes a structured summary back to the client's notes — no typing, no extra Zoom subscription. Shape the output with your own AI Templates.
Learn moreTexting
Send one-to-one conversational texts and broadcast text campaigns — with the carrier-required 10DLC registration handled for you and every message archived for compliance.
Learn moreEmail marketing
Broadcast emails, seminar and event campaigns, and birthday touches with a drag-and-drop editor and a verified company sender that keeps you out of the spam folder.
Learn moreScreenshare
Walk a client through an illustration or their Swivel Summary live — the invite goes out by text or email straight from the contact record.
Learn moreTemplates
Standardize all of it: AI note structures, email and text templates, plus task and workflow templates your whole team works from.
One timeline
Every call, text, and email logs to the client's record automatically — so anyone on the team can pick up right where the last conversation left off.
Everywhere you work
Your practice, on every screen.
Swivel Connect
The agent mobile app
Your book in your pocket. Review production, pull up a contact, record an AI note, run a workflow, and generate a Swivel Summary right from your phone — free on iOS and Android, synced with your CRM in real time.
Learn moreSwivel Client Portal
A private portal for your clients
Give clients their own web and mobile portal to see upcoming appointments, view their Swivel Summary, and reach your team — with activity tracking so you know the moment they're engaged.
Learn moreProduction vs. goals
Track submitted and issued production by week, month, and year against each agent's goals, right from the dashboard.
A full report library
Sales, product, portfolio, annual-review, birthday, referral, compensation, and pipeline reports — many convertible into a contact list for instant outreach.
A built-in cross-sell finder
Surface clients whose aggregated values cross a threshold — maturing annuities, surrender periods ending — so the next opportunity finds you.
And everything else a growing practice needs
Network View for IMOs, FMOs, and agency owners managing a downline · compliance archiving for email and text · document storage on every record · contact lists and segmentation · carriers & institutions and compensation tracking · and guided migration from Redtail and Wealthbox.
Ready to run your whole book from one place?
See Swivel Sync, the Swivel Summary, and the full platform on a quick walkthrough built around the way you sell.
Curious about cost? See Swivel pricing →