Unified Contact Record
Everything about a client, on one screen.
No more piecing a client together from carrier portals, an email inbox, and a folder of PDFs. Every policy, household member, document, and conversation lives on one record — so you open it and you're ready.
One record
The whole relationship, in one place.
The contact record pulls a client's entire history together — what they own, who they're connected to, what's been said, and what's next — so the context you need is never more than a click away.
Every policy & account
Annuities, life policies, and managed accounts roll up on the record — kept current by Swivel Sync.
Households & relationships
Connect spouses, households, and trusts so a family's full picture stays together.
One communication timeline
Every call, text, and email logged automatically — the whole team sees the full history.
Why advisors use it
Walk into every meeting ready.
Documents & suitability
Applications, signed forms, and suitability details sit right on the record where you need them.
Tags, categories & lists
Classify clients and prospects, then build contact lists for targeted campaigns and reports.
Ready for the review
Generate a Swivel Summary straight from the record before you sit down.
FAQ
Questions, answered.
What lives on a Swivel contact record?
A client's policies and accounts, their household, documents, suitability information, opportunities, appointments, and a full timeline of every call, text, and email — plus notes, tasks, and workflows, all on one screen.
Can I link spouses and households?
Yes. Swivel supports households and contact relationships, including trusts, so a family's full picture is connected rather than scattered across separate records.
Is every client communication logged automatically?
Yes. Calls, texts, and emails are captured on the contact's communication timeline, so anyone on the team can see the full history at a glance.
Can I organize and segment my contacts?
Yes. Use tags, categories, and statuses to classify clients and prospects, then build contact lists for targeted campaigns and reporting.
Put the whole client on one screen.
See the Swivel contact record on a quick walkthrough built around the way you serve clients.