Email Marketing
Email that lands — and looks like you sent it.
Broadcasts, seminar invites, and birthday touches built in a drag-and-drop editor and sent from your own verified domain — so your message reaches the inbox and reflects your brand.
What you can send
From one-off broadcasts to full campaigns.
Whether it's a market update to your whole book or a seminar series with registration and tracking, Swivel's email tools are made for the way advisors actually market.
Broadcast emails
Send a polished update to a whole list or segment, and see opens and clicks.
Seminars & events
Run event campaigns with registration and tracking — the backbone of the annuity seminar funnel.
Birthday & milestone touches
Pair with automations so the right email goes out on the right day, every time.
Why advisors use it
Polished, deliverable, on the record.
Drag-and-drop editor
Build clean, branded emails without a designer — and save them as reusable templates.
Verified company sender
Send from your own domain for deliverability that keeps you out of the spam folder.
Personalization tokens
Merge each client's details into the message so a broadcast still feels one-to-one.
Compliance archiving
Sent emails are archived and logged to the client record, with BCC archiving available.
FAQ
Questions, answered.
Can I run seminar and event invitations through Swivel email?
Yes. Build email campaigns tied to events with registration, then track who opened, clicked, and signed up — ideal for the seminar funnel many annuity advisors rely on.
Will my emails actually reach the inbox?
Swivel lets you set up a verified company email sender (via a CNAME record) so your campaigns send from your own domain, which protects deliverability and keeps you out of the spam folder.
Can I personalize and template my emails?
Yes. Use the drag-and-drop editor and reusable email templates with personalization tokens, so every send looks polished and speaks to the individual client.
Are emails archived for compliance?
Yes. Swivel supports email compliance archiving (including BCC archiving) and logs sent emails to the client's record.
Fill the room and the calendar.
See Swivel's email marketing on a quick walkthrough built around the campaigns that grow a practice.