Opportunities
See every case from first contact to issued.
Track prospects and cases through pipelines that match the way you sell — with forecasting and analytics that tell you what's really closing, tied to the actual products and carriers in play.
A pipeline that fits your process
From seminar lead to issued policy.
Move every case across a visual board, stage by stage, with each opportunity carrying its probability, its products, and where it came from — so your pipeline is a real picture of your book, not a guess.
Custom pipelines & stages
Build the stages you actually use and drag cases across a clean Kanban board.
Tied to real products
Each opportunity links to the contact, the products and carriers, and the event or appointment behind it.
Probability built in
Stages carry weighting, so the value you see is the value that's likely to land.
Know what's closing
Forecasting that holds up.
Weighted pipeline summary
See your total pipeline next to its probability-weighted value, in real time.
Expected production
A forward-looking revenue forecast based on your opportunities' estimated close dates.
Stage conversion analytics
A funnel report of conversion rates and sales velocity, so you can see exactly where deals stall.
FAQ
Questions, answered.
Can I customize pipelines and sales stages?
Yes. Build the pipelines and stages that match how you actually sell — seminar lead to appointment to application to issued, or whatever fits your process.
Does Swivel forecast production?
Yes. A Weighted Pipeline Summary compares your total pipeline to its probability-weighted value, and Expected Production forecasts revenue from your opportunities' estimated close dates.
Can I see conversion rates between stages?
Yes. Stage Conversion Analytics is a configurable funnel report that shows conversion rates and sales velocity between stages, so you can see where deals stall.
Do opportunities link to the actual products and carriers?
Yes. An opportunity connects to the contact, the products and carriers involved, and the marketing event or appointment it came from — so your pipeline reflects real cases, not abstractions.
Know your number before the month ends.
See Swivel's pipeline and forecasting on a quick walkthrough built around the way you sell.