GET UP AND RUNNING WITHOUT THE GUESSWORK
Swivel is built to be simple, but your business isn't one-size-fits-all. Our onboarding team configures Swivel to match the way you actually work.
ONBOARDING TAILORED TO YOUR PRACTICE
Kickoff & Discovery
We start by understanding your business — your client types, products you sell, and how you like to work. This shapes everything we configure.
System Configuration
Custom fields, pipeline stages, task templates, and views — all set up to match your workflows before you log in.
Automation Setup
Birthday reminders, policy renewal alerts, follow-up sequences — we'll build the automations that keep your practice running on autopilot.
Guided Training
Live walkthroughs with your team so everyone knows how to use Swivel from day one. We don't just hand you videos and walk away.
Workflow Optimization
We'll show you the shortcuts and best practices that help top producers get more done in less time.
Go-Live Support
Questions in your first week? We're a call or chat away. Your success is our success.
HOW ONBOARDING WORKS
1. Kickoff Call
2. Configuration
3. Training Sessions
4. Practice & Questions
5. Go-Live
6. Ongoing Support
Built for insurance and financial professionals
Swivel Onboarding is designed for agents and advisors who sell annuities, life insurance, and manage AUM. We understand your workflows, compliance needs, and the way you build client relationships — because that's who we built Swivel for.
Onboarding priced for your team
Whether you're a solo advisor or a growing agency, we'll scope an onboarding package that fits. Pricing depends on team size, complexity, and the level of customization you need.
Let's set up Swivel for your practice
Contact our team to discuss your onboarding needs and get a custom quote.
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GET
IN
TOUCH
support@swivelcrm.com / support@swivelcrm.com /
