Onboarding
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.
What's Included
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.
The Process
HOW ONBOARDING WORKS
1. Kickoff Call
We learn about your practice, your team, and your goals for Swivel.
2. Configuration
We set up your account — fields, pipelines, automations, and integrations.
3. Training Sessions
Live training with your team, tailored to your setup and workflows.
4. Practice & Questions
Time for your team to explore with our support standing by.
5. Go-Live
You're officially running on Swivel. We check in to make sure everything's smooth.
6. Ongoing Support
Our support team is always here as your business grows and evolves.
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.
Ready to Get Started?
Let's set up Swivel for your practice
Contact our team to discuss your onboarding needs and get a custom quote.
