ALWAYS READY. ALWAYS IN SYNC.
Swivel Sync securely connects to supported carrier and institution websites to automatically pull policy and account values, recording them directly into your Swivel CRM with our patented technology. See everything in one convenient place with Swivel Summary
so everyone is always in the know, always in sync.
See values, statements, contributions, and withdrawals all in one place.
Looking up info from your carriers and custodians costs your team valuable time and energy. Swivel Sync automates this process by summarizing your clients' information in a single view. We free up your time to focus on strategic work by taking these tedious and repetitive tasks off your plate.
Be prepared for every client meeting with accurate, complete information.
Reduce the effort, time and cost to service your clients by refreshing client policy and account data with the click of a button. Swivel Sync takes the stress and worry out of preparing for client meetings. Now you'll be ready for every client review and interaction.
Give clients confidence in your recommendations and their decisions.
With Swivel Sync & Summary, you can make every client interaction count, including client meetings, policy and account servicing, and annual reviews. When you have up-to-date information you can make insightful recommendations and timely decisions. Clients can feel the difference when you're confident.
Supported Carriers
Our growing list of supported carriers & institutions makes it easy to keep all your client data connected. Swivel Sync securely links to each carrier portal and updates your CRM automatically.Swivel Sync's list of supported carriers & institutions continues to expand — contact us to see who's next.