AGENTS & ADVISORS

STREAMLINE YOUR PROCESS ACROSS ALL CLIENTS AND SERVICES

With Swivel,  you can work in a seamless, organized way across different types of clients and products to help your customers achieve their financial objectives.

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Support each step of your customer journey

Swivel supports each step of your customer journey from leads and opportunities to sales and retention. Rather than forcing your process to fit our system, Swivel adapts to you with a flexible framework that works the way you do. Whether you set up Swivel yourself or have our Concierge Service do it with you, Swivel sets you up for success.

See all your clients’ assets, policies, and statements in one place

Swivel's Portfolio View summarizes all of a client's policies and accounts in a single view. Clients can access this Portfolio View through the Client Portal. Our patent-pending data aggregation technology automatically updates account balances and keeps them accurate so you and your clients don't have to login to different carriers' and providers' websites to see where things stand.

Manage, track and nurture your client relationships

Scheduling and preparing annual reviews is a lot easier with Swivel. Our system schedules email invitations to go out to clients at the right time and ensures you're always ready for these conversations with up-to-date information. That way, you can fulfill client expectations and capture upsell opportunities. What will you do with all the time you save?

Stay on top of your process and make good decisions
Stay organized and efficient throughout your day with tasks and custom workflows.
Schedule and manage all your client appointments directly from Swivel.
Make data driven decisions by tracking production, commissions, fees and residuals.
Show your clients real-time values and information with Swivel's Aggregation Tool and Portfolio View.
Capture more referral opportunities from existing customers.
Get questions answered right away with Swivel's Concierge Service.
CUSTOMER STORIES

HERE'S WHAT PEOPLE 
ARE SAYING

I wanted to reach out and tell everyone how happy I am with Swivel. The CRM is flexible yet robust with some well thought out modules. Working with them has thus far been a joy. Meanwhile, Rosy Melendez my onboarding sherpa, is pleasant, efficient and knowledgeable. And best of all, the team is accessible and responsive, a necessity in today's fast paced business world.
Ronald Bommarito
Bommarito International
We’ve been working with Swivel for over 2 years now. Their customer service is top notch. They’ve been extremely responsive to our requests and worked hard to help us create exactly what we need. We’ve been very pleased with how customizable the workflows are, and how much they’ve helped us collaborate as a team. As agents, we’ve loved having our opportunities and leads right at our fingertips, where we can take immediate action. Swivel is also developing a unique system to aggregate client account information from insurance companies directly into the CRM automatically. We’re excited to see how the system continues to develop in the future!
Scott Graves
Alignment Financial Advisors
Most say they are the best, but they haven't built the best! In an industry of cowboys, the only way to duplicate yourself is to build something that others can't screw up. Swivel made this a reality for me and my business. Couldn't have done it without them!
Karson Woodmansee
Galvacare
With Swivel, I have a CRM tool that allows me to manage client data, document communication with clients and carriers, store policy information, set appointment reminders, manage commissions, and do a host of other helpful things. Swivel affords me the opportunity to run my growing company effectively and efficiently and focus my time where it belongs – with clients. Thanks, Swivel and my amazing customer service team – Logan and Boni – for your support, assistance, and rapid response to questions. You are all phenomenal!
Julie Lampe
MediQuest Plus, LLC
Swivel allows me to be more efficient, therefore more profitable! Tracking follow ups so nothing falls through the cracks, setting annual reviews that produce revenue and having my client info at my fingertips makes me a much more affective producer. I spend less time looking for what to do next and more time doing the things that pay the bills!
Jeffery C. Tupper
President/Advisor Absolute Retirement Solutions
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