Data Migration
YOUR DATA DESERVES A FRESH START
Switching to Swivel shouldn't mean losing years of client relationships. We'll move your data safely, accurately, and without the headache.
How It Works
MIGRATION PATHS BUILT FOR YOUR SITUATION
Direct Migration
Redtail & Wealthbox
Already using Redtail or Wealthbox? We connect directly to pull your data with minimal effort on your part. Your contacts, policies, notes, and activities come over intact.
Custom CSV Migration
Any Other CRM or Spreadsheet
Coming from Salesforce, AgencyBloc, HawkSoft, or another platform? We'll work with your exported data to map and migrate everything into Swivel — no matter the format.
Books of Business Import
Carrier provided CSV imports
Have a book of business file provided by your carrier? We'll transform your data to align with Swivel configurations to be sure your data is accurate and up to date.
What's Included
MORE THAN JUST MOVING FILES
| Feature | Description |
|---|---|
| Data Mapping | We map your fields to Swivel's structure so nothing gets lost in translation. |
| Contact & Household Migration | Clients, prospects, and household relationships all come over organized. |
| Policy & Product Data | Annuities, life insurance, AUM accounts — we bring your book of business with you. |
| Notes & Activity History | Years of client notes and interaction history, preserved. |
| Validation & QA | We check the import for accuracy before you go live. |
Data migration covers your CRM data — contacts, policies, notes, and activities. Need to transfer your actual files (PDFs, applications, signed forms)? See our Document Transfer service.
The Process
HOW WE GET YOU MIGRATED
- 1. Discovery Call
- 2. Data Export & Handoff
- 3. Mapping & Transformation
- 4. Test Import
- 5. Final Migration & Go Live
Custom pricing for your migration
Every migration is different. The size of your book, the complexity of your data, and your source system all factor in. We'll scope your project and provide a clear quote — no surprises.
Frequently Asked Question
How long does migration take?
Most migrations complete within 1-2 weeks, depending on data volume and complexity. We'll give you a timeline during the discovery call.
Will I lose any data?
No. We map every field and validate the import before going live. If something doesn't transfer cleanly, we'll work with you to resolve it.
Can I keep using my old system during migration?
Yes. We recommend a cutover date, but you can keep working in your current system until we flip the switch.
What if my data is messy?
That's common — and we can help. Consider our Concierge Service which includes data cleaning alongside migration.
Ready to Move?
Let's get your data into Swivel
Contact our team to scope your migration and get a custom quote.