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.
Know exactly which carriers you can connect with through Swivel Sync
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.