Swivel is treating you to some exciting new features this October! 🍬 Check out our latest updates below:

Release Highlights

Multiple Users Associated to Calendar Events

When creating appointments and events within Swivel, users can now select multiple user calendars to associate an appointment or event to. In the past, any given appointment or event could only be associated to one user calendar. If users also have their calendar synced in Swivel through Outlook or Google, their associated appointments will also sync to these applications.

Appointments Report

From the reports tab, users can now view the Appointments Report to show all appointments in their account. This report can be filtered by date, appointment type, and status. Users can also edit and update appointments from this report.

Opportunities Board View Workflow Enhancement

Users can now view the assigned user and due date of a given workflow associated to an opportunity directly from the board view! This gives deeper clarity into outstanding tasks ands steps to keep your pipelines moving forward!

Product Status Filtering

Product status is now a selected filter option on the Contact lists, contact reports, and product reports.

Phone and Email Remarks

Users can now store more detailed information related to phones and emails on contact information using the Remark field. Quickly add remarks by selecting the "Edit" button on the Contact Card.

Other Enhancements

• Ability to import household association relationships via import using Household Key
• Product Status drop down allows for selection of all available product statuses

We’re kicking off fall with a playbook full of new features designed for agency's like yours. 🏈 Check out our latest release updates:

Release Highlights

Exclude Contacts from Lists

Users now have the ability to exclude contacts from saved contact lists without having to remove their filter criteria. By selecting the red remove contact icon, this will move the contact to the tab "Excluded Contacts" and exclude this contact from any broadcast communication sent to this list of contacts. The excluded contact can be added back at any time.

Adding an Email Signature to a 1-to-1 Email

After configuring a email signature in the Calendar & Email Account settings for a synced email, users can attach this email signature to any email they send 1-to-1 to a contact in Swivel.

Calendar Views in Swivel Connect

The calendar view in our mobile application, Swivel Connect, has been enhanced to now include an Agenda View, Day View, 3-Day View, and Month View. Users now have greater visibility in looking ahead to their upcoming appointments directly from our mobile application.

Product Date Filter on the Annual Review Report

Users can now select from different product dates on the Annual Review report. The default option will be Open Date but users can now select from Issue, Effective, or Closed date to return results of the upcoming annual reviews within a given month.

August is here, and so are the latest Swivel feature updates to help you close out summer strong. ☀️

Release Highlights

Product Custom Fields on the Swivel Summary

Users can now configure their product custom fields to be viewable on their client's Swivel Summary. A great example is for the product "Bonus" custom field. By enabling this field on the Swivel Summary, their clients can now view the bonus associated to the product they have purchased.

Change Opportunity Pipelines

Need to move an opportunity from one pipeline to another? Users can now move opportunities to different pipelines by selecting the action menu within an opportunity & selecting Change Type.

Filter by Contact Custom Fields in Advanced Filters

Filtering contacts by custom field values is now available from the Contact Advanced Filters -> Custom Field Filter section. These fields are also exportable from the Contacts tab in Swivel.

Bulk Update Contacts

Users now have the ability to Bulk Update various contact related information. From the Contacts tab, users can select the action menu and then select Bulk Update to select from the following fields to update data or clear data from:

• Assign Users, Assign Groups, Contact Category, Contact Status, Add Tag, Remove Tag, Replace Tag, Servicing Agent, Lead Source, Zone, Office, Do Not Contact, and Deceased Fields

Other Enhancements

• Automation Trigger: Attendance Outcome
• Automation Trigger: Opportunity Sales Stage
• Ability to search contacts by zipcode
• PII information (DOB, SSN, Age) now available on all exports
• Ability to filter by Product Interest
• Ability to filter contact related criteria on the Product Report
• Filter data fields are now available on the Contact Export and Product Export

Cue the fireworks early! 💥 These new features are sure to make your daily tasks and workflows more efficient and more effective!

Release Highlights

Task Tab on Main Navigation

View and manage tasks more efficiently from the Task Tab! View your personal tasks as well as tasks assigned to other users in your account, ensuring nothing is falling through the cracks. Here are the key features of the Task Tab:

• Filtering: Users can filter tasks using the date filter to view tasks due in a specific date range, by users, and by task type. Task type includes contact related tasks or general tasks assigned at the tenant level.
• Search: search for tasks based on their task name
• Show Completed: Users can also show a list of all completed tasks in relation to any applied filters
• New Task: this functionality allows users to create both General and Contact associated tasks right from the Tasks Tab.

Task & Note Comments

Swivel now supports the use of Comments associated to Notes and Tasks! Comments can be made on Notes from the right side notes panel by selecting Comment. For Tasks, users can select the small chat bubble icon next to a task to view or create comments. If the chat bubble icon is filled in, that means comments exist associated to this task.

Overlay Multiple User Calendars

From the calendar tab, users can now select more than one user calendar from the Calendars selection window to view at one time. Appointments will now show a badge indicator representing the initials of the user calendar assigned to this event. This gives greater visibility into your organization for ease of scheduling.

Create Opportunity Pipelines & Sales Stages from the Opportunities Tab

Users can now create a new opportunity pipeline by selecting the +Pipeline button next to their already configured pipelines on the Opportunity Tab. Users quickly enter in the name of the new pipeline and select Add. Select the +Add Sales Stage button to complete the new Sales Stage for this new pipeline or an existing one.

Manage Sales Stages from the Opportunities Tab

Edit your Sales Stages directly from the Opportunities Tab in the following ways:

• Change the Position of Sales Stages - Users can now drag and drop Sales Stages in order to reposition their order. Simply hover over the white space next to the Sales Stage name and select and hold. Drag and move the Sales Stage column in the order you prefer.
• Change the Name of Sales Stages - To edit the name of a Sales Stage, simply hover and click on the name of the Sales Stage to open a edit text box to update the name.
• Delete a Sales Stage- At the bottom of each listed Sales Stage in a pipeline, you will see the read trash button, select this to delete the sales stage from this pipeline and your account entirely.

Quick Tag Management

Users can now easily add, remove, or edit tags directly from the contact show page. The +Tag button allows users to add configured tags to a contact or create a new tag. When hovering over a tag, users will see a red "X" to remove a tag from a contact. Hovering and selecting the tag name will open and text edit to change the name of a tag across your Swivel Account.

Other Enhancements

• Issued & Effective Date field available on Annual Review Report and Product Report Export
• Product Values broken out on Annual Review Report Export
• Filter by User and view completed Tasks on the Dashboard widget
• Product Dates (Status, Opened, Issued, Effective, and Closed) shown on Product Card
• Start and End Time field available on Marketing Events and Calendar Appointments
• Event Outcome Automation Trigger

With summer on the horizon, we're excited to share fresh new feature releases that brings efficiency to how you manage your clients and your daily to-do lists. 😎

Release Highlights

Referred By Native Field & Referral Accordion

When creating or editing contacts, users will now see a native field for Referred By. Users can attach a contact in Swivel in this field to show a referral relationship. If a contact in Swivel has been attached as a referral in the Referred By field, all of their referrals will show under the Referral Accordion in their contact record.

Workflows Tab Update

When navigating to the workflows tab on the left side navigation, users are now able to view upcoming workflow steps in a larger view. Users can also filter by next step date, users, workflow types, and search for a given workflow.

Contact List View Enhancements

Several enhancements have been made to the saved list views from the Contacts, Leads, or Clients left side navigation tabs. These include: Email & Text Engagement buttons to send broadcast messages directly from a list, ability to send a 1 to 1 email or text message to a contact on a list by selecting the mail or message icon, and updates to the action icons for opportunities, appointments, and products.

Accordion Counts in the Contact View

Next to each contact accordion, users can now see count indicators of the items within each accordion. For example, in product line accordions users will see how many products are pending, open, or closed.

Other Enhancements

• View Spouse & Household associations from the Contact View Page
• View Deceased Tag for Contacts from Household Association View
• Ability to delete product value logs even if there are associated values
• Product Related Workflows show on the attached Opportunity in the Board View

Check out the ways we are working to make your day-to-day tasks and processes more efficient with Swivel! With quick ways to search or create contacts as well as view your opportunities, Swivel helps you get your to-do list, DONE. ✅

Release Highlights

Quick Search for Contacts

Search for contacts from anywhere in Swivel by typing in the search bar found on the top navigation bar.

+Create Action Button

By selecting the +Create button on the top navigation bar, users can now create a new Contact, Opportunity, Appointment, Carrier or Institution, and even a new Vendor from anywhere in Swivel.

Opportunity Board View

The Opportunities Board View can now be found on the Opportunities tab. By breaking down each sales stage in a given pipeline and showing each individual opportunity as its own card, it gives a clear understanding of where a contact is in your sales pipeline and allows you to take action to help your contacts progress. Users can drag and drop, filter, search, and export opportunities from this view.

Household Name on Contact Export

When exporting a contact list from the Contacts, Leads, or Clients tab, users will now notice the column “Mailing Label”. This field includes the household association name if a contact belongs to a Household. If they do not belong to a household, this will pre-fill with their individual name. This is helpful when sending out mailers specifically, so that agents and staff can cut down on mailing costs and mail to an entire household at once rather than each individual contact.

Other Enhancements

• Sort by Last Name in Contact Lists
• Client Since Field now available under General Information in Contacts
• Calendar Tab automatically keeps your Calendar View preferences
• View Contacts Associated to an Opportunity in Contact Views

No jokes here, just some serious feature updates we are excited to share with you! Check them out below 👀

Release Highlights

Automations

By navigating to the Automations tab on the left side navigation, users can now create and view automations for their account. Select from one or more automation triggers and a defined action(s) to help make your business processes more efficient and effective. (We've even created a sample birthday email automation for you to view 😆)

Document Folders

Users now have the ability to create and manage folders within Swivel. This can be done anywhere users store documents (Contacts, Products, Marketing Events or Campaigns, etc). Users have the ability to drag and drop a folder from the their computer or create a new folder directly from Swivel by selecting “+New Folder”. If there is a current document in Swivel that should be moved within a folder, then a user can select “Move to” from the action menu on that document and move it to the respective folder.

Products Grouped by Product Lines on the Contact Record

A new update to the contact page now shows each product line in it's own separate accordion. In a former state, all policies and accounts were listed under the "Products" tab. Now they are grouped with their respective product lines making it easier to search for specific accounts and policies.

Document and Notes Roll Up View Within Each Product Line

Within each respective Product Line accordion, users will now see a Notes and Documents nested tab. These tabs represent a rollup view of all product notes or documents within that product line.

Other Enhancements

• Ability to assign access codes for users based on product line or institution visibility
• Ability to customize the Lifetime Production widget on the Dashboard

Spring is a time for growth—and so is your business! Check out our newest updates built to help agents thrive. 🍀

Release Highlights

New Product Wizard

When users need to a create a new policy or account, they will see 3-step wizard involving policy or account creation, adding transactions and tracking commissions in one seamless experience.

Policy and Account Dates

Swivel now supports native Issued and Effective date fields to make managing critical policy dates easier. All product dates - Opened Date, Issued Date, Effective Date, Closed Date, Product Status Date - can now be managed and changed individually.

Calendar Event and Appointment Statuses

When scheduling events within Swivel or viewing events that are synced from an integrated calendar account, users can now make a status selection of “No Status”. By doing so, this will remove the status icon all together across Swivel. This gives a clean and accurate view of appointments and events within Swivel, because not all events or appointments require a status.

Other Enhancements

• Ability to view the Swivel Summary from a saved contact list view

The shortest month of the year is here, but we've got some big updates—let’s dive in!

Release Highlights

Email Templates

Users can create and save customized email templates with images, buttons, icons and more directly from the Marketing Tab. Navigate to the templates section to edit a previously created email template or create a new one. Users can select a pre-made template from the library or select a blank template to create their own.

Sending an Email Directly to a Contact

Users are now able to send a plain text, template, or HTML email directly from the contact page. By selecting the Email button in the engagement bar, users are brought to a 2-step wizard to send their email.

Reoccurring Meetings Viewable in the Swivel Calendar

Users with an integrated calendar account within Swivel can now view their scheduled reoccurring meetings within the Swivel calendar. These meetings are view only, giving users within Swivel greater visibility when scheduling appointments for themselves or for other users.

Commissions Experience

Commissions are now managed separately from policy values, more specifically within the dedicated Commissions tab from each policy or account. Previously, users may have used a dedicated value register to track and manage their commission splits and rates.

Updating and Managing Values

Previously, Registers represented the different types of values stored for a given account or policy. They are now referred to as Values and are managed by the product and not the product line. Users can edit the name and order of values on a specific product by selecting Manage Values from the action menu on a product.

Other Enhancements

• Ability to delete appointments from Swivel Connect
• Updated calendar selection drop down in appointments to include both the Swivel calendar and any integrated calendar accounts associated to a user
• Updated Reports: Commission Report, Sales Report, and Transaction Report

Sending an email from Swivel can be done in 4 easy steps. Why not make creating an email that easy too? Check out our latest release on creating email templates DIRECTLY from Swivel! 🙌

Creating an Email Template

Users can create and save customized email templates with images, buttons, icons and more directly from the Marketing Tab. Navigate to the templates section to view and edit a previously created email templates, create new templates, and delete unwanted templates.

When selecting New Template button or editing an existing template, users are brought into an email template builder, where they can add custom content blocks like images, text, social icons, dividers and more. Within these content blocks, users can make additional customizations (font size, color, image size, links, etc) depending on what content they are creating. The drag and drop functionality of the content blocks also allows for quick and easy customization of an email.

Sending an Email from a Template

When sending a broadcast email through the Email engagement button or on a marketing channel, users can also select a pre-saved template in the email creation wizard to send to a saved contact list.

Check out more helpful tips and FAQs at our knowledge-base link below.