We may have gained an hour, but our latest updates will save you even more time. 🕰️ See what’s new with Swivel this November!

Release Highlights

Quick View of Contact Details

When selecting a contact hyperlink, users will be brought to a view slide out highlighting important information about a contact. This includes phone, email, notes, tasks, workflows and more without having to leave your current page. If more information is needed, users can select the “Details” button to open the full contact show page.

New Supported Carriers for Swivel Sync

The following carriers are now available for all Swivel Sync devices:

• North American
• Nationwide
• Fidelity & Guaranty
• Athene
• Global Atlantic
• Security Benefit
• Oceanview
• Equitrust

Connect External Sources to Swivel to Create Contacts

Customers can now connect external sources—such as lead generation platforms, marketing tools, or website forms—to automatically create new contacts in Swivel via API Keys. This integration sends contact data one way into Swivel, ensuring that new leads or contacts are captured without manual entry.

Other Enhancements

• Ability to filter contacts and create lists by Primary Address City
• Ability to filter contacts and create lists by Primary Address Zipcode
• Ability to filter and create lists by Product Status
• Create and sync all day events on the Swivel Calendar