Importing Policy and Account Information

Whether users are importing a single policy or an entire book of business, importing into Swivel can support bulk uploads and ensures that your data is accurately mapped into the system.

Self-Service Product Imports

Users can now import both contacts and account and policy data directly into Swivel. Found on the Contacts, Leads, or Clients tab, the import template now includes the supported product fields to easily help guide users through this import process.

With our import mapping tool, it is easy to import both contact and product fields in one import and map them to the correct data points within Swivel. This helps users confirm that they are importing their data correctly.

Ready to start importing your products? Check out more helpful tips and FAQs from the Imports collection in our knowledge base.