Our mobile app, Swivel Connect, is here!

Stay connected to your clients, manage appointments and complete essential tasks on any mobile iOS device. Swivel Connect prepares you to answer client questions in the moment, build trust and develop deeper relationships with your clients. Let's take a look into everything Swivel Connect gives you in real-time, right in the palm of your hand.

Complete Dashboard Overview

Get insights into your business when you need them by checking the dashboard and tracking the status of pending and completed new business by all production or by line of business. By tapping the bar graphs on the production chart, you can also view a breakdown of your sales and commissions.

Appointment Management

Access your previous and upcoming appointments, schedule meetings and update appointments, all from the convenience of your mobile device.

Contact Information Visibility

Quickly view and update contact information, access policy and account information and easily record notes and follow-ups. Deliver accurate and timely information in just a few taps by sending client's Swivel Summary directly through the app.

Task & Workflow Management

Create, edit, and complete tasks while on the move, ensuring nothing falls through the cracks. You can also manage and complete workflow steps from your streamlined processes to stay on top of your daily to-do list.

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