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