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.

It's hard to believe 2025 is already here, but we want to hit the ground running with these new features! 🎉 Check them out below 👇

Release Highlights

Conversational Text Messaging

To send a text message directly to a contact, users can select the Text Message button in the contact engagement bar. This will open a conversation window to send a new message and view previous messages to that contact. If a contact replies to a message, it will also appear in this window.

Before using text messages, you must register the phone number and campaign. Please visit the Text Campaigns collection to review pre-requisites, instructions, and FAQs to get started.

Text Message Notifications

When any contact in your account replies to a text message with a message of their own, users can view their message notifications from the Messages center on the top navigation bar. A red indicator dot appears when there is any unread message in your account.

Swivel Connect: Calendar Experience

Our mobile app, Swivel Connect, is now equipped with a user friendly calendar experience. Easily scroll through your current day or upcoming appointments, or quickly navigate to any given day on your calendar.

While sending a broadcast text message allows you to communicate with your contacts in large quantities, sometimes you need to send a more tailored message directly to a contact.

Now you can send any contact a one-on-one text message and receive reply notifications directly from your Swivel account. Yes, it's that simple! 💬🔔

Sending a Conversational Text Message

To send a text message directly to a contact, users can select the Text Message button in the contact engagement bar. This will open a conversation window to send a new message and view previous messages to that contact. If a contact replies to a message, it will also appear in this window.

Text Message Notifications

When any contact in your account replies to a text message, users can view their message notifications by selecting Messages from the top navigation bar. Users can view all messages, filter by only unread messages, and even open up the text conversation window directly from the Message notifications.

Before using text messages, you must register the phone number and campaign. Please visit the Text Campaigns collection to review pre-requisites, instructions, and FAQs to get started.

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

It's the most wonderful time of the year and we have some exciting gifts for you below! 🎁☃️

Stay connected to your clients, manage appointments and complete essential tasks on any mobile iOS or Android 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.

It's time to stop jumping between calendars and your CRM - with Swivel, you can directly manage your calendar AND other user's calendars directly from the Calendar tab. 🙌

📢 ALL USERS WILL NEED TO RELINK THEIR CALENDAR & EMAIL ACCOUNT 📢

Calendar Management

When viewing the calendar tab, users can select from the user drop down to view another calendar within their account. With Microsoft or Google Integration, this view gives you a complete look into another user's day and availability making scheduling appointments or managing calendars more efficient.

Calendar Integration Settings Update

At next login, users will have to relink their calendar integration account through Settings. Once your account is linked, users will also be able to select from all calendars from their integration account and decide if they would like those calendar's to be integrated into Swivel.

It's time to relax before the holiday season is in full gear, but we have exciting new updates to share with from Swivel. 👀

Release Highlights

User Tasks & Workflows on the Calendar Tab

Users can now view their assigned Tasks and Workflows directly from the Calendar Tab, making meeting with clients and getting your to-do list done more efficient.

Screenshare

Users can now host a screenshare meeting with any contact directly from the Contact Show Page by selecting Screenshare in the engagement bar.

PII Information on Household View

Both the Date of Birth and SSN of the primary and secondary contacts within a Household are now viewable from the Household association view. This ensures users can access vital information while managing applications and client servicing.

Insured Field

On policies and accounts, users can now store Insured Person data. Insured data will also show on the product accordion, Swivel Summary, and is supported via product import and export.

County Field

Users can now easily store, filter, export and import County fields for leads and clients. County can be found under the Contact Details section of a contact.

Other Enhancements

• Annual Review Report filters by "Opened On" date
• Ability to disable tenant wide email campaigns from Email Account Settings
• Associate an opportunity to a product from the Product Details slide out
• Updated layout for New/Edit opportunity forms
• Updated Opportunity Tab list view

Whether you are meeting with your clients in office or virtually, Swivel allows for real time collaboration and increased confidence in the services you provide with Screenshare.

Screenshare

Users can now host a screenshare meeting with any contact directly from the Contact Show Page by selecting Screenshare in the engagement bar.

While hosting a screenshare meeting, users have many options on how they can interact and show information to their contacts. For example, the host can grant any viewer collaboration permissions to click or complete information fields directly on the host screen. This saves having to schedule an in person meeting when you can get all the information you need completed virtually.

Check out more helpful tips and FAQs by accessing the help center article below.

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.