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.

Release Highlights

Self Service Product Import

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 and our import mapping modal helps guide users through this import process.

Creating Opportunities

From the Opportunities tab on the left side navigation, users can now create new opportunities for contacts by selecting "+New Opportunity" and choosing from their configured pipelines.

Broadcast Text Messaging

Users can now send broadcast text messages to filtered lists on the Contacts, Leads, or Clients tab, selecting the Text Message button on the engagement bar. Due to new carrier regulations for businesses sending text messages, Swivel also takes you through a step-by-step registration process to compliantly send broadcast text messages. Please keep in mind that there are prerequisites required to register.

Email Domain Registration for Broadcast Emails

Easily connect your website domain directly from your Swivel account by navigating to Settings > Email Domains. Once you have connected your domain with updated DNS records, you are ready to send broadcast emails directly from Swivel.

Dynamic Entry on Import Modal

Dynamically create new values related to contacts or products from the Import Modal. This reduces the need for manual configuration of your account before importing contacts and products.

Other Enhancements

• Contact phone and email information added to Appointment Details slide out on the Calendar tab
• Contact status added as a required field on the Import Contacts modal
• Default Product Options added to Import Modal

Broadcast text messaging within Swivel is a great way to send targeted and timely communication and keeps your leads and clients informed.

Sending Broadcast Text Messages

Users can now send broadcast text messages to filtered lists through Swivel. Found on the Contacts, Leads, or Clients tab, selecting Text Message in the engagement bar takes users through a step by step wizard to send their broadcast text message. To learn more about the feature, check out the Text Campaigns collection from our Help Center .

Text Message Opt-In

New carrier regulations require all businesses using texting to register their phone numbers with the Campaign Registry (TCR). Swivel's registration wizard will walk you through the step by step process to get your business registered to begin sending broadcast text messages. Please keep in mind that there are prerequisites required to register to the TCR which you can find in our knowledge base link below.

Texting Registration & How-To Webinar

If you would like guidance and more information on how to get registered to send broadcast text messages through Swivel, please join our webinar on Wednesday, October 2nd at 11am CST.

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