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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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.

Managing Workflows

Users with an Owner or Manager role can now manage workflows from the Workflows tab on the left side navigation. Previously located in Advanced Setup, users can now create, publish, and edit all existing workflows in their account. Workflows can also be filtered by Type, Status, Default Assignee, and more.

When creating new workflows, users are taken through a step by step wizard after selecting a workflow type. When creating new or managing workflow steps, users can drag and drop to reposition any steps within a given workflow.

Full Calendar Experience

In addition to the current “Upcoming Event and Appointments” dashboard widget, users are now able to view their full calendar from the Calendar Tab on the left side navigation. This implementation gives users a day, week, and month view where they can edit and view current and upcoming appointments and marketing events assigned to them.

Other Enhancements

• Updated Upcoming Events and Appointments dashboard widget
• Ability to assign a color to an appointment type from Edit/Create New Form
• Change appointment type from Appointment Details slide out page

Hi there,

At Swivel we know how important it is to keep track of your day and the client information that goes along with it. So, we've created a calendar experience we think you will like.👇

Full Calendar Experience

In addition to the current “Upcoming Event and Appointments” dashboard widget, users are now able to view their full calendar from the Calendar Tab on the left side navigation. This implementation gives users a day, week, and month view where they can edit and view current and upcoming appointments and marketing events assigned to them.

Viewing Your Calendar

With the full calendar experience, we have enhanced how users view their events and appointments. While on the day view within the Calendar Tab, users can quickly see the appointment details including the appointment name, location, the contact(s) associated to the appointment (with a direct link to the Contact View), status, and link to view each contact's Swivel Summary. Users can also select any appointment from any view (day, week, or month) to open the Appointment Details slide out.

Managing Your Calendar

We get it, appointments are always changing - that's why we have made it easy to edit appointments and create new ones directly from Swivel. Users can either drag and drop appointments or select "Edit" from the Appointment Details slide out to move an appointment date or time. To create a new appointment, users can either select the "New Appointment" button or select an open time slot on their calendar.