Finds anyone
Search by name, email, phone, postal code, tag or any field in the Contacts filter, then open the same list on screen.
The AI-assisted CRM for financial advisors, insurance agents and FMOs & IMOs The magic starts at 8:04.
Who has a birthday this week? By 10:30, the follow-up email and call task. By 2:15, October's sales report, filed. At 4:50, a person from the Swivel team.
Follow one advisor's day
Four chats with the Swivel Assistant across one advisor's day:
- 8:04 AM, on the dashboard: asked who has a birthday this week, the assistant lists four clients and their birthdays in a table. Maria Delgado's is Thursday.
- 10:30 AM, on Maria Delgado's page: asked for a call task and a birthday email, it creates the task, shows the email and asks "Send it to Maria?" with Yes, go ahead and No. After Yes, go ahead, it sends the email.
- 2:15 PM, on the Sales Report: it runs the October report, sums it up and hands back a spreadsheet with Download and File it. Asked to save it to the firm's documents, it files it there.
- 4:50 PM: asked for someone on the team, it brings in the Swivel team with links to two help articles, and Maria Lopez from Swivel Support replies in the same chat.
Say it. Swivel does it.
Your whole CRM, one sentence away
The assistant reaches over 1,100 Swivel actions across contacts, households, products, campaigns, workflows, calendars, reports and settings. Say it in everyday words and it finds the right one. No menu hunting.
Books the meeting
Adds appointments to your calendar and updates the ones already there.
Runs your workflows
Starts workflows, completes steps and cancels the ones you no longer need.
Sends, after your Yes
Writes emails and texts to your contacts. Nothing goes out until you tap Yes, go ahead.
Builds the file
Runs Swivel reports and hands you spreadsheets, Word files, slide decks and PDFs, ready to download or file to a record.
Changes many at once
Updates one field across every matching record. Past 25 changes it counts them and asks first.
Knows where you are
Each message carries the page you are on, so "this" and "her" mean the record on screen. It opens Swivel pages for you too.
Files your paperwork
Drop in a statement, application or form, and it saves it to that client's documents.
It handles the heavy math too. Totals, comparisons, long lists: it works through every record and hands back the answer.
See what it can doSwivel Sync
Every account value in one place, so there's more to ask about.
Swivel Sync gathers your clients' assets, policies and statements, and your commissions, into Swivel and keeps them updated. Ask the assistant for a household's balances and it lists every account, with a total.
- Assets
- Policies
- Statements
- Commissions
In the Swivel Assistant, on the Park household's page: asked for the Parks' balances across all their accounts, it lists five accounts totaling $1,284,610 and offers the Swivel Summary as a PDF.
Bring your own AI
Already work in Claude? Bring Swivel along.
Connect Claude or ChatGPT to your Swivel account and ask it about your book of business. It gets the same Swivel actions as the assistant, over 1,100 of them, and it doesn't use your Swivel AI credits.
- Claude
- ChatGPT
Paste this into your AI app's connectors, then sign in to Swivel.
https://mcp.swivelcrm.io/
-
Paste
Add the address as a connector in Claude or ChatGPT.
-
Sign in
Sign in to Swivel and approve the connection.
-
Ask
“Who has a birthday this week?” Your AI app asks Swivel and gets to work.
Customer notes
The people behind the 4:50 reply.
…the team is accessible and responsive, a necessity in today's fast paced business world.
Read the full noteHide the note
“I wanted to reach out and tell everyone how happy I am with Swivel. The CRM is flexible yet robust with some well thought out modules. Working with them has thus far been a joy. Meanwhile, Rosy Melendez my onboarding sherpa, is pleasant, efficient and knowledgeable. And best of all, the team is accessible and responsive, a necessity in today's fast paced business world.”
You are all phenomenal!
Read the full noteHide the note
“With Swivel, I have a CRM tool that allows me to manage client data, document communication with clients and carriers, store policy information, set appointment reminders, manage commissions, and do a host of other helpful things. Swivel affords me the opportunity to run my growing company effectively and efficiently and focus my time where it belongs – with clients. Thanks, Swivel and my amazing customer service team – Logan and Boni – for your support, assistance, and rapid response to questions. You are all phenomenal!”
I spend less time looking for what to do next and more time doing the things that pay the bills!
Read the full noteHide the note
“Swivel allows me to be more efficient, therefore more profitable! Tracking follow ups so nothing falls through the cracks, setting annual reviews that produce revenue and having my client info at my fingertips makes me a much more affective producer. I spend less time looking for what to do next and more time doing the things that pay the bills!”
Their customer service is top notch.
Read the full noteHide the note
“We've been working with Swivel for over 2 years now. Their customer service is top notch. They've been extremely responsive to our requests and worked hard to help us create exactly what we need. We've been very pleased with how customizable the workflows are, and how much they've helped us collaborate as a team. As agents, we've loved having our opportunities and leads right at our fingertips, where we can take immediate action. …”
5:30 PM
Done for the day.
Tomorrow starts with one sentence.
The Swivel Assistant is in every Swivel account. There's nothing to turn on.
Already on Swivel? Open any page and ask the assistant in the corner.