AGENCY Owners

OUR FLEXIBLE CRM FOLLOWS YOUR PROCESS

Work in an organized low touch way where you can track, manage, and nurture your Financial Professionals and customers all in one place.

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Manage and track your agents' activities and production

Swivel provides instant access to each of your agents' accounts and policies to see their commissions, fees and residuals. Our platform also allows you to roll up agency-wide production in a single view. The result is better visibility and seamless collaboration.

Keep agents, advisors and team members accountable

Creating custom workflows and tracking tasks in Swivel gives you visibility into the daily activities of your agents, advisors and staff members for more accountability. By reinforcing performance standards, Swivel increases production while giving back your time.

Provide meaningful direction to your agents

Nothing enhances growth and production like timely training. Use Swivel's powerful analytics and reporting to share data-driven feedback specific to each agent's unique needs and areas for improvement. Reliable information replaces hype with real facts.

Stay on top of your process and make good decisions
Streamline your recruiting process with custom workflows.
Manage, track and nurture your client relationships.
Support each step in your customer journey with custom sales pipelines.
Automate annual reviews.
See all your clients’ products and statements in one place with the Swivel Summary.
CUSTOMER STORIES

HERE'S WHAT PEOPLE 
ARE SAYING

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.
Ronald Bommarito
Bommarito International
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. Swivel is also developing a unique system to aggregate client account information from insurance companies directly into the CRM automatically. We’re excited to see how the system continues to develop in the future!
Scott Graves
Alignment Financial Advisors
Most say they are the best, but they haven't built the best! In an industry of cowboys, the only way to duplicate yourself is to build something that others can't screw up. Swivel made this a reality for me and my business. Couldn't have done it without them!
Karson Woodmansee
Galvacare
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!
Julie Lampe
MediQuest Plus, LLC
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!
Jeffery C. Tupper
President/Advisor Absolute Retirement Solutions
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