SENIOR PRODUCTS

MANAGE YOUR ENTIRE BOOK OF BUSINESS WITH ONE CRM

Feel confident knowing your always prepared: AEP, commissions, client meetings, compliance audits, and production reports.

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Track, manage and confirm all your appointments in one calendar.

Use the Swivel calendar to manage, sync and track your daily appointments in one place. You won't have to manage multiple calendars with redundant data entry. Quickly send appointment invitations from a central location and confirm appointment status so everyone is in the know.

Easily track all your interactions with clients and leads.

Connecting with clients and leads -- and tracking those interactions -- is super simple with our engagement tool. Quickly send texts and emails or make phone calls with the click of a button, and our system automatically logs those interactions. Building trusted client relationships has never been easier.

Work more efficeintly and effectively.

Use our automation assistant to buy back time and focus more energy on lead generation. Work smarter, not harder, by allowing our system to streamline your workflows in the background without you having to think about it. Swivel creates confidence in your ability to deliver at scale.

Get real-time commission visibility for new and renewal business.
Quickly and easily gather and review all your clients' policies and coverage in one place.
Increase client renewals and retention.
Be prepared for AEP.
Increase client trust and engagement and achieve higher close rates.
Increase client lifetime value.
Instantly access all lead information.
Record and access all your calls in one place.
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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