Required Setup for Swivel Account Owners
Set Up Swivel Sync
Connect your carriers and custodians to Swivel Sync so policy and account information stays up to date automatically.
Overview
Section titled “Overview”Swivel Sync automatically updates policy and account information by connecting directly to supported carriers and institutions.
Once configured, Swivel Sync reduces manual data entry, improves data accuracy, and helps ensure your CRM stays current as policies and accounts change.
Before setting up Swivel Sync, we recommend reviewing and standardizing your carriers, institutions, and products. Clean, consistent data improves matching accuracy and helps prevent duplicate or incorrect records.
While setting up Swivel Sync is a one-time implementation task, monitoring your connections is an ongoing administrative responsibility to ensure your data continues syncing successfully.
Today’s Goal
Section titled “Today’s Goal”By the end of this article, you will be able to:
- Connect your carriers and institutions to Swivel Sync.
- Verify your connections are syncing successfully.
- Understand your responsibilities for maintaining healthy Sync connections.
- Know where to monitor Sync activity and troubleshoot issues.
Step 1: Connect Your Carriers & Institutions
Section titled “Step 1: Connect Your Carriers & Institutions”Why This Matters
Section titled “Why This Matters”Swivel Sync can only update information from carriers and institutions that have been connected. Each connection authorizes Swivel to retrieve policy and account values on your organization’s behalf.
What You’ll Do
Section titled “What You’ll Do”For each carrier or institution:
- Add a new Sync Source.
- Enter your login credentials.
- Complete any required multi-factor authentication.
- Save the connection.
Repeat these steps for each carrier or institution you want Swivel Sync to monitor.
Related Articles
Section titled “Related Articles”- Get Started with Swivel Sync
- Add a Sync Source
- Supported Carriers & Institutions (if applicable)
Step 2: Verify Your Connections
Section titled “Step 2: Verify Your Connections”Why This Matters
Section titled “Why This Matters”After connecting a carrier or institution, confirm that Swivel Sync is communicating successfully.
Verifying your connections early helps identify credential, authentication, or network issues before they affect your users.
What to Review
Section titled “What to Review”Confirm that:
- Each Sync Source shows as connected.
- Authentication completed successfully.
- No connection errors are present.
- Initial Sync activity completed successfully.
Related Articles
Section titled “Related Articles”- Linking Errors
- Device is Offline or Last Heartbeat Shows “Never”
- Managing Sync Sources
Step 3: Monitor the Health of Swivel Sync
Section titled “Step 3: Monitor the Health of Swivel Sync”Why This Matters
Section titled “Why This Matters”Setting up Swivel Sync is only the first step. As an administrator, it’s important to periodically review your Sync connections to ensure policy and account data continues updating successfully.
Regular monitoring helps you identify authentication issues, connection failures, and carrier-specific problems before they affect your users.
What to Review
Section titled “What to Review”Periodically review the Sync Dashboard for:
- Successful Sync activity
- Failed Sync attempts
- Policies or accounts marked Not Found
- Carriers requiring authentication
- Connection or credential issues
Additional Resources
Section titled “Additional Resources”- Understanding Sync Statuses
- Why Did Sync Return “Not Found”?
- Force a Sync
- View Syncable Policies & Accounts
Best Practices
Section titled “Best Practices”- Standardize carriers and institutions before connecting Swivel Sync.
- Connect your most frequently used carriers first.
- Keep carrier credentials current.
- Complete multi-factor authentication requests promptly.
- Review the Sync Dashboard daily.
- Investigate recurring Sync failures.
- Add new carriers and institutions as Swivel introduces more supported carriers.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Should I clean up my carriers before setting up Swivel Sync?
Section titled “Should I clean up my carriers before setting up Swivel Sync?”Yes. Standardizing carriers and institutions before connecting Swivel Sync improves matching accuracy and creates more consistent reporting.
How often should I review Swivel Sync?
Section titled “How often should I review Swivel Sync?”We recommend reviewing your Sync Dashboard daily to confirm your connections remain healthy and your policies and accounts continue syncing successfully.
What does “Not Found” mean?
Section titled “What does “Not Found” mean?”A Not Found status means the carrier couldn’t locate a matching policy or account using the available information. Review the policy or account information, verify it’s correct, and retry the Sync if appropriate.
What happens if a carrier requires multi-factor authentication?
Section titled “What happens if a carrier requires multi-factor authentication?”Some carriers require periodic authentication to maintain the connection. Complete the authentication request when prompted to keep Sync running.
Can I add more carriers later?
Section titled “Can I add more carriers later?”Yes. You can connect additional carriers and institutions at any time as your business grows.
Next Step
Section titled “Next Step”Great work! Swivel Sync is now configured to help keep your policy and account information accurate and up to date.
Continue to Configure Email & Text Messaging to prepare your organization for branded email communications and SMS messaging through Swivel.