Snapshot for Swivel Summary

Overview

Snapshot provides a point-in-time view of key values associated with a client’s policies and accounts within Swivel Summary.

Snapshot Totals summarize these values and can represent calculated rollups of:

• Product value-based amounts: Numbers that derive from a policy or account value.
• Contributions & Withdrawals amounts: Numbers that derive from entries managed in the Contributions & Withdrawals section of a policy or account.

Caution

🚧 Important: Product values and Contributions & Withdrawals amounts must be mapped to the appropriate Swivel Summary totals to appear in Snapshot Totals. See Map Values to Swivel Summary Totals for information about how mapping works and how to configure mappings.

Snapshot Totals

Snapshot Totals include:

• Total Contributions: Displays the total contributions associated with the client’s policies and accounts.
• Total Withdrawals: Displays the total withdrawals associated with the client’s policies and accounts.
• Current Balance: Displays the current balance associated with the client’s policies and accounts.

Net Contributions is calculated from Total Contributions and Total Withdrawals; therefore, mapping is not available for this Snapshot Total.

Note

📌 Note: Unlike Summary Totals, the names of the Snapshot Totals are not customizable.

Snapshot Sections

The Snapshot includes three sections:

• Snapshot (or Snapshot Totals): Displays calculated totals associated with the client’s policies and accounts.
• Snapshot Overview: Displays additional policy and account details.
• Estate Overview: Displays estate-related information available for the client.

Viewing Snapshot

To view Snapshot:

1. Navigate to a contact record with policies and/or accounts.
2. Click Swivel Summary in the top-right corner.

Configuring Snapshot

Note

📌 Note: Users must have Owner and/or Manager role permissions to configure the Swivel Summary.

Users can customize the Swivel Summary display to control which items appear in their view. Through the Configure Snapshot, users can enable or disable specific summary components based on their preferences.

Tip

🔍 Tip: Snapshot display options selected also control what is displayed on the Swivel Summary Print View.

Overview Sections

1. Navigate to a contact record with policies and/or accounts.

2. Click the Swivel Summary button located on the top-right corner to launch the Swivel Summary page.

3. Click the Settings cog icon located on the top-right corner.

   

4. From the Configure Snapshot slide out, go to Overview Sections.

5. From the Configure Snapshot slide out and select the checkbox(s) you would like to display.

6. Click Close to exit.

Contributions & Withdrawals Columns

Use the Contributions/Withdrawals Columns settings to manage the column headers displayed in the Contributions/Withdrawals section of each policy and/or account.

1. Navigate to a contact record with policies and/or accounts.

2. Click the Swivel Summary button located on the top-right corner to launch the Swivel Summary page.

3. Click the Settings cog icon located on the top-right corner.

   

4. From the Configure Snapshot slide out, go to Contributions/Withdrawals Columns.

5. Select the checkbox(s) you would like to enable. Options include:

   1. Date
   2. From
   3. PMT Method
   4. Reference #
   5. Frequency
   6. Type
   7. Amount

6. Click Close to exit.

Snapshot Overview

The Snapshot Overview provides a rollup value and breakdown of all policies and accounts with a Current Balance mapping configured.

1. Navigate to a contact record with policies and/or accounts.

2. Click the Swivel Summary button located on the top-right corner to launch the Swivel Summary page.

3. Click the Settings cog icon located on the top-right corner.

   

4. From the Configure Snapshot slide out > select Snapshot Overview.

   

5. Click Close to exit.

6. Confirm Snapshot Overview section displays on Swivel Summary.

Estate Overview

The Estate Overview provides rollup value and breakdown of all policies and accounts with a Estate Overview mapping configured.

1. Navigate to a contact record with policies and/or accounts.

2. Click the Swivel Summary button located on the top-right corner to launch the Swivel Summary page.

3. Click the Settings cog icon located on the top-right corner.

4. From the Configure Snapshot slide out > select Estate Overview.

   

5. Click Close to exit.

6. Confirm Estate Overview section displays on Swivel Summary.

Snapshot Total Calculation Breakdown

To verify the accuracy and transparency in how values are mapped and calculated for each total, click the amount to view an itemized breakdown by product, policy/account #, value and amount.