Swivel Sync Carriers & Institutions
Swivel Sync Alpha
Learn what the Swivel Sync Alpha program is, who qualifies, what to expect as a participant, and how customers are identified, approved, and engaged.
What is Swivel Sync Alpha?
Section titled “What is Swivel Sync Alpha?”Swivel Sync Alpha is an early access program that invites a select group of Swivel customers to help us expand our list of supported carriers and institutions. As an Alpha participant, you’ll be among the first to set up and connect with new carriers we’re working to support next.
By participating, you play a key role in our research and development efforts. Your feedback helps us fine-tune functionality, improve the user experience, and ensure seamless connectivity across new carriers before they’re rolled out to the broader Swivel customer base.
Eligibility Criteria
Section titled “Eligibility Criteria”| Type | Criteria |
|---|---|
| Required | Active subscription - Customer must have an active Premier or Enterprise subscription. |
| Required | Swivel Sync Setup complete - Initial Swivel Sync setup must be fully complete prior to Alpha consideration. |
| Required | Active policy volume - Customer must have 10 or more active policies for a specified Alpha carrier. |
| Required | Valid carrier credentials - Customer must have valid login credentials for the specified Alpha carrier. |
| Preferred | Multiple alpha carriers - Customer has 2 or more carriers currently in the Alpha pool. |
| Preferred | Reliable point of contact - Customer’s point of contact is reliable, responsive, and as readily available as possible for troubleshooting sessions and working to resolve issues. |
How Customers are Approved and Engaged
Section titled “How Customers are Approved and Engaged”Once a customer has been identified as a potential Alpha participant, the Swivel Sync team manages the review and engagement process:
- Review and profile. The Swivel Sync team reviews and profiles the customer’s product data in Swivel CRM.
- Outreach. If the customer meets the Alpha criteria, the Swivel Sync team will reach out directly to engage on next steps.
- Waiting list (if applicable). Customers who meet the criteria but cannot be onboarded immediately may be added to a waiting list and contacted as resources become available.
What to Expect as an Alpha Participant
Section titled “What to Expect as an Alpha Participant”Alpha participation is hands-on. Here’s what you can expect once you’ve been selected:
- Discovery and Troubleshooting Calls: We’ll walk through connecting new sources together and dig into carrier websites to gather product details and values.
- On-Site Visit with a Swivel Sync Engineer: On-site visits range from 1–5 days to initially set up a new carrier. A signed SOW (Statement of Work) is required before the on-site visit can be scheduled.
- Hands-On Testing: You’ll be required to link your sources daily and interact directly with early-stage functionality.
- Bugs, Improvements & Enhancements: This is early-stage testing, so issues and enhancement requests are expected. Your reports help us address issues quickly and improve the platform.
The Initial Discovery Call
Section titled “The Initial Discovery Call”After you’ve been selected and accepted into the program, your first step is an initial discovery call with the Swivel Sync team. The purpose of this call is to verify carrier portal websites, confirm valid credentials, and address any questions you may have before the on-site visit is scheduled.
Before the Call
Section titled “Before the Call”To make the most of your discovery call, please prepare the following:
- Ensure you have access to login credentials and MFA codes (when needed) for each Alpha carrier.
- Prepare a list of 2–3 sample active policies or accounts from each carrier.
During the Call
Section titled “During the Call”For each Alpha carrier, the Swivel Sync team will work with you to verify and view the following:
- Verify the carrier portal website URL.
- Log in to each carrier portal website.
- Screen share session to view the login process.
- Screen share session to view sample policies and values.
- Swivel Sync Alpha Q&A.
How Alpha Carriers are Selected
Section titled “How Alpha Carriers are Selected”The list of carriers being evaluated through the Alpha Program is managed internally. Carrier candidates are prioritized based on a combination of:
- Customer requests submitted to Swivel.
- Internal product data analysis to identify carriers with high active policy volume across the Swivel customer base.
- R&D capacity and engineering availability.
Interested in Joining the Alpha Program?
Section titled “Interested in Joining the Alpha Program?”If you believe your organization meets the eligibility criteria above and you’re interested in being considered for the Swivel Sync Alpha Program, contact your Swivel Account Manager. They will work with the Swivel Sync team to evaluate your account and determine fit.