Swivel Portal is the companion mobile app to Swivel CRMs web-based application. The Swivel Client Portal gives clients access into information directly from their agent or advisor. Clients can view a snapshot of their accounts and policies at a point in time as well as their upcoming appointments. They also can view company, agent, advisor, or staff contact information directly from the portal.
Key features include:
• Real-time sync: Get updates directly from your agent or advisor directly in your client portal login including appointments scheduled and account or policy updates.
• Enhanced trust: Accurate and timely information in just a few taps by viewing your account and policy snapshot at anytime.
• Upcoming Appointments : Access your upcoming appointments with your agents office directly from the client portal login so you always know when your next meeting is.
• Stay in Touch - Access your agents contact information or the agency contact information to easily stay in touch with anything that you need from anywhere.
Download Swivel Portal today and access information you need anytime!