IMOs/FMOs

PRODUCE TOP PRODUCERS.

Recruit and retain high producing agents and provide meaningful direction with data driven decisions.

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Manage and track your agents' activities and production

Swivel provides complete visibility into the daily activities of agents, advisors and staff with our organization-wide Network View. Provide data-driven feedback to enhance invidual growth, production and efficiency. Wouldn't you rather know what's working and leverage it?

See all your agents' business in one place

Consolidate all your agents' production, commissions and fees in one place with our Visual Dashboard. Swivel drives production by helping you convert pending transactions to completed and paid. When you're not carrier hopping, you can focus on higher priorities.

Solve the accountability problem

Creating a culture of accountabilty requires accurate and timely information. Swivel's custom workflows and tasks ensure your agents are following through on their commitments. Cut through the noise and coach up your agents to retain top talent.

Stay on top of your process and make good decisions
Make data-driven decisions by tracking agent production, commissions and residuals.
Manage your calendar directly through Swivel to stay organized and efficient throughout the day.
Utilize the Network View of production to provide meaningful direction to your downline agents.
Streamline your recruiting process with custom workflows.
Partner with a dedicated Concierge Service representative.
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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