The Swivyl Story

born out of necessity

Matt Heffernan and Joe Bauer met while working for a consulting firm that specializes in corporate insurance. When it came to Property & Casualty customers, Matt and Joe discovered that many of their clients shared similar problems. These businesses had a hard time actively managing their insurable assets, particularly when those assets changed throughout the year. Auto and driver lists were usually housed on internal spreadsheets and rarely matched the records being kept by their insurance broker partners. Claims that could be closed were often left open longer than necessary, resulting in costly premium increases. Information required for annual insurance renewals was often collected at the last minute, resulting in frustrated clients, frustrated brokers, inaccurate data, and a ton of stress for everyone involved.

There had to be a better way to handle all of this.

In response, Matt and Joe created Swivyl, an online system that allows Property & Casualty insurance brokers to better communicate and collaborate with their customers. Mismatched internal spreadsheets, mismanaged assets, miscommunications, and stressful renewal periods are now a thing of the past. Brokers utilizing the Swivyl platform enjoy live and accurate client information, resulting in smoother renewals and happier insured clients.

We've been there. We get it.

matt heffernan

Matt Heffernan grew up professionally in the insurance industry, working with a premier national insurance company. After consulting with companies for nearly 7 years on their business insurance needs, Matt joined a niche consulting group that purchased insurance for companies; helping to optimize their rate structures while covering themselves adequately.

After witnessing both sides of the insurance transaction for 10 years, Matt was determined to make the process of buying and selling corporate insurance more cohesive and productive.

Matt is continually humbled by trying new things and learning from others; believing that the best outcomes are achieved by “standing on the shoulders of giants”.

joe bauer

Joe Bauer is a licensed Property & Casualty agent, and worked for two years in corporate insurance consulting before co-founding Swivyl in 2017. He is a graduate of Indiana Wesleyan University and a member of the 2017 class of the Indiana Leadership Forum, a program which prepares business and community leaders for increased involvement and leadership roles in political processes.

While not at work, Joe enjoys volunteer coaching and fundraising for the Catholic Youth Organization and Special Olympics, participating in trivia competitions, traveling, and spending time with friends and family. Joe can name all 50 states in less than 5 minutes and is an unstoppable force when it comes to the game 6 Degrees of Kevin Bacon.

Talk to your friends at Swivyl today!