Levitate + EZLynx
Automate your EZLynx reports to Levitate to securely and effortlessly sync your contacts and trigger workflows.
Table of Contents
What is the Integration?
What does the integration do?
Who can utilize the Levitate + EZLynx integration?
What contact information do we pull in?
What is the Integration:
The Levitate + EZLynx integration allows you to set up recurring scheduled reports for the entire year; by automatically sending to Levitate, we’re eliminating the need to periodically export, scrub, import, and generally maintain your data in Levitate. By syncing on a daily basis, contacts and their policies are evergreen in Levitate.
The Levitate + EZLynx integration does not write back to EZLynx
Who can utilize the Levitate + EZLynx integration?
Levitate customers with an active subscription can utilize the integration.
What does the integration do?
This integration takes relationship management to the next level for Insurance agents. Levitate transforms contact, policy, and renewal information into birthday messages, renewal reminders, while also identifying prospecting and rounding opportunities.
Levitate keeps your touchpoints authentic, while streamlining the communication process.
Specifically, we automatically ingest your daily reports to target primary contacts, tagging their lines of business. Daily updates allow you to utilize automations and start new client drips and other keep in touch campaigns.
What do we pull in?
- First Name
- Last Name
- Nickname
- Address
- Email address
- Phone number
- Company name
- Job Title
- Birthdays— Key Fact
- Policy Renewal Date— Key Fact
- Client vs. Prospect— Tag
- Policies— Tag
- City— Tag
- State— Tag
- Zip Code— Tag
FAQs
Do we archive contacts in Levitate if they are marked as deceased in EZLynx?
The reports don't contain a date of death or any particular flag for us to know specifically that they're deceased. The integration uses applicant status and policy cancellation/expiration dates to know if a contact should be treated as inactive or get marked as a prospect. If that happens and prospect loading is disabled on our side, they'll get archived. Otherwise, they won't.
Can Levitate pull in secondary contacts, or second insured, from EzLynx?
No, Levitate only pulls in primary contacts from EzLynx.