Levitate + EZLynx Integration
Overview
Levitate's EzLynx integration helps insurance agencies bring contact and policy data into Levitate for better organization, segmentation, and communication.
- Industry: Insurance
- Integration Type: Report-based (file import)
- Sync Frequency: Daily scheduled updates
- Writeback Capabilities: Not available (read-only)
- Authentication: Individual user authentication is not required
How the Integration Works
Unlike API-based integrations, the EzLynx integration uses scheduled reports to keep your data up to date.
- EzLynx sends data via reports on a regular schedule
- Levitate processes those reports and updates contact data automatically
- This allows for ongoing synchronization without manual updates
Integration Settings
The EzLynx integration includes configurable settings to control how contacts are synced and displayed in Levitate.
Agency ID
Each integration is tied to a unique EzLynx Agency ID, which identifies your account.
Key Facts (Date-Based Data)
- Birthday Key Fact — Birthdays can be imported and displayed as Key Facts in Levitate. Options include:
- All contacts
- Clients only
- Prospects only
- Renewal Key Fact — Policy expiration dates can be displayed as renewal reminders
Prospect Handling
Levitate identifies prospects as contacts without active policies.
You can choose to:
- Include all prospects
- Exclude all prospects
- Include prospects within a defined timeframe
Tags
Levitate can generate tags from EzLynx data to help organize and segment contacts.
Available tag categories may include:
- Carrier
- Source
- City
- State
- Zip Code
Primary Email Only
If a contact has multiple email addresses, you can choose to:
- Sync only the primary email (recommended)
- Sync multiple email addresses
Data Mapping
Contact Requirements
To be included in Levitate:
- Contacts must have at least a name or email address
- Contacts without sufficient data may be skipped
- Contacts with the same email address may be merged
Contact Information
| Levitate | EzLynx |
|---|---|
| First & Last Name | Contact Name fields |
| Company Name | Business Name |
| Job Title | Occupation |
| Primary / Alternate / Business Email | |
| Phone Number | Home / Cell / Work |
| Address | Address fields |
Notes:
- Primary email and phone number are prioritized
- If a primary value is not available, fallback values are used
Naming Logic
- If a nickname is available, it may be used as the contact's first name
- For business-only records, the business name may be used as the contact name
Tags
Levitate automatically assigns tags based on EzLynx data.
Client & Status Tags
- Client – active contact with policies
- Personal – personal account with active policies
- Commercial – commercial account with active policies
- Personal Prospect – personal account with no active policies
- Commercial Prospect – commercial account with no active policies
- Winback – contact with expired or canceled policies
Integration Tag
- EzLynx – identifies contacts synced from EzLynx
Policy & Business Tags
Depending on configuration, Levitate can also tag contacts based on:
- Line of Business
- Carrier
- Agency/Branch
- Source
Unsubscribe Handling
Contacts may be marked as unsubscribed in Levitate if they are flagged as opted out of email within EzLynx data.
Ownership
Contacts are assigned to Levitate users based on:
- Agent / Producer (Assigned Agent)
User mapping ensures contacts are aligned with the correct Levitate user.
Ownership Changes
If ownership mapping settings are changed, contacts may need to be remapped to ensure proper alignment.
Key Facts
Birthday
- Pulled from EzLynx when available
- Note: Birth year may not always be included
Renewal Dates
- Based on policy expiration dates
- Helps support timely outreach and renewal campaigns
Client ID
Each contact includes a unique identifier from EzLynx for reference.
FAQs
Q: Does Levitate write data back to EzLynx?
A: No. The EzLynx integration is read-only. Levitate does not update or write data back into EzLynx.
Q: How are inactive or deceased contacts handled?
A: EzLynx reports do not include a dedicated "deceased" indicator. Contacts are treated as inactive or prospects based on their policy status.
If prospect syncing is disabled, those contacts may be excluded or archived in Levitate.
Q: Can Levitate pull in secondary contacts, or second insured, from EzLynx?
A: No, Levitate only pulls in primary contacts from EzLynx.
Q: Is there a limit to the data that can be processed?
A: Yes. There are limits to the size of report files that can be processed. Large datasets may need to be structured appropriately to ensure successful syncing.
Final Notes
Because EzLynx uses a report-based structure and allows for customization, your exact data fields and tags may vary. The integration is designed to provide consistent, automated updates so your team can focus on outreach and relationship building within Levitate.