Levitate + QQ Catalyst Integration

Overview

The QQ Catalyst integration connects your CRM data with Levitate to help you automate outreach, strengthen client relationships, and keep your contact data up to date.

Industry: Insurance
Integration Type: API
Sync Frequency: Twice daily
Writeback: Supported (activities from Levitate appear in QQ Catalyst)
Data Scope: Only contacts modified within the past 2 years are synced

How Data Syncs

Levitate connects to QQ Catalyst through a secure API connection.
Contact and policy data sync into Levitate automatically twice per day.
Updates made in QQ Catalyst will reflect in Levitate on the next sync cycle.

Note: Initial syncs can take time depending on data size and API limitations.

What Will Sync into Levitate

Contact Information

First and last name (nickname used when available)
Email addresses (primary preferred)
Phone numbers
Address details
Company name

If a contact is missing key information (such as name or email), it may not be imported.

Ownership & User Mapping

Contacts are assigned based on either:
- Producer (default) or
- CSR (Customer Service Representative)
These roles are mapped to Levitate users to determine ownership
Each contact will have one owner, with optional visibility into both roles via tags

Key Facts

Levitate automatically creates important reminders such as:

Birthdays
Policy expiration dates (from all active policies)

These can be used for automation and personalized outreach.

Contact Status & Segmentation

Levitate categorizes contacts based on policy data:

Client: Active with policies
Inactive Client: No longer active
Prospect: No active policies
Winback: Previously active, now expired

You can control whether prospects are included during setup.

Writeback to QQ Catalyst

Levitate can send activity data back into QQ Catalyst, including:

Emails
Notes
Phone call logs
Text messages
Handwritten cards

Where this appears: All writebacks are visible in QQ Catalyst under the contact's Tasks/Notes tab.

This feature needs to be enabled by your Success Specialist. If you don't see your Levitate activities pushing to your contacts in QQ Catalyst, reach out to them to turn on this setting.

Contact Filtering & Settings

You can customize how contacts sync into Levitate:

Primary Email Only: Import one or multiple email addresses
Commercial Profiles: Choose to include only primary/secondary contacts or all related contacts
Segment by Tags: Include or exclude contacts based on tags
Prospect Controls: Define whether to include all, none, or a subset of prospects

Sync Behavior & Expectations

Initial sync begins after users connect
Sync runs twice daily
Initial data load may take several hours or days depending on volume
Sync speed may vary due to API limitations

Requirements for Setup

To enable the integration, you'll need:

At least one (and sometimes multiple) QQ Catalyst users to connect
- If users have restricted access in QQ, multiple connections may be required to sync all contacts
Ability to map Producers or CSRs to Levitate users
Decisions on:
- Ownership mapping (Producer vs. CSR)
- Prospect inclusion
- Tag preferences

Important Notes

Only contacts updated in the last 2 years will sync
Second insured contacts are not supported
Contacts will only load if they belong to a mapped Producer or CSR
Sync timing may vary due to QQ Catalyst API limitations

Personal and Commercial Nested Contacts

For Personal lines contacts, Levitate does not pull in additional contacts (nested/relationship contacts) from QQ Catalyst.

Commercial lines contacts in QQ Catalyst typically represent companies with nested "Business Contacts" that represent individual people. Levitate pulls in each nested business contact separately and combines their personal details with the company details of the parent commercial contact.

By default, only the business contact marked primary is loaded. All business contacts can be loaded by request to your Success Specialist.

FAQs

Q: Does Levitate write back to QQ Catalyst?

A: Yes. Emails, calls, texts, and notes can be written back and appear in the Tasks/Notes tab. This must be enabled by your Success Specialist — if you don't see activities pushing through, just let them know.

Q: Why does syncing take time?

A: Sync speed depends on QQ Catalyst's API limits and the size of your database.

Q: Do all users need to connect?

A: It depends. If one user has access to all contacts, only one connection is needed. If access is restricted, multiple users may need to connect.