Levitate + NASA Eclipse Integration

Overview

The Eclipse integration allows Levitate to sync your contact and policy data so you can automate outreach, strengthen relationships, and keep your client information up to date.

Industry: Insurance
Integration Type: API
Sync Frequency: Daily
Update Frequency: Eclipse checks for changes every 5–10 minutes
Writeback: Not supported (read-only integration)

Who can utilize this integration?

Levitate customers with an active subscription can utilize the integration.

How Data Syncs

Levitate connects securely to Eclipse using an API connection.
Contacts and policy data sync into Levitate automatically.
Eclipse checks for updates frequently and reflects those changes in Levitate.

What Will Sync into Levitate

Contact Information

First and last name (with optional nickname support)
Email address (primary only)
Phone numbers (linked to contacts)
Address details
Company name
Job title

Contacts must have at least a name or email to be imported. Duplicate emails will be merged.

Primary & Secondary Contacts

Eclipse supports both primary (insured) and secondary (co-insured) contacts
Secondary contacts are only pulled if:
- The account is active
- There is at least one active policy

Ownership & User Mapping

Contacts are assigned based on either:
- Producer or
- CSR (Customer Service Representative)
This determines the contact owner in Levitate
Ownership is mapped using user initials

You can also optionally display both Producer and CSR as tags.

Key Facts

Levitate automatically creates key reminders such as:

Birthdays
NASA Eclipse Client ID
Policy renewal dates

These can be used for automation and relationship-building outreach.

Contact Status & Segmentation

Levitate categorizes contacts based on policy and status:

Client: Active with policies
Prospect: No policies — also tagged as Personal Prospect or Commercial Prospect based on client type
Winback: Expired policies

You can control whether prospects are included during setup.

Contact Filtering & Settings

You can customize how contacts sync into Levitate:

Primary Email Only: Import only one email per contact
Use Salutation as First Name: Use nickname/preferred name instead of legal first name
Commercial Profiles: Choose to include only primary/secondary contacts or all related contacts
Segment by Tags: Include or exclude contacts based on tag criteria

Sync Behavior & Expectations

Initial sync begins after setup
Sync runs daily, with frequent update checks
Sync speed depends on database size and internet performance

Requirements for Setup

To enable the integration, you'll need:

Access to Eclipse with appropriate permissions
Your Agency ID from Eclipse
A decision on:
- Ownership mapping (Producer vs. CSR)
- Prospect inclusion
- Tag preferences

Important Notes

This is a read-only integration — Levitate does not send data back to Eclipse
Only one ownership role (Producer or CSR) can be used for mapping
Only linked contact data (emails, phones) will sync
Secondary contacts require an active policy to be included
The Unsubscribe tag is applied if the NASA Eclipse client record is marked as Do Not Market, or if any of the contact's email addresses have Allow Marketing unchecked
As of February 2026, NASA Eclipse users must contact NASA Eclipse directly to enable the Levitate connection. For accounts connected before February 2026, no action is needed.

FAQs

Q: Does Levitate write back to Eclipse?

A: No. This integration is read-only.

Q: Why are some contacts missing?

A: Contacts must have sufficient data (name or email) and meet sync criteria (e.g., active status for certain roles).

Q: Can I see both Producer and CSR?

A: Yes, both can be added as tags even if only one is used for ownership.