Levitate + HawkSoft Integration

Overview

Levitate teamed up with HawkSoft to simplify contact creation and management in Levitate. The integration automatically pulls your HawkSoft contacts, key facts, and tags into Levitate, preventing a manual export, scrubbing, and import of your data.

The Levitate + HawkSoft integration syncs your contacts approximately every 24 hours, keeping your contacts and their policies evergreen within Levitate.

This is a two-way integration, meaning Levitate can pull and push data to and from HawkSoft.

  • Industry: Insurance
  • Integration Type: API-based
  • Sync Frequency: Approximately every 24 hours
  • Writeback Capabilities: Available
  • Authentication: Individual user authentication is not required

Activity Writeback

Levitate can write engagement activity back to HawkSoft, including:

  • Emails
  • Notes
  • Logged phone calls
  • Handwritten cards
  • Text messages

Inbound and outbound text messages are written back as a text message digest.

Integration Settings

Ownership Mapping

HawkSoft contacts are assigned to a Levitate User by either the Producer or CSR listed on the HawkSoft Customer page. Levitate refers to this as "Contact Ownership". One Levitate user can be the contact owner of multiple HawkSoft Producer/CSR codes/initials.

Contacts can be mapped based on:

  • Producer
  • CSR

Each contact has one owner in Levitate, but additional Producer or CSR relationships can also be reflected as connections.

Ownership Tags

Levitate can add ownership tags based on the Producer or CSR associated with the contact in HawkSoft.

Key Facts

  • Birthday Key Facts — Birthdays can be brought into Levitate when available.
  • Renewal Key Facts — Policy expiration dates can be used to create renewal-related Key Facts.

Birthday syncing can be configured for:

  • All contacts
  • Clients only
  • Prospects only

Prospect Handling

Levitate considers prospects to be contacts without active policies in HawkSoft.

You can choose to include:

  • All prospects
  • No prospects
  • Prospects within a defined timeframe

Commercial Profiles

For commercial accounts with multiple associated contacts, you can choose whether to sync:

  • All contacts
  • Primary and secondary contacts only

Primary Email Only

If a contact has multiple email addresses, Levitate can be configured to sync only the primary email address.

Segment by Tags

Contacts can be included or excluded from syncing based on selected tags.

Data Mapping

Contact Requirements

To sync into Levitate:

  • Contacts must not be archived
  • Contacts must not be deceased
  • Contacts must have at least a name or email address
  • Contacts without sufficient identifying information may be skipped
  • If a contact has an email but no name, the email may be used as the first name
  • Contacts sharing the same email address may be merged

Levitate can sync both primary and secondary insured contacts from HawkSoft.

Primary Contact

  • Has active policies
  • Marked as IsMain insured in HawkSoft (Levitate honors the order of contacts listed in HawkSoft)

The Primary Profile will have Policy information as tags and key facts.

Secondary Contact

  • Not the same as Primary Contact for the Customer
  • Has active policies
  • Personal Clients: will only pull one Secondary Contact
  • Commercial Clients: option to pull in all Secondary Contacts

The Secondary profile (Second Insured) will only have the tag 'Second Insured.'

It's possible in HawkSoft for an individual to be Second Insured on one Client record and Primary on another. In this case, they can have both policy information and Second Insured in Levitate. This is due to Levitate combining contacts by email address or first + last name.

Prospect

  • No active policies
  • Marked as IsMain

Contact Information

Levitate HawkSoft
First & Last Name Contact profile name
Nickname Preferred name
Birthday Date of birth
Job Title Occupation
Company Name Business name / employer
Email Address Linked email address
Phone Number Linked phone number
Address Mailing address

Notes:

  • If a nickname or preferred name is available, it may be used as the first name in Levitate
  • Email addresses and phone numbers must be linked to a profile in HawkSoft to sync reliably
  • The first listed email or phone number is prioritized when multiple values exist
  • Mailing address is applied to the first insured contact

Email Field Mapping

Secondary Email Addresses

Secondary email addresses do not automatically sync to Levitate. To use a secondary email address for a contact:

  1. Make it the primary email address in HawkSoft or;
  2. Manually add it to Levitate on the contact profile

Tags

Levitate can create tags from HawkSoft client, contact, and policy data.

In general, policies will be mapped as outlined below. In case there is no explicit line of business noted, Levitate may fall back to using the tag General.

Lines of business are well known types with a shorthand key. For example, AUTOP maps to "Private Passenger Auto". This mapping is updated with each Levitate release.

Levitate determines lines of business using the following method:

  • Policy Title — if this matches one of the LOB codes, that code is used
  • Policy Title — if one of the LOB codes contains the value of the policy title, that LOB mapping is used
  • Lines of Business array — if there is only 1 Line of Business in the array, the Code property (industry standard code) is used
  • ApplicationType — as a final fallback; if Commercial or Personal, that value is used; otherwise defaults to PolicyType

Default Tags

  • HawkSoft – identifies contacts synced from HawkSoft
  • Client – active client with active policies
  • Commercial – contact associated with commercial policies
  • Personal – contact associated with personal policies
  • Commercial Prospect – commercial client with no active policies
  • Personal Prospect – personal client with no active policies
  • Winback – contact with expired policies and no active policies

Policy & Client Tags

Depending on configuration, Levitate can also tag contacts based on:

  • Billing Type
  • Carrier
  • Relationship
  • Policy Sub-Status
  • Source
  • Policy Title
  • Office Location
  • State
  • City
  • Application Type
  • Line of Business

Unsubscribe Handling

HawkSoft email preferences can be reflected in Levitate.

If a contact is marked as not allowing mass email in HawkSoft, Levitate can apply an unsubscribe status.

For cell phone numbers, Levitate also respects HawkSoft's texting permission setting.

Ownership

Ownership is determined by the selected Producer or CSR mapping.

  • The selected HawkSoft role determines the Levitate contact owner
  • Producer and CSR relationships can also be used as contact connections
  • Ownership tags may be applied for additional visibility

Writeback Details

When enabled, Levitate writes activity back to HawkSoft as notes, including:

  • Emails
  • Notes
  • Logged phone calls
  • Handwritten cards
  • Text message digests

Writeback must be enabled as part of the HawkSoft integration setup.

FAQs

Q: Can Levitate connect to more than one HawkSoft OfficeID?

A: Yes — Levitate can be connected to multiple OfficeIDs, as long as they are for multiple offices associated with one agency. Levitate cannot connect multiple instances or agencies.

Q: Does Levitate sync HawkSoft Client Tags?

A: No. HawkSoft Client Tags are not currently available through the integration due to a limitation in the HawkSoft API.

Q: Does Levitate pull the secondary email from HawkSoft?

A: No, Levitate only pulls in primary email addresses.

Q: How do I change which email address syncs from HawkSoft to Levitate?

A: Update the primary email address in HawkSoft and wait for the next sync (approximately 24 hours). If the change is only made in Levitate, the daily sync with HawkSoft will override it.

Q: The wrong email address is showing on the contact profile in Levitate — why?

A: Check in HawkSoft and refer to the primary email address. That is always the source of truth for the email address pulled into Levitate.

Q: How do I prevent deceased contacts from syncing?

A: Contacts marked as deceased in HawkSoft are archived in Levitate and excluded from active communication.

Q: How does Levitate identify new clients?

A: A contact may be treated as a new client based on recent policy activity, including policy inception date and active policy status.

Q: Does Levitate write activity back to HawkSoft?

A: Yes, when writeback is enabled. Levitate can write emails, notes, calls, handwritten cards, and text message digests back to HawkSoft.

Final Notes

Because HawkSoft configurations can vary by agency, exact tags, contact details, and available fields may differ. Levitate is designed to use HawkSoft data to create organized contact profiles, ownership, tags, Key Facts, and communication history in Levitate.

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