Our relationships with our technology partners allow you to work smarter in the email, calendar, and industry-specific solutions you already use every day.
Interested in becoming one of our partners? Email us at firstname.lastname@example.org
Our seamless integrations with your email and calendar applications make it easy to mark contacts for keep-in-touch, add tags and key facts, record notes, and tie meetings to contacts without ever leaving your native email and calendar programs.
Sync your ad campaign targets & contact lists with just one click! As you send emails through Levitate, new contacts will automatically be added to Adwerx custom audience campaigns, ensuring ads will reach your network as it continues to grow.
Keep your contacts and policy information evergreen by connecting to your HawkSoft AMS. Daily syncs ensure new clients, prospects, and lines of business are always up to date.
Automatically sync your contact list and their policies in real- time. Built-in, AI-driven tagging and key facts make your targeted emails even more tailored.
Simplify content creation & email management for your insurance agency with automated updates to your contacts, key facts, and tags. Keep policies up-to-date and tee up personalized renewal emails with a click.
Automatically add prospects, clients, and other contacts to your keep-in-touch calendar directly from your Forge3 ActiveAgency website.
Two-way integration will keep your contact data evergreen and your record-keeping streamlined.
Automatically add new lead contacts to your keep in touch calendar when you receive emails from any of the following services:
Our Integration makes it easy to streamline your outreach. Daily data syncs reflect new clients or closed matters. Automatically assign tags and key facts to help you target your network effectively.