Levitate teamed up with Vertafore to simplify agents’ lives by automating contact creation and management of AMS360 contacts in Levitate.
The integration automatically pulls certain AMS360 contacts and policies to create contact attributes, key facts, and tags in Levitate. The real-time syncing integration writes back notes, emails, logged phone calls, handwritten card sends, and text messages to AMS360 to keep data consistent across systems.
“From the beginning, the experience was seamless and integrated with AMS360, our management system.
What stood out to our agency was the first quarterly meeting with their customer support team.”
“They didn’t just walk us through the features; they actually helped us build a strategy tailored to our business goals.”
Operations Manager,
Park & Associates, Inc.
Levitate & AMS360 Integration User
What does the AMS360 x Levitate integration do?
This integration takes relationship management to the next level for insurance agents.
Levitate transforms contact, policy, and renewal information into birthday messages and renewal reminders, while also identifying prospecting and account-rounding opportunities.
Specifically, we scan AMS360 contacts with active policies to target primary contacts, tagging their lines of business. The integration also pulls contacts without policies to create prospecting lists. We help you keep your emails authentic with filtering and contact enhancement logic (nicknames replace first names, deceased clients are unsubscribed, etc).
