Integrations / Applied Epic
Start every Applied Epic renewal with a conversation.
Connect Applied Epic, and your clients, prospects and renewal dates come into Levitate on their own, ready for personal outreach all year long.
Always current.
Clients and prospects sync from Applied Epic.
Organized for you.
Clients are tagged by status, carrier, line of business, and personal or commercial.
The right owner.
Each client belongs to their producer or CSR.
Reach the right clients without building a list
The details you already keep in Applied Epic come in as tags. Send a commercial lines update to every business client, or a seasonal check-in to everyone with one carrier, in a few clicks.
You're never on your own
Your Success Specialist turns on your Applied Epic integration, sets up your tags with you, and stays with you long after launch day. It's the award-winning support behind every Levitate account.
Every renewal starts with a conversation
Expiration dates become renewal dates in Levitate, so outreach goes out before the renewal, not with it. Birthdays come in too.
Levitate's AI knows your book
AI Email Campaigns write each client their own email using their policies and history, and Meeting Prep hands you a brief before every review.
Bring former clients back
Former clients are tagged as Winback and prospects stay separate, so you can keep both warm until they're ready.
Put your Applied Epic data to work.
“I have agents ask me all the time, 'How do you have time to send out all those individual emails?' They truly believe I'm writing each one myself. We went from four people on marketing to just me, covering seven states, and it still works.”
Mark Trombly, VP, Marketing, Hospitality Insurance Group