Integrations / EZLynx
Stay in front of every EZLynx client, all year long.
Connect EZLynx, and your clients, prospects, carriers and renewal dates come into Levitate on their own, ready for personal outreach that keeps your agency top of mind between renewals.
Always current.
Clients and prospects sync from EZLynx.
Organized for you.
Clients are tagged by line of business, carrier and status.
Opt-outs respected.
Clients who opted out of email in EZLynx stay opted out in Levitate.
Reach the right clients without building a list
Line of business, carrier, branch, and personal or commercial come in as tags. Send a home insurance tip to every homeowner, or a check-in to every commercial client, in a few clicks.
You're never on your own
Your Success Specialist turns on your EZLynx 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.
Get ahead of every renewal
Expiration dates become renewal dates in Levitate, ready to drive reminders and automations, and AI Email Campaigns use them to write each client their own note before it's time to renew.
Bring former clients back
Former clients are tagged as Winback, so you can keep in touch with the people who left and be there when they're ready to come back.
From the producer they already know
Each client belongs to their producer in Levitate, so outreach comes from the person they already work with.
Put your EZLynx data to work.
“We're the second most reviewed independent agency in North Dakota. We're getting calls we wouldn't have ever gotten in the past. The Google reviews help put us over the top.”
Brad Johnson, Agent and Owner, Grand Slam Insurance Agency