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 two-way integration syncs your contacts nightly, keeping your contacts and their policies evergreen within Levitate.
“HawkSoft and Levitate are two of our favorite partners that have really helped us navigate through the hard market over the course of the past year.”
Agent & Chief Operating Officer,
McLoughlin Insurance Services
Levitate & HawkSoft Integration User
What does the HawkSoft x Levitate integration do?
Levitate automatically pulls in contacts, key facts, and tags from Hawksoft each day, keeping the data evergreen.
We scan for contacts with active policies to create primary and secondary contacts, tagging primary contacts with 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 archived, etc).
Levitate also has the ability to push data into Hawksoft. Levitate writes back emails, notes, phone calls and texts into Hawksoft client "log notes."
