Levitate teamed up with NASA (North American Software Associates) to simplify contact creation and management in Levitate. The integration automates reports from NASA to Levitate every few hours, looking for changes.
Levitate, turns those reports into your contact list, key facts, and tags, meaning manual exports, scrubbing, and importing your data into Levitate every quarter is no longer needed!
“I’m staying in front of clients without having to do everything myself.”
Insurance Agent & Owner,
French Insurance Group
Levitate User
What does the NASA Eclipse x Levitate integration do?
Levitate and NASA built an integration to keep your clients and prospects and all their important contact and policy renewal information up to date in Levitate.
Once enabled, NASA will securely supply Levitate with your most recent contact data, key facts, and tags. NASA will update nightly with any changes, keeping your data in Levitate fresh. We create client tags for contacts with active policies and tags with their lines of business for focused messaging.
The integration also optionally adds contacts from NASA Eclipse without policies to create prospecting lists.
