By building an integration directly with QQCatalyst, we simplify the process for our mutual customers, allowing them to pull their data in themselves which means never having to worry about updating their lists.
Customers are also able to trigger new client automations and see up to date policy tags at a glance.
“This integration will save our team time, streamline new client onboarding, help with renewals, and provide more support on customer win-backs.
This is a great step for Levitate, and we are proud to work with a company that doesn't settle.”
Account Executive,
Susquehanna Insurance
Levitate & QQCatalyst Integration User
What does the QQCatalyst x Levitate integration do?
Levitate will automatically pull contacts, key facts, and tags from QQCatalyst for each connected user.
Data syncs daily, keeping the data evergreen. Contact information includes first and last name, phone number, email address, preferred physical address, company name and title, etc.
We also do quite a bit of filtering and enhancement to help keep emails authentic (nicknames replace first names, deceased clients are automatically removed, etc).
We also push activities from Levitate (notes, emails, texts) into QQCatalyst so you have seamless record keeping between the two systems!
