Levitate integrates directly with Vertafore, connecting seamlessly with both QQ Catalyst and AMS360 to help insurance agencies automate communication and strengthen client relationships—without manual work.
With these integrations, Levitate securely syncs client and policy data from your Vertafore AMS, making it easy to send personalized emails, automate touch-points, and stay top of mind throughout the policy life-cycle.
“From the beginning, the experience was seamless and integrated with AMS360, our management system.
What stood out to our agency was the first quarterly meeting with their customer support team.”
“They didn’t just walk us through the features; they actually helped us build a strategy tailored to our business goals.”
Operations Manager,
Park & Associates, Inc.
Levitate & AMS360 Integration User
What do the Vertafore x Levitate integrations do?
Levitate automatically syncs contacts, key details, and tags from your Vertafore AMS with daily updates. Synced information includes contact details, company information, and policy-related data—no manual work required.
These integrations turn contact, policy, and renewal data into timely, personalized communication like birthday messages, renewal reminders, and targeted outreach.
Levitate also identifies prospecting and account-rounding opportunities by tagging lines of business, prioritizing primary policy contacts, and surfacing contacts without active policies.
To keep communication authentic, Levitate applies built-in filtering and contact enhancement—nicknames replace formal first names, deceased clients are automatically removed, and records stay clean.
All Levitate activity, including emails, texts, and notes, is pushed back into your AMS for seamless record keeping.
