Levitate’s integration with Xanatek utilizes Xanatek’s web-based system, Xanatek Connect, to send selected reports to your Levitate account to keep your client list up-to-date.
"Xanatek is excited about the new abilities that are now available through our integration with Levitate.
Using Levitate will help these agents touch base with their customers more often to help solidify their relationships and keep clients happy.”
Brent Sheppard
President, Xanatek
What does the Xanatek x Levitate integration do?
Levitate and Xanatek joined forces to simplify contact creation and management in Levitate.
The integration automates reports from Xanatek to Levitate in near-real time, looking for changes.
Xanatek will securely supply Levitate with your most recent contact data, key facts, and tags. Xanatek will update us almost immediately 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 Xanatek without policies to create prospecting lists.
Levitate turns those reports into your contact list, key facts, and tags, meaning you’ll no longer have to upload manual exports into Levitate and your policy information is always aligned with what’s in Xanatek.
