RALEIGH, North Carolina, September 30, 2021 / PRNewswire / – Levitation and VertaforeÂ® have joined forces again to help independent insurance agents stay easily on-mind and personally connected to their networks.
The Levitate-Vertafore partnership launched last year with their AMS360Â® integration, and now companies bring more permanent contact marketing benefits to QQCatalystÂ® user community.
With the integration, Levitate now maps users to their choice of producer or QQCatalyst customer service representative to automatically pull customers, leads, lines of business, renewal dates, phone numbers, addresses and operators. Changes made in QQCatalyst are synced daily with Levitate, so users never have to worry about manually entering information or outdated information.
âThis integration will allow our team to save time, streamline the onboarding of new customers, facilitate renewals and provide more assistance in winning back customers,â said Matthieu turman, account manager at Susquehanna Insurance. âThis is a big step for Levitate, and we’re proud to work with a company that doesn’t settle down – they are constantly looking for ways to improve and serve their customers better. “
“We are delighted to launch our second integration with Vertafore since joining their Orange Partner program last year,” said Jesse lipson, Founder and CEO of Levitate. “QQCatalyst’s new integration will help independent insurance agencies stay connected with their clients in a scalable and efficient manner, without losing the personal feel and authenticity for which they are known.”
Since launching its personal messaging solution for relationship-based businesses, Levitate has expanded its offering to include text messaging, meeting booking and advanced automation features. Each client has a dedicated Success Specialist who helps manage a personalized “contact schedule”, in addition to drafting and recommending rapid communication in response to current events such as natural disasters, COVID-19 vaccine developments or outbreaks. housing market trends.
âLevitate quickly adopted their solution with Vertafore’s other agency management solutions and it’s great to see Levitate add the integration for QQCatalyst,â says Doug mohr, Vice President of Industrial Relations and Partnerships at Vertafore. “Our QQCatalyst customers will now be able to take advantage of the valuable solution that Levitate brings to independent agents.”
The integration of Levitate and QQCatalyst will be available to customers of both services on September 30, 2021.
Levitate is a marketing software platform designed to help small businesses grow through the lost art of staying in touch. Our solution enables independent insurance agents to send personal emails on a large scale, stay in touch with customers via SMS, schedule meetings, memorize key facts from their contacts, personalize reminders to contact and achieve account rounding targets with a personalized approach. For more information on Levitate, visit www.levitate.ai.
As North America An InsurTech leader for over 50 years, Vertafore modernizes and simplifies insurance distribution so our clients can focus on what matters most: people. Vertafore solutions provide end-to-end connectivity, enhance the customer and agent experience, unleash the power of data, and streamline workflows essential to improve efficiency, productivity and profitability for agencies and independent carriers. For more information about Vertafore, visit www.vertafore.com.
Â© 2021 Vertafore and the Vertafore logo are registered trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners.
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