Levitate + RiskAdvisor
Create or update Levitate contacts when new clients are added in RiskAdvisor
Stay on top of your client management with this simple workflow. When you add a new client in RiskAdvisor, it immediately creates or updates the related contact in Levitate. This ensures all client information is current and easily accessible, enhancing the efficiency of your business processes.
Stay on top of your client management with this simple workflow. When you add a new client in RiskAdvisor, it immediately creates or updates the related contact in Levitate. This ensures all client information is current and easily accessible, enhancing the efficiency of your business processes.
- When this happens...New Client
Triggers when a client is created in RiskAdvisor.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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New Client
Triggers when a client is created in RiskAdvisor.
Try ItNew Policy
Triggers when a policy is created in RiskAdvisor.
Try ItTeam
Try ItRisk Profile IDRequired
First Name
Middle Name
Last Name
Date of birth
Relationship
Marital Status
Gender
Education
Occupation
License Status
Licensed State
License Number
Licensed Age
Rated
SR22 Required
Discounts
Updated Client
Triggers when a client was updated in RiskAdvisor.
Try ItQuoteForm Submitted
Triggers when a QuoteForm is submitted.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Suffix
Date of birth
Phone NumberRequired
EmailRequired
Contact Preference
Relationship
Marital Status
Gender
Education
Occupation
Lead Source
Risk Profile IDRequired
Notes