Xanatek Integrations

Utilizing Formstack allows you to streamline manual tasks, expedite solution delivery, and transition from concept to operational workflow in just minutes, saving you valuable time—all achieved through simple clicks rather than complex coding. By integrating a user-friendly visual workflow automation tool with digital forms, document creation, and eSignature capabilities, the Formstack Platform empowers you to efficiently develop numerous solutions that address both your daily challenges and the digital demands of your clients. Moreover, you can construct solutions tailored to your urgent requirements, whether they involve applications, proposals, or onboarding processes, while also scaling to support broader organizational digital transformation goals—all seamlessly facilitated by the Formstack Platform. This versatility makes it an essential tool for enhancing productivity and improving customer satisfaction across various sectors.

Certificial® utilizes real-time information to ensure that businesses consistently uphold compliant insurance coverage. Move away from the inefficiencies of outdated, singular documents; eliminate the need for tedious emails, phone calls, or faxes. Certificates of Insurance (COIs) cater to a variety of audiences, each with specific requirements. Regardless of the purpose behind your use of COIs, our advanced COI network guarantees that all parties have access to the same continuously updated information. Whether you are using a specialized certificate module or integrating with another system, our network establishes a new standard for the ongoing sharing and monitoring of intelligent COIs and their related data. Empowering every participant in the COI process allows for a real-time, data-driven exchange of coverage information. Safeguard your business by removing the risk of uninsured activities, streamline your compliance management through a unified platform, and proactively tackle non-compliance issues to prevent uninsured claims while ensuring adequate coverage year-round. This groundbreaking strategy not only boosts efficiency but also fosters a culture of responsibility and transparency across your organization, ultimately leading to improved stakeholder trust and engagement.

Levitate is a relationship marketing platform designed to help businesses and organizations keep in touch with their networks in a scalable but authentic way. The platform combines communication tools, dedicated success specialists, AI assistance, and marketing content into one Happiness Platform. Users can create and send personal-feeling emails, schedule social media posts, send personalized texts, build websites, mail handwritten-style cards, run surveys, and generate customer reviews. Levitate is built around the idea that relationship marketing should feel human, timely, and personal rather than canned or automated. Its dedicated success specialists help onboard teams, develop communication strategies, and serve as ongoing marketing resources. The platform’s AI assistant helps users draft emails, create social posts, rewrite existing content, and adjust tone or style in seconds. Levitate also provides content support from its internal team so customers can share timely, industry-relevant messages without starting from scratch. Its surveys and review tools help organizations improve client happiness, collect feedback, and generate 5-star reviews more easily. The platform is useful for engaging clients, donors, referral sources, colleagues, prospects, volunteers, and other important relationships. Levitate integrates with business tools such as Zapier, Wealthbox, MyCase, Clio, DonorPerfect, and related systems. By combining email, social media, texting, websites, handwritten cards, reviews, AI content creation, human strategy support, and integrations, Levitate helps teams build stronger relationships and drive measurable engagement.