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Levitate
LevitatevsAgency Revolution

An Agency Revolution alternative that keeps every client close.

Agency Revolution sells marketing automation (Fuse) and websites (Forge) as separate products, with add-ons for texting and social posting. Levitate is one plan with every feature included, from personal emails sent from your own inbox to a free website and a dedicated Success Specialist.

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What agents are saying

5 out of 5 stars
“I love that clients are reading and responding to my emails and texts. It has increased engagement and automated many of our reminder tasks.”
Chris B. COO, Capterra review

Switched to Levitate from Agency Revolution.

Levitate vs. Agency Revolution: feature breakdown

Last updated

FeatureLevitateAgency Revolution
Personal email
Included. Send from the email account you already use, so your message arrives in the recipient's inbox and replies come straight back to you
Limited. Emails go out through Fuse's email system from your own verified domain. You set whether each one comes from an agent, a rep or the agency, and replies go to that sender
Getting started
Included. Most customers are sending their first campaigns within a week, with their website close behind
Limited. Their help center says Fuse onboarding typically takes about six weeks before you start launching campaigns
Websites
Included. A free, professional, search-ready website with every plan, built on your brand
Limited. Forge websites are their own product, sold on their own or bundled with Fuse, and built with a dedicated project manager
Texting
Included. Text from a business number your whole team can share, one to one or as a campaign where every client gets their own private message
Limited. Business Texting is an add-on, included in Forge Premium, with a shared team inbox and texts triggered by campaigns
Social Media
Included. Schedule posts ahead across Facebook, Instagram and LinkedIn, from a library written by our content team
Limited. Social posting is an add-on, with a content library and scheduled posts
Ready-made content
Included. Content written for insurance agencies that goes out as you, from your own inbox, in your voice. When something happens that affects your clients, our team writes about it fast, so they hear it from you first
Included. Ready-to-launch campaigns and a Content Library that's updated regularly
Automations
Included. Automations send emails, texts and cards on the dates already in your data, like birthdays and renewals
Included. Birthday, holiday, cross-sell and account review campaigns, connected to your agency management system
AI writing
Included. Describe what you want to say and who it's for, and Levitate writes a personal email for each client using their history and policy details
Included. FirstDraft, one of their built-in AI features, drafts personalized emails in your voice
AI assistants
Included. Keep in Touch tells you who to reach out to, the Email Exec Assistant drafts replies in your voice, and Meeting Prep reads up on every client before you meet them
Limited. AI Sidekick answers questions about using their product and builds segments from your contact list
Google Reviews
Included. Ask for reviews with a quick survey or a personal email, and connect your Google Business Profile so each new review arrives with a reply drafted in your voice, ready to post
Included. NPS campaigns that collect feedback and drive Google reviews, plus Reputation Management review campaigns
Success Specialist
Included. Every account gets a dedicated Success Specialist who sets you up, plans with you every quarter, and stays a message away, at no extra cost
Included. A dedicated project manager during onboarding, then their Client Experience & Success Team, with quarterly strategy calls

This comparison is based on publicly available information from Agency Revolution’s website and documentation as of November 2026. Features and plans change often, so check with Agency Revolution for current details. Agency Revolution is a trademark of its respective owner. Levitate is not affiliated with or endorsed by Agency Revolution.

Why Levitate works

  • Keep in Touch tells you when a relationship is slipping, along with what you last talked about

  • Renewal sequences start on their own from the dates in your policy data, send from the policy owner, CSR or producer, and stop automatically if a policy cancels

  • One plan with every feature included, plus a free website. No separate products to piece together

  • Policy Boards put premiums, carriers and lines of business right next to each client

Real customer wins

  • Switched from Agency Revolution

    New Google reviews from the start

    “The initial starting campaigns produced several new positive Google reviews which is exactly what we were looking to achieve.”
    Andrew M.Agent Owner, Capterra review
  • Switched from Agency Revolution

    Processes made 10x easier

    “[Our Levitate rep] was an amazing partner and he really gave us the comfort to make the switch by showing us how all of our processes can be made 10x easier with Levitate!”
    Greg L.Admin, Capterra review
  • Switched from Agency Revolution

    82% email open rate

    “The amount of just products and capabilities you have within the whole ecosystem is crazy… I don’t think I could ask for more.”
    Preferred Choice InsuranceIndependent insurance agency, CO

Ready to keep every policyholder close?

We will handle all contact details in line with our privacy policy.

“The renewal reminders alone are what I’m benefiting from with the service you guys are providing.”

Alex Jakubanis, Owner, Rancho Simi Insurance

Levitate vs. Agency Revolution FAQs

Agency Revolution offers Fuse marketing automation and Forge websites for insurance agencies. Levitate is built to keep you close to the clients you already have, with personal emails from your own inbox, texts, Handwritten Cards, Google reviews and social posts written by our content team. Built-in AI assistants tell you who to reach out to, draft replies and brief you before meetings. Every plan also includes a free, professional website and a dedicated Success Specialist who knows insurance.

Yes. Your Success Specialist imports your contacts from a spreadsheet and connects Levitate to your agency management system.

Yes. Levitate connects to Applied Epic, EZLynx, HawkSoft, AMS360, QQCatalyst and more, so your clients and policies stay current without anyone typing them twice.

Yes. AI features are part of your subscription, not an AI tier, and your Success Specialist switches on the ones you want. AI Email Campaigns carries a monthly allowance.