Levitate
vs.

Relationships Over Pipelines

Agency Zoom helps track sales. Levitate helps you keep clients—and grow efficiently through loyalty, not just lead generation.

Susquehanna Insurance increased their reviews by 186% with one Levitate email send. They also received a 470% increase in organic website traffic as a result of the Google reviews campaign.
Matthew Turman
Account Executive, Susquehanna Insurance
Get a personalized demo now!
AI Prompt and Result example featuring an image of Lev the Lion

Real Client Wins

85% increase in efficiency
Achieved a 74% average email open rate and 12% average email reply rate using Levitate. They have also been able to keep consistent outreach, despite their busy schedules, using Levitate’s pre-written content library.

“This platform hasn’t just improved our outreach; it’s given us peace of mind. We know our clients are being taken care of, even when we’re swamped. I honestly can’t imagine going back to the way we used to do things.”
Naiara P.
CISR Elite, Operations Manager
With Levitate, I get content that’s already 95% in our voice.
“Levitate has helped us communicate more authentically with our clients — and that authenticity is at the heart of everything we do"
Cory M.
Independent Financial Services Firm, Director of Marketing
Increased Google Review rating to 4.9
Secured a $1,700 life insurance sale from a former client, a single sale that paid for his Levitate subscription for an entire year, and increased Google Review rating to 4.9.

"My Google Reviews, I have 4.9 stars. That was all from Levitate, one hundred percent."
Bob Van Riper
LUTCF, President
We found the right relationship with Levitate
"We thought that FMG Suite was a little too in-depth. We thought Snappy Kraken was a little too commercial.

We found the right relationship with Levitate to fit what we were looking for."
Ross C.
President & Founder, King Tide Advisors
470% increase in organic website traffic
Susquehanna Insurance increased their reviews by 186% with one Levitate email send. They also received a 470% increase in organic website traffic as a result of the Google reviews campaign.

“We hired a new receptionist and she said that reading through our 200+ Google Reviews gave her a lot of respect for our business and showed that we really have a positive impact on our community.”
Matthew Turman
Account Executive, Susquehanna Insurance
It’s going to streamline your processes, save you time
"In this business, everything revolves around service. Levitate gives you the tools to personalize and customize interactions, making each client feel like they’re your only client. It’s going to streamline your processes, save you time, and enhance your client communication. "
Sean Hollitz
Founder, BlackDiamond Wealth

Levitate vs. Agency Zoom:

Feature Breakdown

Feature
Personalized Email
1:1 emails from your own email address, average open rate: 74%
Mass automation with limited customization, average open rates not published
Text Messaging
1:1 or group texting
Texting supported
Client Birthday & Anniversary Automations
Built-in automations + cards
Not included
Social Media Content & Scheduling
Insurance-specific posts + scheduler
Not offered
Review Requests & Surveys
Dedicated support with recurring content planning calls, new feature training, and marketing guidance
Review request workflow only, no integration with Google Business Profile or AI-generated responses
Dedicated Success Specialist
Live humans to help plan and implement as long as you’re a customer
Basic onboarding only
Websites
Affordable website add-on: SEO-packed, mobile-ready, built-in blog, and ongoing design support
No website capabilities or hosting included

Why Levitate Works

Connect with current clients, not just chase new ones

Learn More

Social media, email + blog content ready-made for independent insurance agents like you

Learn More

Stay top-of-mind and help clients feel taken care of with automated birthday & renewal reminders

Learn More

Human-led implementation and support teams help you set it all up, while your dedicated success specialist works with you to guide your marketing throughout the year

Learn More