vs.

Why Support +Strategy Win

ClientCircle automates. Levitate builds real relationships. We combine powerful tools with a human touch, so your agency grows with authenticity.

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. ClientCircle: 

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

Handwritten Cards

Branded authentic-feelings cards mailed on your behalf

Offered with some automation

Text Messaging

1:1 or group texting

Texting supported

Contact Tagging & Management

Full contact management with tagging, segmentation & sync options

Basic contact info only

Review Request Emails

Prebuilt & AI-responded Google review flows

Basic request system

Social Media Content & Scheduling

Premade insurance-specific content + scheduler

Not included

Dedicated Success Specialist

Robust support from day 1 through the lifetime of your account

Limited or email-only support

AI Assistant

Insurance-trained for writing, review replies, personalization, and more

Not available

Why Support +Strategy Win

Real Client Wins

Levitate vs. ClientCircle:

Feature Breakdown

Why Levitate Works

1:1 email outreach from your real inbox, no generic campaigns here

Email, blog & social media content library + scheduler built for independent insurance pros

Personalized automations like handwritten cards and review requests

Hands-on onboarding, success check-ins, and marketing help

Want marketing that feels authentically you?