Build a better agency,
one personal touch at a time.

“I recently sent a personal email to a few hundred clients and prospects with Levitate just to wish them a Merry Christmas. Within days, I had a ton of replies and new policies to quote—enough to keep me busy for a whole month.”

Brent Lamm, Lamm Insurance Group

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Levitate Powers Relationships

Mass blast email marketing won't cut it anymore. We combine AI-powered software with dedicated marketing coaches to help independent agents focus on what you do best: build relationships.

Drive referrals

and repeat business by keeping in touch with clients and prospects

Account round

through personalized emails

Save time and money

with tried-and-tested insurance industry email templates

Remember key facts

and dates about every contact. Never forget a birthday again!

Work smarter

in the email and calendar apps you already use

Keeping in touch, made easy.

1

Your contacts like you've never seen them.

We’ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network.

2

Simple, easy-to-use reminders.

We’ll remind you to check in with prospects, account round with current clients, or reach out for renewals on a cadence you create. Our AI-powered software will keep you honest.

3

Emails look personal, because they are.

Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.

Content when it counts

Say goodbye to overpaying for outsourced content — white-glove support comes standard.

Your secret weapon

Our dedicated marketing coaches craft strategies tailored to your business.

Keep-in-touch calendar

Use tried-and-tested insurance templates to schedule emails months in advance.

Timely content

We monitor current events that may impact your customers, so you can focus on growing your business.

Review & approve

Short on time? Your coach will send recommended emails for you to approve—or edit—with the click of a button.

The key to growth for independent insurance agents? Keeping in touch.

The average consumer has 4 policies, but the average independent agency only writes 1.3 policies (per insured).

IIA.org and Travelers

Agents who average two or more contacts per year with their customers are growing 55% more than their counterparts.

PropertyCasualty360, 2019

Work smarter in platforms you already use

Connect your favorite email and calendar programs to seamlessly keep-in-touch with clients, add tags and key facts, record notes, and tie meetings into contacts.

Keep your contacts and policy information evergreen by connecting to your HawkSoft AMS. Daily syncs ensure new clients, prospects, and lines of business are up to date.

Automatically sync your contact list and their policies in real time. Built-in, AI-driven tagging and key facts make your targeted emails even more tailored.

Working with another management system? We can quickly and easily import from TAM, Epic, EZLynx, QQ Catalyst, Doris, and most other agency management platforms with export functionality.

Customer Spotlight:

"Levitate creates personal touchpoints that aren't just about sales. The emails I send using the platform generate interest and actually start conversations. My clients will reply, 'I’ve been meaning to call you, I got your email and we are getting ready to buy a new house. Give me a call.' I never could have achieved that on my own or through mass-blast email providers!"

Brian Gleize
Scott Insurance Agency

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