Become a 5-star agency with timely, personal-feeling email, social media & blog content for all types of insurance, easy Google review generation, and your own dedicated Success Specialist. Plus, Levitate integrates with your existing AMS to streamline your marketing efforts.
Levitate gives insurance agencies the tools to build stronger client relationships and an impressive online reputation. From personal emails and texts, to review requests and renewal reminders, everything you need lives in one platform built to keep your agency top-of-mind all year long.
Gauge client satisfaction through our survey feature that allows you to leverage great feedback into more Google Reviews.
Use tag-based automations to send personalized emails that highlight coverage gaps and help clients feel seen and supported.
Our tried-and-tested insurance templates, paired with a built-in AI assistant, keep your outreach efficient, consistent, and personal.
Build value between renewals with timely, personal touchpoints like email, social posts, handwritten cards, and texts that keep your agency top-of-mind.
Levitate works with the email, AMS, and calendar apps you already use. Plus, our built-in meeting booking feature eliminates scheduling headaches.
You’re focused on clients, let us handle the rest. Your dedicated Success Specialist will onboard your team, develop your outreach strategy, and provide hands-on support to help your agency grow.
"I love learning my insurance customers’ business goals and then creating a plan so they can efficiently and effectively communicate with their clients. Working with small businesses that care about their clients, staff, and community is truly fulfilling and motivates me each day!"
—Louis Cuany, Insurance Success Manager
Protection is personal, and your outreach should be too. Every message is delivered from your own email server, so it arrives looking like a genuine note, not a mass campaign. That personal touch drives open rates three times higher than the industry average, with content built to earn trust, drive retention, and encourage referrals.
Walk through the main differences between Medicare Advantage and Medigap to help clients determine what’s right for them.
Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.
Encourage your clients with a current homeowners policy to consider bundling auto to maximize discounts.
With an uptick in severe weather, invite your network to reach out and ensure their policy covers storms that may head their way.
Your response says as much as the review itself. Connect your Google Business Profile directly to Levitate to stay on top of your online reputation with instant notifications for new reviews and smart AI-suggested replies. A quick, thoughtful response shows prospects you’re the kind of agency that listens.
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Get personalized email and social media content recommendations tailored to your agency. Review and approve months in advance with just a click, or drag and drop other ready-to-send templates, no guesswork required.
Levitate is a relationship marketing platform built to help insurance agencies grow through personal, consistent client communication.
Rather than relying on mass emails or generic newsletters, Levitate helps you stay in touch with policyholders, prospects, and referral partners in a way that is natural and authentic. You can send personal emails right from your existing inbox (like Outlook or Gmail), schedule social media content, automate birthday or renewal reminders, and even send handwritten cards, without juggling multiple tools.
With Levitate, your agency can build a calendar of timely, relevant outreach, whether it's checking in after a policy is issued, reminding a client about coverage options, or following up to request a Google review. You’ll also be able to track important client details, set reminders for key touchpoints, and keep relationships warm between renewals.
Everything is designed to help you stay top-of-mind, strengthen loyalty, generate more referrals, and grow your book of business, without adding more to your to-do list.
Want to see how Levitate works for insurance professionals? Schedule a demo today for a personalized walkthrough.
We know that insurance agents are busy, that's why Levitate plans are simply billed annually based on when you signed up for the service. If you joined on August 1st, you will be billed again on August 1st of the following year.
Levitate emails average 60%+ open rates and 10% reply rates, thanks to our relationship-focused approach and direct email delivery through your Outlook or Gmail account. Compare that to the ~20% open rate across all industries for mass blast providers, most of which don’t even track reply rates because their emails aren’t built to start conversations.
Work smarter with the platforms you use every day.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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