“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
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.
and repeat business by keeping in touch with clients and prospects
through personalized emails
with tried-and-tested insurance industry email templates
and dates about every contact. Never forget a birthday again!
in the email and calendar apps you already use
Say goodbye to overpaying for outsourced content — white-glove support comes standard.
Our dedicated marketing coaches craft strategies tailored to your business.
Use tried-and-tested insurance templates to schedule emails months in advance.
We monitor current events that may impact your customers, so you can focus on growing your business.
Short on time? Your coach will send recommended emails for you to approve—or edit—with the click of a button.
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.