We sold more life insurance from one email send than we had in the past 2-3 years.

Matthew Turman, Susquehanna Insurance

Your One-Stop-Shop For Turning Happy Clients Into Loyal Advocates

With Levitate, you can grow your business with a single tool, saving you time and money while building better relationships for happier clients.

Grow Your Agency

and gauge client satisfaction through our survey feature that allows you to leverage great feedback into more Google Reviews.

Account Round

with tag-based automations to send personalized emails that show clients you have their best interest at heart.

Save Time and Money

with tried-and-tested insurance industry templates and custom content.

Nurture Your Network

and gain repeat business by keeping in touch with clients and prospects through email, text, and social media.

Work smarter

in the email, AMS, and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.

A Better Approach, From Start to Five Stars


White glove service comes standard.

You have too much to do and not enough time to do it—that’s why we’re here. Your Success Specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource for your team.

"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!"

Ashley Urman
Insurance Success Manager


Quality over quantity.

Our recipe for the best email open rates in the marketing business? Fewer, more personal emails. Our library delivers three times average industry open rates*, with templates so simple and effective that you’ll wonder why you wasted so much time on that last newsletter.

Medicare Advantage vs. Medigap

Walk through the main differences between Medicare Advantage and Medigap to help clients determine what’s right for them.

View Campaign

The Check-In

Our two favorite ingredients—short and sweet—make this a tried-and-tested winner.

View Campaign

Home, No Auto

Encourage your clients with a current homeowners policy to consider bundling auto to maximize discounts.

View Campaign

Severe Weather Insurance Review

With an uptick in severe weather, invite your network to reach out and ensure their policy covers storms that may head their way.

View Campaign

The Happy Birthday Email

It's true—this is one of our all-time, top-performing templates. Staying top of mind can be as simple as remembering a birthday.

View Campaign


With us, it's personal.

Our platform uses your everyday email server (like Outlook or Gmail), so your message skips the Promotions folder and looks like a truly personal email.


Your keep-in-touch calendar.

Get personalized email and social media content recommendations you can review and approve months in advance with the click of a button. Not interested in one month’s recommended content? Not a problem–we make it easy to drag, drop, and schedule other relevant templates.



Cybersecurity Awareness Month

Review and Approve


Happy Thanksgiving - Recipe

Review and Approve


A Simple Winter Insurance Check-In

Review and Approve


Happy Halloween - October 31st



Winter Prep Tips For Businesses



Travel Insurance FYI



The Referral Request



Last Day of Open Enrollment - December 7



Happy Holidays & Happy New Year Combo



Integrate with your current AMS.

No need to duplicate work. Levitate integrates with most agency management systems so client information is updated automatically.

Office 365

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.

Let's get you scheduled.

Let's get started.

Or give us a call at 888-253-7050

Thanks for requesting a demo!

One of our team members will call you shortly to schedule a personalized demo.
Oops! Something went wrong while submitting the form.