Levitate for Insurance

Your agency focuses on relationships. So should your marketing.

Become a 5-star agency with timely, personal-feeling 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.

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“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, personal-feeling AI-created content and custom content.

Nurture Your Network and gain repeat business by keeping in touch with clients and prospects through email, text, social media and handwritten cards.

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.

The Check-In

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

Home, No Auto

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

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.

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 content 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.





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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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