Build and nurture your client relationships with authenticity. Access personal-feeling content, texting, automations, a dedicated success specialist, and more when you choose Levitate. And as a QuoteWizard member, enjoy waived onboarding ($450 value)!
With Levitate, you can grow your business with a single tool, saving you time and money while building better relationships for happier clients.
and gauge client satisfaction through our survey feature that allows you to leverage great feedback into more Google Reviews.
with tag-based automations to send personalized emails that show clients you have their best interest at heart.
with tried-and-tested insurance industry templates and custom content.
and gain repeat business by keeping in touch with clients and prospects through email, text, and social media.
in the email, AMS, and calendar apps you already use. Plus, our built-in meeting booking feature eliminates back-and-forth emails.
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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.
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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.
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.
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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.
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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.
Informative
Cybersecurity Awareness Month
Review and Approve
Holiday
Happy Thanksgiving - Recipe
Review and Approve
Keep-In-Touch
A Simple Winter Insurance Check-In
Review and Approve
Holiday
Happy Halloween - October 31st
Sent
Informative
Winter Prep Tips For Businesses
Sent
Informative
Travel Insurance FYI
Sent
Keep-In-Touch
The Referral Request
Scheduled
Informative
Last Day of Open Enrollment - December 7
Scheduled
Holiday
Happy Holidays & Happy New Year Combo
Scheduled
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No need to duplicate work. Levitate integrates with most agency management systems so client information is updated automatically.
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.
