Success Stories
Real results from real relationships.
Insurance agents, financial advisors, law firms, nonprofits and more use Levitate to stay close to the people who matter most. Here’s what they say.
- Financial
“One Levitate email campaign brought in over $20,000 in new business.”
$20,000+New business from one campaign
Timothy WaltFounder, CVW Financial - Insurance5 out of 5 stars
“I run an insurance agency and we were really trying to focus on selling life insurance but were getting nowhere. Within 3 months of using Levitate we had hit our annual goal and then some!”
5xLife premium submitted vs. last year
Alexandra D.Operations ManagerReview on G2 - Home Services
“You can't work in your company and expect to grow. I started working on my company instead of in my company, and it doubled in size.”
$40,000New business from one campaign
Terry Z.Owner, True Cool Air - Nonprofit
“Levitate has allowed us to consolidate multiple communication platforms into one product at the same cost as we were paying for Constant Contact.”
$85,000More revenue year over year
Doug M.Communications Director, Honor Flight Chicago “I couldn’t run my business without Levitate!”
Diana KahnThe Financial Pharmacist - Mortgage
“Levitate is an absolutely invaluable program because the emails come from my address and I’m able to send out content tailored to my clients. I netted $18,000 in revenue within the first 30 days of using Levitate.”
$18,000Revenue in the first 30 days
Eddie HilliardANE Lending - Insurance5 out of 5 stars
“With campaigns and customizable emails, we have seen great engagement from our clients. A recent Levitate campaign allowed us to close business on SIX clients with another ten in the pipeline.”
6Clients closed from one campaign
Williamson InsuranceInsurance agencyReview on Google - Home Services
“Levitate makes customer communication easy, and at a price that’s incredibly reasonable compared to other marketing tools.”
78%Email open rate, up from 2-3%
Staci RammelGM Propane Operations, Woodruff Energy - Nonprofit5 out of 5 stars
“Levitate makes staying connected easy and effective. We engage volunteers, mentees, and donors weekly with personalized emails and have seen a 35% increase in open rates.”
35%Increase in email open rates
Ladessa S.Recruiter and Partner Relations Development ManagerReview on G2 “Levitate keeps showing up as the tool that replaces the rest.”
G.C. Murray II, Esq.CEO + Managing Attorney, Association GC- Legal
“Levitate has paid for itself through Google reviews alone. Sending their simple, plain-text template was so easy, and I had 20-25 new reviews within days. I now have more than most of my local competitors.”
Jeffrey Allen HowardAttorney at Law PLLC - Financial
“Levitate is probably one of the best pieces of Fintech that we have in our stack. It’s right there with our CRM and financial planning software. We couldn’t function these days without it. It’s worth every penny in time and client engagement. It’s like having your own marketing department in your office for a fraction of what it would cost you to hire a professional marketer.”
70%Average email open rate
Kevin IhrkeOwner and Managing Director, Investment Insights LLC
Showing 12 of 174 stories
Every story is from a real Levitate customer. Ratings as of October 2026: 4.8 on Capterra (334 reviews), 4.8 on Google (222 reviews) and 4.7 on G2 (123 reviews). Many reviewers were invited by Levitate and offered a small thank-you for their time.
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“You guys did more for us in the first three months than our old company did in a year. That umbrella email probably sold 10 policies: it generated phone calls, it generated questions, and it generated sales. We’re off to a great start.”
Phil Maggard, Agent, Maggard Insurance Group