Levitate is a Client Happiness Platform built for insurance agents who want to grow their business through authentic, relationship-based outreach. This all-in-one marketing solution helps agencies deepen client connections, increase referrals, and save time, without losing the personal touch.
With tools like personal email, texting, social media scheduling, handwritten cards, birthday reminders, and Google review management, Levitate makes it easy to stay top of mind. Agents can schedule outreach in advance, leverage custom-written and AI-assisted content, and access a rich library tailored to both personal and commercial lines of business.
Levitate also offers custom websites designed to reflect each agency’s brand and drive results. Built with organic SEO and lead generation in mind, agencies have seen up to a 93% improvement in key performance metrics, including accessibility and search visibility.
Every agency is paired with a dedicated Success Manager—a strategic partner who helps plan and optimize campaigns throughout the year. Acting as an extension of your team, they provide proactive support, personalized strategies and expert guidance.
Levitate empowers insurance professionals to deliver high-touch service at scale. Whether you're looking to modernize communications, boost your online presence, or reclaim time in your day, Levitate makes marketing feel less like a task and more like a conversation.