Compare Better Agency vs Levitate: pricing, features, pros, cons, and which is right for your business.
Better Agency vs Levitate
Updated October 2026 · Insurance CRM software comparison
At a Glance
| Criteria | Better Agency | Levitate |
|---|---|---|
| Overall Rating |
★ 4.0
13 reviews |
No data |
| Starting Price | $149.00 /month (3 users) | Contact vendor |
| Pricing Model | Paid | Quote Only |
| Free Trial | No | No |
| Deployment | cloud, mobile | cloud, mobile |
| Best For | Freelancer, Smb | Freelancer, Smb, Mid Market |
Strengths & Weaknesses
Who uses insurance agency software — and what each person does with it
Watches book of business, retention and commission by producer and by carrier on one dashboard — sees which lead sources and lines actually make money.
Works new leads in the pipeline, fires off multi-carrier quotes from the comparative rater, and gets automated follow-up reminders so no quote goes cold.
Services the book from the AMS — endorsements, COIs, certificates and renewals — with carrier downloads posting policy changes automatically, no re-keying.
Accepts the proposal, e-signs the application, pays, and self-serves ID cards and certificates from a client portal — then gets an automatic renewal and review request.
The flow the software runs end to end: lead captured → comparative quote across carriers → proposal and e-signed application → bind and issue → policy download and servicing → renewal and cross-sell → automatic review request. Each stage hands off to the next without re-keying.
Who Should Choose Which?
- Your team fits the freelancer or smb profile
- Your preferred deployment is cloud or mobile
- Automation-first: 100+ prebuilt SMS, email and task campaigns for sales, service, claims and renewals
- Your team fits the freelancer or smb or mid market profile
- Your preferred deployment is cloud or mobile
- Sends personal email and two-way text from the agent's own inbox and a dedicated number — outreach that clients actually answer
Our Verdict
Better Agency targets freelancer/smb businesses with paid pricing starting at $149.00/month (3 users). Its strongest selling points include automation-first: 100+ prebuilt sms, email and task campaigns for sales, service, claims and renewals and dedicated pipelines for leads, service requests and renewals match how agencies actually work.
Levitate targets freelancer/smb/mid_market businesses with quote only pricing . Its key advantages include sends personal email and two-way text from the agent's own inbox and a dedicated number — outreach that clients actually answer and insurance-specific content library plus an ai assistant ("lev") that writes, rewrites, and translates into 10 languages.
Both tools are reviewed independently — see the full reviews below to dig into integrations, implementation timelines, and user sentiment.
Book a vendor demo
Vendor-facilitated. We forward your request to their sales team within 24 hours.
- Choose a preferred date + time slot
- 30-minute product walkthrough
- Custom pricing based on your seat count