Levitate Review

Levitate is an AI-powered relationship-marketing platform that sits on top of your agency management system and handles the client communication your AMS was never built to do — personal email and text, review generation, social content, and steady keep-in-touch outreach. It is quote-only, and the most important thing to understand before you look at it: Levitate is not an AMS and it is not a full agency CRM. It is the retention-and-outreach layer that runs alongside one.

That distinction matters, because agencies shopping for a "CRM" often land on Levitate expecting a system of record and are surprised it doesn't manage policies. Levitate itself is upfront about this — the company describes the product as designed to support the areas "traditional CRMs are often limited" in: communication, retention, referrals, and online visibility. It syncs with your existing AMS rather than replacing it.

What Is Levitate #

Levitate is a SaaS relationship-marketing platform made by Levitate (legal entity Real Magic Inc.), a US company headquartered in Raleigh, North Carolina, founded in 2017 by Jesse Lipson — previously the founder of ShareFile. Insurance agencies are a core vertical, with a dedicated insurance product page, and the same platform is sold to financial advisors, real estate, law, and accounting firms.

The pitch is built around a recurring pain in this business: agencies are so consumed by renewals and service that consistent, personal outreach falls away, and clients quietly drift to cheaper competition. Levitate's answer is to make that outreach nearly automatic while keeping it personal — emails and texts that go out from the agent's own inbox and phone number, tagged and timed so a coverage-gap note, a renewal reminder, or a birthday message lands without anyone remembering to send it. The business case is retention: a client who hears from their agent through the renewal cycle is a client who renews.

Who it's for: independent and small-to-mid-market agencies that already run an AMS and want to fix retention, reviews, and referrals without hiring a marketing person. Levitate does not publish numeric agency-size targeting, but the messaging and pricing model point squarely at owner-operated and small commercial/personal-lines shops rather than large multi-location brokers.

Features #

Email and automations #

The core of Levitate is personal email that sends from the agent's existing provider — Outlook, Gmail, Microsoft 365 — so messages come from a real person, not a marketing blast address. Tag-based automations let you build outreach that fires on a condition: tag a book of monoline auto clients and drip a coverage-gap sequence, tag renewals ninety days out and warm them up before the carrier's rate increase becomes the conversation. Real-time performance tracking and an "opportunity board" show what's landing.

Text and SMS messaging #

Two-way texting runs through a dedicated phone number inside the platform, so agents can send, receive, and organize client texts without handing out a personal cell. This is the channel most agencies underuse and the one policyholders actually answer — a renewal or payment nudge by text lands where an email is ignored.

AI assistant ("Lev") #

The built-in AI assistant rewrites existing content, writes new outreach, and translates into ten languages. It is aimed at the practical reality that most agency owners are not writers and won't build a content calendar from a blank page.

Content library and social media #

Levitate ships an insurance-specific template library — seasonal review messages, Medicare Advantage content, renewal touches — plus pre-written, customizable social posts (images included) that schedule in minutes, with a monthly content-calendar suggestion and approval workflow.

Reviews and reputation #

Surveys go out, five-star responses convert into review requests, and a Google Business Profile integration notifies you of new reviews and drafts AI-suggested responses. For an agency trying to rank locally and win referrals, this is one of the more concrete pieces of the platform.

Meeting booking, events, handwritten cards, contact management #

Rounding out the platform: built-in meeting scheduling, event creation with registrant tracking, printed handwritten-style cards sent at scale, and lightweight contact management that stores relationship details. That contact management is CRM-lite — a place to track people and touches, not a policy or account system of record.

AMS sync and mobile #

Levitate connects to the AMS the agency already runs so client and policy data flows into the outreach engine rather than being re-entered. The directionality varies by system and is worth confirming for yours: the AMS360 (Vertafore) integration is two-way — it syncs client and policy data into Levitate and writes notes, emails, texts, calls and cards back onto the AMS record as Notes and Activities on a near-real-time-plus-weekly cycle — while the EZLynx connection is one-way and report-based (contacts, policies, expiration dates and unsubscribe status on a daily scheduled pull, primary contacts only). HawkSoft is a two-way API integration. Native iOS and Android apps cover day-to-day work — texting, contacts, business-card scanning, tagging — while the full experience runs in the browser at app.levitate.ai.

Levitate states its insurance-page emails achieve "60%+ open rates and 10% reply rates." That is a vendor claim, published by Levitate and not independently verified here — treat it as marketing, not a benchmark.

Pricing #

Levitate is quote-only. No prices are published; every plan routes to a demo or sales conversation, and billing is annual ("billed annually based on when you signed up"). The platform tiers are published by feature only:

A separate Website add-on is sold in its own tiers (Essential up to 20 pages, Preferred up to 30, Prestige up to 100), also quote-only. Because Levitate is billed annually and priced by conversation, get the number in writing before you sign — and price it as an add-on to your existing AMS spend, not a replacement for it.

Who It's For (and Who It Isn't) #

Levitate fits an independent agency that already has an AMS it can live with and knows its real problem is retention — clients leaving because nobody stayed in touch, thin online reviews, referrals drying up. If you want personal email and text that actually go out consistently, review generation that feeds your Google profile, and social content you don't have to write, this is aimed directly at you. Agencies on EZLynx, AMS360, or HawkSoft get the most out of it because those integrate (see below).

It is the wrong tool if you are shopping for a system of record. Levitate will not manage policies, run ACORD forms, take carrier downloads, or reconcile commissions — for that you need an AMS such as NowCerts or AMS360, or a producer CRM such as AgencyZoom or InsuredMine. It is also a weaker fit for a large brokerage that already has a marketing team and its own martech stack, or for an agency unwilling to commit to an annual, quote-based contract sight-unseen.

Is It Legit and Worth It? #

Levitate is an established, well-funded company, not a fly-by-night tool. It has been in market since 2017, is venture-backed with roughly $71M raised in total (including a $16M round announced in March 2026), and is listed in the Catalyit solution-provider directory for insurance. The product is real and the insurance focus is genuine, down to a content library written for this industry.

The honest cautions are about fit and cost transparency, not legitimacy. First, the naming problem: agencies frequently confuse Levitate with a CRM or AMS, and it is neither — buy it expecting a system of record and you will be disappointed. Second, it is quote-only and billed annually, so you commit for a year on a price you negotiate rather than one you can compare on a page; that is the opposite of the transparency owners praise in tools like NowCerts. Third, the value depends on your AMS integration being clean — the EZLynx connection in particular is one-way and report-based, so if you're on EZLynx, confirm that read-only, once-a-day sync is enough for how you plan to segment. Finally, this is a spend on top of your existing stack in a business where owners already complain the tech bill is "almost as much as my rent" — the retention return has to justify one more annual line item.

For an agency whose churn problem is really a communication problem, that math often works. For one looking to consolidate or replace software, it doesn't — Levitate adds a layer, it doesn't remove one.

Alternatives #

• AgencyZoom — a producer-focused insurance CRM and sales-automation platform; a better fit if you want pipeline and onboarding automation, not just outreach.
• InsuredMine — insurance CRM with client engagement, texting, and pipeline in one; overlaps Levitate's communication features but adds more CRM depth.
• Better Agency — an insurance CRM built around automation and a "remarket and cross-sell" engine, aimed at the same retention pain.
• NowCerts — if what you actually need is a management system with built-in texting and a client portal, not a marketing layer.

Compare the full field on the insurance CRM category page.

Login & Support #

Agencies log in to the web app at app.levitate.ai, with native iOS and Android apps for day-to-day mobile work. Support runs through the online help center at help.levitate.ai and by email at [email protected]; every paid tier includes a dedicated success specialist, which is a meaningful part of how the platform gets adopted.