Joined April 2021 | Last Updated March 2024
Levitate’s Client Happiness Platform is your one-stop shop for driving engagement, referrals, account rounding, and simply staying top of mind. With award-winning content and world-class customer support, Levitate will help you do just that.
Features & Quick Stats
Best for small & medium-sized agencies
Easy
Ease-of-Use
How Levitate Helps Independent Agents/Brokers: Levitate stands out by catering specifically to the needs of small businesses, unlike many email tools tailored for the enterprise space. Recognizing that genuine 1:1 communication is vital for the success of independent agents and brokers, Levitate was purposefully crafted to help create authentic interactions with prospects, clients, and referral sources. Our platform ensures that small businesses can seamlessly nurture and strengthen key relationships, fostering meaningful connections that drive their business growth.
AI Capabilities: Levitate’s AI Assistant is designed to help you create high-quality content quickly and easily. With this tool, you can generate emails and social media posts in just a few clicks, saving you time and effort. The AI content creation tool uses advanced algorithms to analyze your topic and generate customizable content that is both informative and engaging.
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Awards: 2023 Stevie Winner – Silver, Inc. 5000: No. 502 America’s Fastest-Growing Private Co., 2023 AVA Digital Awards: Gold Winner, 2023 “The Sammy” Technology Award: Sales and Marketing, Martech Breakthrough Awards: Best Content-Sharing Platform, The SaaS Awards Winner 2023: Best SaaS Product for Email Marketing, The SaaS Awards Winner 2023: Highest Customer Satisfaction with a SaaS Product, The SaaS Awards Winner 2023: Best SaaS Product for Small Business/SMBs
Key Features:
- Emails & Automation
- Content
- Social Media
- Texting
- AI
- Handwritten Cards
- Meeting Booking
- Surveys & Review Generation
- Websites
- Reporting and Analytics
Videos:
Website: levitate.ai
Contact: [email protected]
Headquarters: Raleigh, NC
Number of Employees: 180
Area of Operations: National
Partnerships: 25+ State Big I Associations, eligible for marketing reimbursement (MRP) through Trusted Choice, Keystone Insurers Group, Ohio Mutual Insurance, ACT Supporting Member
Levitate Product FAQ
Levitate combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships. Levitate has everything you need for scalable, authentic communication that drives your business or organization all on one platform.
Marketing & Sales
Product Name
Customer Happiness Platform
Do you have experience with independent insurance agencies?
Yes
What other channels does your platform allow users to reach out to contacts?
Texting, Social Media, Handwritten Cards
Can you set reminders for internal employees based on a customer’s actions?
Yes
Do you support custom fields?
Yes
How many custom fields can be added?
Unlimited
Is your platform company-centric or contact-centric?
Contact-centric
Does your platform provide: (select all that apply)
- User security
- Mobile app
- Contact segmentation
- CRM
- Landing page builder
What other features or functionality do you include in your product not covered above?
Meeting booking, Websites, Surveys
What are the different types of emails a user can send?
- Bulk Email
- Emails based on triggers
- Targeted emails based on tags/labels
- Marketing automation (drip campaigns)
- Scheduled emails (holidays, birthdays, etc.)
What is the maximum number of contacts an email can be sent to at one time?
Email send limits are determined by the user’s email server provider (250-500/day per user)
What is your average email deliverability rate?
~100%
How are emails sent?
Using the user’s email server
Do you use a tag/label system to allow for targeted emails?
Yes
Do you support dynamic content? (i.e., different content in the email to be sent based on specific preferences, labels, or tags of the recipient)
Yes
What are different triggers for sending an email to a contact?
Tags, relevant dates, scheduled delivery times
What integrations do you support?
AMS360, HawkSoft, Xanatek, NASA Eclipse, QQCatalyst, Applied Epic, EZLynx
Is there a set-up fee?
Yes
How many users are included in your base price?
5
How many contacts are included in your base price?
Unlimited
Website Development
Product Name
Levitate
Do you have experience building websites for independent insurance agencies?
Yes
Please share more about your ideal or typical customer. Who is your solution best for?
We specialize in SMB and most of our clients have an office size of anywhere from 1-10 employees. We focus on all insurance types and premium sizes.
What is the typical time it takes for a customer to go live with a website from start to finish?
~6 weeks
Do you have a dedicated team or do you outsource design/coding?
Dedicated Team
Do you have a defined development process?
Yes
Do you provide custom-built web pages or template pages only?
Templates
Do you provide insurance agents with sample web page content?
Yes
Who is responsible for updates or changes to the website after it goes live?
Developer
Do you provide ongoing digital marketing strategy/support?
Yes. Clients are advised on design and organic SEO strategies.
Do you support lead capture forms on the website?
Yes
Can a user create contact/submission forms on their website?
Yes
Are customers allowed to build their own web pages with a drag-and-drop or intuitive web page editor?
No
Do you have a process for creating and delivering video proposals?
No
Do you offer a chat feature?
No
Are your websites responsive to screen size (i.e. mobile device, tablet, etc)?
Yes
Do you have an article/blog posting feature so a user can add additional content?
Yes
Do you follow WCAG 2.1 guidelines or provide any type of support for ADA compliance?
Yes
Are you familiar with Errors and Omissions (agent’s professional liability) exposures on agency websites?
Yes
What integrations do you support?
N/A
Is there a set-up fee?
Yes
What are your contract options?
Annual
What other features or functionality do you include in your website design package?
Optional add-ons:
- ADA compliance
- Broker compliance workflow
- Translations (up to 55 languages)
Anything else about your website development services you think Catalyit agents should know?
- Central Plan: No additional add-ons
- Preferred Plan: 1/3 add-on options (your choice)
- Prestige Plan: All 3 add-ons
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