Levitate and Vertafore

Grow your agency through the lost art of keeping in touch.

Break through the clutter and stay top of mind with Levitate.

Levitate Laptop Image

In today’s world, it’s more difficult than ever to stay top of mind with clients and prospects. Levitate and Vertafore have partnered to help independent agents break through the noise and build real relationships with their networks.

Levitate is a keep-in-touch marketing platform that combines AI-Powered software and dedicated marketing coaches to help you stay in touch with clients and prospects in a more personal way. Unlike emails sent through mass-blast providers, Levitate emails appear in recipient inboxes as a personal email—creating an authentic, personal approach to client communication. Every client has a dedicated coach who helps manage a customized “keep-in-touch calendar,” in addition to writing and recommending timely communication in response to current events such as COVID-19.

Levitate joins the Orange Partner Community with the launch of its integration with AMS360, with more integrations in the works.

Combine Levitate with Vertafore to help you build a better agency, one personal touch at a time.

Levitate Powers Relationships

The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network.

Drive referrals

and repeat business by keeping in touch with clients and prospects

Account round

through personalized emails

Save time and money

with tried-and-tested email templates (Need something custom? We've got you covered.)

Remember key facts

and dates about every contact. Never forget a birthday again!

Work smarter

in the email and calendar apps you already use

Vertafore Client Spotlight

Affiliated Insurance Agents

“We were looking for a tool to help us round out accounts without coming across as blasting advertising to our clients. Our Marketing Coach, Ashley, has helped us stay top of mind with clients in a more natural way—she’s been an incredible resource, working to find the perfect balance of what to send and when to send it. With the AMS360 integration, we’re looking forward to getting even more out of Levitate!”

– Marc Koren, Broker

From the founder

Jesse Lipson Headshot

“Now more than ever, independent insurance agencies need to keep in touch and stay top of mind with clients, prospects, and referral sources. This partnership between Vertafore and Levitate combines state-of-the-art software to help agents focus on what they do best: build authentic relationships with clients and members of their community.”

– Jesse Lipson Founder & CEO, Levitate

Ready to keep in touch? Learn more and schedule a customized demo for your team.

vertafore@levitateapp.com | 888-253-7050