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

Our partnership

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

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 - laptop and mobile screenshot
Levitate - contacts screen

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
“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

Affiliated Insurance Agents

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

vertafore@levitateapp.com | 888-253-7050