Levitate has made staying in touch with our clients possible! We get so much positive feedback from our clients!

Levitate integrates with our management system, which makes keeping our contact list up-to-date as easy as eating pie! With the correct contact information, we are able to let our clients know about important policy issues, office updates, or insurance coverages that we offer.

My only complaint is that the success specialist seems to change quite often. The longest we've ever had a success specialist was a year.

We do love the content and ease of us. Our only two issues are the approval of compliance and that additional users are quite expensive. This might be an issue for us as we grow.

Automations for our annual review emails are super helpful! We have a large clientele and it helps us ensure we're contacting everyone and no one gets missed.

It would be most helpful if content were approved with our Broker/Dealer. We thought it was pre-approved when we purchased the product. Not the worst, but it does take us some additional time.

While still new, I can only say that we have not engaged as much as I would have hoped.

Contact awareness and surveying , Because of security and insurance regulator issues we need preapproval on almost everything we do and interfacing has proven to be an impediment to being as timely as I would like.

Very little support by way of a reference manual which could help, in my opinion, both for my personal and staff assistavce.

Levitate's intuitive, ease of use cannot be beat. Customer service has been fantastic. They've always been quick to respond with an answer or a solution. The customizable templates are a great feature for when I'm short on time or struggling to come up with content on my own. Their platform makes it very easy to upload and edit contacts. I've used several other email marketing platforms and they each paled in comparison to Levitate's open rate. Also, I really appreciate that Levitate is constantly improving and adding features.

The only con that I've experienced is not being able to create a "fancy" email. I'm also a graphic designer, so I certainly appreciate a visually appealing email. However, my email open rate is great so it must not be a big deal to others.

Awesome experience compared to our last partner that was higher in pricing and more user interaction that wasted time.

Levitate allows for easy management of content and contacts to avoid constant user usage on automated content. Robust list making to allow agents and members to send out communications or marketing material!

N/A. Have not had any issues with Levitate!

Levitate has been fantastic. Easy to use tools and features, but what I like best is the support I get on a regular basis from my product manager and anytime I need help.

The ability to send customizable emails and social media content. When I"m stuck for the right words, the AI integration is fabulous.

I wish the texting feature could notify more than one person and was easier to manage with a team all using 1 number.

From [sensitive content hidden] they have seamelessly made my life easier at work. Their customer service and knowledge about their product and the ability to share it has taken hours of work off of my plate. When I need help with something [sensitive content hidden] gets me connected to him or a knowledge platform to complete what I need done. I could literally sing their praises all day long! I have nothing bad at all to say about this AMAZING PRODUCT!

I love the ease of being able to get help with something our office needs done. Just the ability to use levitate makes our lives so much easier and takes a lot off of my plate to be able to do other tasks that need to be done. [sensitive content hidden] is AMAZING, he's so easy to work with, and beyond helpful! I could talk for hours how much Levitate in the 1-2 months we've been using it has helped out office!!!

I haven't found anything I don't like about it!

Happy. I love that there is support and I don't feel alone in this.

I love that clients are reading and responding to my emails and texts. It has increased engagement and automated many of our reminder tasks.

I get a lot of texts notifications in my email which is great that they are using it, but hard to keep up!

I love how user friendly it is, simple, and connects I get with the relationship manager (Tre). I love how we continue to develop the software to make it work for us.

I wish there were built in data fields for DOB & Tax ID. Especially DOB for age based correspondences like RMD age, Social security, etc.

I will use it until you take it away. I use it for all communication

I like the appointment feature. I like that clients can schedule their own appointment's.

No cons at all, I love the service you provide

We have had an incredibly positive experience in our first year with Levitate.

Automation is so helpful when it comes to keeping in contact with our clients, checking boxes, and helping minimize risk. We value keeping our clients in the loop in regard to office closures, changes in the industry or a specific policy type, and just generally avoiding E&O issues by providing information to our insureds without having to come up with the content ourselves or waiting to be asked by the insured (which is usually too late).

I do not have any complaints at this time.

Staying in touch with our customers has been amazing - sharing genuine concern and providing information at my pace and specific to my customer base.

it is amazing how the simpliest forward-facing email can make an impact. I love that my emails don't look generic or canned or gimicky. The pre-set campaigns are a great jumping-off spot for me, the fact that I can edit existing campaigns is super easy, and let's me add my personal touch. I know it may sound silly, but I love (and my customers even more) the birthday emails - I have tried other programs and don't remember ever getting a response in return until Levitate. With Covid-19 it was really evident how a 2 line email letting folks know we were thinking of them on their birthday meant so much -

I honestly can't think of anything that I would change - They are always improving the platform and adding features

Great overall experience. Responsive and supportive customer support team. Open to customer feedback in designing new modules.

We have had such a great experience working with Levitate as our CRM. For a small company, Levitate is a intuitive and collaborative system that allows us to organize our contacts and diversify our outreach strategy.

As a small real estate company, our client interactions are very individualized (no cold calling, different transaction timelines, etc.) - so we weren't able to add many integrations or automations to our internal workflows.

Love Love Love them! They are so helpful. They do not make me feel like an idiot because I needed help getting started in their system. I have had so many customers tell me how much they appreciate me reaching out to them regularly thru emails with great and educational content.

I love that my emails look like I sent each one personally and that it's not a "blast" email. My customers have told me how special they feel that I thought enough to send them the emails. The content to choose from is amazing. I have been able to find many campaigns to fit my insurance office. They are super easy to edit if needed to "make them my own."

My least favorite is that as I get new customers into my office, I have to remember to add them into Levitate ... Or I can call Levitate and they will pull the reports from my computer for me and fix it. So ... I can't actually say I have a negative comment about Levitate because they help me even when I forgot to add them.

I have enjoyed the ease of use and relevant content that Levitate provides. I use Levitate every day, and I look forward to seeing new content appear weekly.

Levitate's selection of relevant content is wonderful for emails, blog posts, and social media content. Dozens of posts are readily available to post to your company's LinkedIn directly from Levitate. I also really love Levitate's ability to send bulk emails.

I wish that Levitate would implement a social media analytics platform within the software so that I could see how my social media posts from Levitate are performing on LinkedIn.

Exceptional! We have had such good feedback from our insureds!

How easy it is to use, the help from the company including follow-ups, the responses from our clients and prospects, making our clients feel appreciated on their birthday.

Sometimes tags remove themselves from policies or a download from our main system comes back with additional information not needed.

Customer service is out of this world. [SENSITIVE CONTENT] is outstanding with his knowledge and help to make sure this is working for our business. He cares and easy to get ahold and work over Zoom, call or email.

Easy to use, many options that are around our field, every client gets all my emails without going to spam, open rates are 50% or higher

Love everything!! There is nothing that I have not liked at all!

Schedules Birthdays, Holidays or special occasions on the days we have selected. knowing the client is taken care.

Easy to use. Can schedule emails in a few seconds and know that you can send them out on certain dates. Very convenient.

Getting notifications everyday, but have since changed in our settings.

It's a great product that continues to improve and their team is willing to work with you to customize your experience, take feedback, etc.

There are three things I like most about Levitate: 1) Not a traditional email blast. The emails actually get sent from your own account so open and response rates are much better. 2) Automations available. Expand your horizons and save time with a number of possible automations. 3) Content creation. They produce a lot of good content so I don't have to. It's easy to modify their templates to customize for your needs as well.

Honestly, I can't think of a con at the moment.

Our overall experience has been great. This was affordable for our small company and is easy to use and maintain. I have recommended several people at other companies.

Levitate makes customer contact easy! Easy to create, schedule and manage. Templates for holidays and special events make it easy to deliver messages on those important dates.

We had no issues. Very easy to integrate and learn how to use.

Excellent - the product has helped us keep in contact with our client base, the email content is informative and fun, which our clients like.

Easy to use, able to reach a large client base at one time, helps keep communication fresh, lots of positive feedback from clients

Data loading into Levitate from our client management system sometimes isn't correct - I've been hesitant to use automation because of this. I still like to check client information prior to sending emails.

It allows our agency to make constant contact with our clients, giving them important information about insurance and our agency.

The features are very easy to implement. Our consultant calls every quarter and we decide on what emails to send out and when to send them. It's totally up to the client to make these decisions, but excellent guidance is given by our consultant.

I really don't have anything that I don't like about the process and the software. We've never had any problems in the years we've been using Levitate.

Ease of usage and works just as promised

Need to build in CRM more and it will be perfect

We can quickly reach out to segments of our clients that may be interested in new products or important changes in their policies.

Finally, I feel like we are keeping in regular contact with our valued clients.

When we get busy it is easy for the agency to drop the ball on regular communications. The reminders are helpful, but perhaps one designated admin at our office would be more effective.

Levitate is a great platform for email communication with clients. The level of support from my specialist is outstanding: The arduous tasks of the mechanical functions of setting up and implementing emails is largely refined by my Levitate specialist. Saves me time and frustration.

solves a problem for client communication

sometimes have difficulty when performing tasks on my own