Partners Levitate

API Partner
Marketing automation Client Happiness Social Media Review Generation Surveys

Contact info

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Your agency focuses on relationships. So should your marketing.

What makes us unique?

Levitate stands out because we allow users to send personalized emails and texts at scale. We accomplish this through email software that bypasses the junk folder; dedicated marketing support that ensures our clients thrive; and award-winning email content that creates conversations and facilitates more business.

Features and Workflow

Streamline day-to-day operations with Levitate and reduce the amount of single-service platforms you pay for. Our one-stop-shop features everything you need to authentically keep-in-touch with your network and grow your business.

  • Email - Our platform uses your everyday email server, so your message skips the promotions folder and looks like a truly personal email.
  • Texting - Manage all your texting communications in one place, with an area code of your choice.
  • Social Media - Post ready-made or custom content to LinkedIn, Instagram, and Facebook with the click of a button.
  • Award-Winning Content Library - Featuring unique email and social media content for the insurance industry on a variety of seasonal, educational, and news-worthy topics.
  • Content Calendar - Schedule content months in advance with our easy-to-use calendar.
  • Automations - Automate anything from policy renewal reminders to happy birthday wishes.
  • Surveys - Find out what your Client Happiness Score™ is and prompt your most satisfied customers to post their review to Google.
  • Meeting Booking - Use our meeting booking feature to convert digital communications into face-to-face interactions.
  • Success Specialist - Your dedicated specialist will onboard your team, develop your strategy, and serve as an ongoing marketing resource.

Resources

Guest Blogs

Webinar Recordings

News

Data Ownership Policy

HawkSoft was provided the following statement by Levitate:

We do not sell, trade, or otherwise transfer your Personal Information, or data that you provide Levitate (including but not limited to notes, contacts, company names, and action items) to outside parties, except we may disclose such information to third parties under the following circumstances:
  • In order to investigate, prevent, or take action regarding illegal activities, suspected fraud, or pursuant to applicable law, judicial or other government subpoenas, warrants, or orders;
  • If it is necessary to protect the safety of Company employees, agents, customers or any person;
  • In connection with a merger, sale, or acquisition of the Company, or the Company files for bankruptcy; and
  • To our service providers, business partners, suppliers, sub-contractors, or agents who perform services for us, as well as our professional advisers (including our lawyers, bankers, auditors and insurers), and analytics and search engine providers that assist us in the improvement and optimization of the Services.

HawkSoft has reviewed the resource(s) provided above by Levitate. HawkSoft finds that Levitate supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Levitate to make your own informed decisions for your business.