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Levitate

Relationship marketing platform for independent insurance agencies and other relationship-based businesses

Customer Engagement Growth Series C+
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Overview

Levitate is a relationship marketing and CRM platform designed for independent insurance agencies and other relationship-driven small businesses. The platform helps agencies maintain consistent, personalized communication with clients and prospects through email marketing, SMS, social media scheduling, and automated reminders -- delivered via users' own Gmail or Outlook accounts to preserve a personal sender identity.

The platform combines contact management, pre-written content templates, AI-assisted content generation, review solicitation tools, and a dedicated success specialist model in which a human coach works with each customer to build and execute marketing strategies. Levitate's AI assistant, called KIT (Knowledge Intelligence Tool), helps users draft and rewrite content across channels. The platform integrates with major insurance agency management systems including Vertafore QQ Catalyst, AMS360, and HawkSoft, enabling two-way data sync.

Levitate serves more than 8,000 businesses across insurance, financial advisory, real estate, legal, and nonprofit sectors. The company raised USD 16M in March 2026 (Series D) from Harbert Growth Partners, bringing total funding to USD 71M. It was founded by Jesse Lipson, creator of ShareFile (acquired by Citrix), and has been recognized on the Inc. 5000 and named a USA Today Top Workplace in 2025.

Products & Services

Email Marketing Platform

Sends personalized emails at scale via users' own Gmail or Outlook accounts. Includes pre-written templates optimized for insurance and other industries, AI-assisted content generation, and marketing automation workflows.

Key Features

  • Personalized bulk email delivered from agents' own accounts
  • Industry-specific pre-written content library
  • Automated drip campaigns and keep-in-touch workflows

Target Users: Independent insurance agents and agencies

Social Media Scheduling

Industry-specific pre-made social media posts for insurance, financial services, and other relationship-based sectors. Enables consistent brand messaging across platforms.

Key Features

  • Pre-written posts optimized for insurance industry
  • Multi-platform scheduling
  • Content calendar management

Target Users: Insurance agents and small business owners

Contact Management (CRM)

Customer relationship management with contact segmentation, tagging for automated workflows, and keep-in-touch campaign management.

Key Features

  • Contact import and segmentation
  • Workflow tagging and automation triggers
  • Keep-in-touch campaign management

Target Users: Independent insurance agents and agencies

KIT (AI Content Assistant)

AI-powered content creation tool that helps users generate and rewrite professional content for emails, social posts, and other communication channels.

Key Features

  • AI-generated email and social content
  • Content rewriting and optimization
  • Fast content production for non-copywriters

Target Users: Insurance agents, financial advisors, small business owners

Review & Survey Tools

Automates Google review requests and measures client satisfaction through a proprietary Client Happiness Score metric.

Key Features

  • Automated Google review request campaigns
  • Client happiness surveys
  • Satisfaction tracking and reporting

Target Users: Independent agencies seeking reputation management

SMS/Text Messaging

Short message service integration for reaching clients and prospects through mobile channels alongside email campaigns.

Key Features

  • Outbound SMS messaging
  • Campaign coordination with email workflows

Target Users: Insurance agents and small businesses

Handwritten Card Service

Physical handwritten card delivery for high-touch relationship building with key clients.

Key Features

  • Physical card delivery service
  • Personalized messaging for milestone events

Target Users: Agents seeking premium client retention touchpoints

At a Glance

Founded
2017
Headquarters
[Unknown]
Employees
201-500
Funding
Series C+

Category & Focus

Category
Customer Engagement
Subcategories
CRM Email Marketing Marketing Automation Relationship Management
Insurance Verticals
P&C Personal P&C Commercial
Target Customers
Agents/Agencies

Customers

  • 8,000+ businesses served across multiple sectors
  • Primarily independent insurance agencies
  • Also serves financial advisors, real estate professionals, nonprofits, mortgage brokers, attorneys, and healthcare practices

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Last updated: 2026-06-03