InsuranceAgencyTools

Levitate for Insurance review: pricing, automations and AMS connections for agents

By the IAT editorial team | Updated October 4, 2026

Levitate sends insurance emails and texts from each producer's own mailbox, so they read like personal notes. Renewal and birthday automations run from policy data pulled from your AMS.

It fits an agency that wants ready content and a specialist to plan it with. Every plan is quoted.

Best for
Agencies that want personal-feeling emails sent from each producer's own mailbox
Price
Quote only
Priced by
User seats, with five users included. Each extra sending address needs a seat
Free plan or trial
No free plan. Starts with a custom demo
Agency system sync
HawkSoft, AMS360, QQCatalyst, Applied Epic and EZLynx
Renewal emails
Yes, from renewal dates in your AMS or a spreadsheet
Insurance content
Yes, a shared library written by Levitate's own writers
Texting
Included on every plan

Our take

Sending through your own mailbox is Levitate's main draw, since clients see a note from their producer instead of a newsletter. The cost is a daily cap per user, so large lists queue over several days.

The insurance library and specialist cut the writing work. HawkSoft, AMS360 and QQCatalyst agencies also get activity written back.

Read the consent section before launch, since renewal automations still reach clients who unsubscribed.

Pros

  • Emails go out from each producer's own mailbox
  • Insurance templates, including Medicare education
  • Activity logged back to HawkSoft, AMS360 and QQCatalyst
  • Texting on every plan, with registration paid
  • A dedicated specialist plans content with you

Cons

  • No published prices
  • Daily send caps of 200 to 350 per user
  • Renewal automations, meeting reminders and one-to-one email still reach unsubscribed clients
  • Epic and EZLynx links are read-only
  • Campaign reports are gone after you cancel

Plans and pricing

Screenshot of Levitate for Insurance's pricing page at levitate.ai
Levitate for Insurance's pricing page at levitate.ai, as it looked on October 8, 2026.

All three plans are quoted, and five users come with each. The order you sign sets the first term, and renewals repeat it.

PlanPriceWhat it adds
EssentialEmail, texts and socialQuote onlyEmail, texting, social posts, an AI assistant, review requests, meeting booking, reports and a success specialist
PreferredAgencies with other systemsQuote onlyAPI connections, custom surveys, AI blog posts, an insurance blog library and single sign-on
PrestigeHands-off contentQuote onlyA fully custom content calendar written for you

Good to know before you buy

  • Every plan includes four fully custom email templates a year.
  • Setup help beyond the basics is sold on a separate order.
  • Renewal price increases are capped at 5%, with 15 days' notice.
  • Levitate pays the carrier registration cost for texting.

AMS and CRM connections

Three AMS links send activity back to the client record. HawkSoft, AMS360 and QQCatalyst get emails, texts, calls and cards logged. Applied Epic and EZLynx are read-only.

Connects toHowWhat comes inHow often
HawkSoftAPIContacts, policies, carriers, producer and CSR, birthdays and renewals. Notes go backAbout once a day
AMS360APIContacts, policies, carriers, producer and CSR, birthdays and renewals. Activities go backNear real time, plus a weekly full sync
QQCatalystAPIContacts, active policy dates, producer and CSR and birthdays. Tasks and notes go backTwice a day
Applied EpicDaily report importContacts, policies, producer and CSR, birthdays and renewalsDaily
EZLynxDaily report importPrimary contacts, policies, birthdays and renewalsDaily

EZLynx premiums and fuller producer mapping need the paid EZLynx Reporting 5.0 Pro add-on. Applied Epic and QQCatalyst skip secondary insureds.

Contacts and policy data

Policy data it holds
Policy number, line, carrier, premium, effective and renewal dates, producer, CSR and commission
Where dates come from
Your AMS link, a spreadsheet import or manual entry
Renewal dates
They don't roll forward on their own, so they stay current only through your AMS or manual updates
Segments
Tags, line, carrier, renewal date range, premium range and policy owner
Duplicates
Matched by email, with an extra ID to tell records apart

Automations

Renewal emails
Steps timed from the stored renewal date. The dashboard flags renewals two months ahead
Birthdays
A dashboard of the next 45 days. Emails wait for approval until you turn on auto-send
Other triggers
New policies, new clients from HawkSoft, tags, new leads and clients turning 65 or 72
Steps
Email, text, newsletter, handwritten card, a task or a tag change
What stops a sequence
A reply, a tag change, a manual stop or, if turned on, every triggering policy being canceled
Sending hours
Business hours by default and no holiday sends

Content and templates

Insurance content

  • Cross-sell, such as home clients without auto
  • Storm season policy reviews
  • Medicare Advantage versus Medigap education
  • Referral requests, birthdays and renewal reminders

Who reviews it

Levitate says its insurance templates are checked by a CPA, a financial services professional and a Medicare compliance specialist. You still approve each campaign before it goes out.

Editing
Every template can be edited
Approval
Your specialist proposes campaigns, and you edit, approve or reject them
Custom templates
Four fully custom ones a year on every plan
AI writing
An AI assistant on every plan

Sending and deliverability

Sends from
Each user's own mailbox, so replies land there
Mailboxes supported
Microsoft 365, Google Workspace, Exchange, IMAP and personal Outlook
Daily limits
350 emails per user on work mailboxes, 250 on IMAP and 200 on personal Outlook. Larger campaigns queue over several days
Newsletters
HTML newsletters go from a Levitate domain, up to 5,000 a day, with replies to your mailbox
Domain setup
Your IT team sets SPF, DKIM and DMARC on your mail domain, records that prove the email is yours. Levitate guides them
Bad addresses
The first group email flags bounces and removes them

Texting

Available on
Every plan
Daily cap
1,000 texts per account, raisable to 2,000
Numbers
Extra numbers at no extra fee
Carrier registration
US carriers require each business to register its texting numbers. Levitate files it and pays the cost
Consent and opt-outs
A separate texting checkbox or written consent. STOP blocks texts and START turns them back on

Texas has its own texting registration with the Secretary of State, which your agency files.

Reporting

What it tracks

  • Sent, viewed and bounced
  • Replies and clicks
  • Unsubscribes with dates
  • A CSV for each campaign

There's no single export across all campaigns. Privacy tools and security scans can trigger opens, so treat them as rough.

Getting started

  1. Book a demo

    Levitate tailors the demo and the quote to your agency.

  2. Connect your AMS

    Or import a CSV or Excel file of clients and policies.

  3. Map ownership

    Assign each client to a producer and CSR.

  4. Connect mailboxes

    Each sending user links a mailbox.

  5. Approve first campaigns

    Your specialist proposes content and you sign off.

A dedicated success specialist trains your staff and meets with you each quarter.

Contract and your data

Term
Set by your order
Renewal
Renews automatically for the same length
Canceling
Written notice to support 10 business days before renewal
Leaving early
Fees for the rest of the term are still due
Refunds
None, except where the law requires one
Your list
You own it. Export contacts with tags, custom fields and ownership
After you cancel
Campaign reports can't be reached, so download them first. Personal data is deleted within 30 days

From Levitate's terms, checked October 2026. Disputes go to arbitration in Raleigh, North Carolina.

Levitate for Insurance alternatives

See every option in email marketing software for insurance agents.

Frequently asked questions

How much does Levitate cost?

Levitate quotes every plan, so the cost for 1,000 or 5,000 clients isn't public. Five users are included, and each extra sending address needs a seat.

Which AMS does Levitate connect to?

HawkSoft, AMS360 and QQCatalyst by API, plus Applied Epic and EZLynx through daily reports.

Why does Levitate send from my own mailbox?

So emails look like personal notes and replies come straight to the producer. Newsletters go from a Levitate domain instead.

Does Levitate have Medicare content?

Yes. Its library includes a Medicare Advantage versus Medigap education email.

How do I cancel Levitate?

Email support 10 business days before renewal. Fees for the rest of the term stay due.

How we researched this review. We based this review on the terms and product pages published by Levitate for Insurance, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.

Corrections

Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Levitate for Insurance quit selling or a contract term that reads different now, let us know and send the link to the page where Levitate for Insurance has it. Somebody here pulls up that page and checks it before we change anything on ours.

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