Levitate review

Writes the client touches between renewals, into AMS360, HawkSoft, Vertafore and Xanatek. No published price.

Verdict

The touch layer, with a real join into the agency management system and a thin claim on the model. Levitate drafts email, texts and social posts that read as though a person wrote them, sends handwritten style cards, and chases reviews, with a named success specialist attached to the account. It names AMS360, HawkSoft, Vertafore and Xanatek among its integration partners, alongside Salesforce, QuickBooks, Zapier and the Google Business Profile, so the client list it writes to is the book rather than a separate spreadsheet. The AI here is an assistant that writes a first draft or rewrites an existing one, which is the least insurance specific model on this page and the easiest to replace with a general tool. It earns its place because retention is the cheapest growth an agency has, and nothing else in this ten touches it.

What customers praise

The integration list is aimed squarely at the independent agency rather than at a brokerage: AMS360, HawkSoft, Xanatek and NASA Eclipse are systems the small end of this market actually runs. Pairing the software with a named success specialist who builds the plan is the right shape for an agency with nobody in a marketing seat, and it is the reason this product survives in agencies where a pure tool would be abandoned. The content library is written per industry rather than generically, so the insurance version is not the dental version with a word swapped.

What customers criticise

No published price at all: the plans page names Essential, Preferred and Prestige and every button says book a demo or talk to sales. The only figure a reader can find on the site is a customer saying a part time employee cost them more than $20,000, which is a testimonial and not a price. The AI is a writing assistant, so an agency already paying for a general model is buying the integrations and the success specialist rather than the intelligence. And relationship marketing is the easiest category here to buy and never use, because unlike a renewal or a certificate, nobody chases you when it stops.

Best for

The agency whose clients hear from it twice a year, at renewal and at invoice, and which loses accounts to a rival that simply stayed in touch

At a glance

• Integrations: AMS360, HawkSoft, Vertafore, Xanatek, NASA Eclipse, Salesforce, QuickBooks, Google Business Profile, Zapier
• Regions served: US
• Typical onboarding: 21 days

Red flags

Public risk signals as of September 2026: low. Live product with plan names and a named integration partner list read on levitate.ai on 17 September 2026. Low flag for no published pricing on a page that names three tiers, and for an AI claim limited to drafting and rewriting content. See the full red-flag report.

Alternatives

See alternatives to Levitate, or compare against the next-ranked entry: Levitate vs Vertafore Velocity AI.

Source: Top 11 Canopy Connect vs AgencyZoom vs Quandri: 11 Best AI Tools for Insurance Agents 2026, verified September 17, 2026 — no paid placement.