Levitate

Levitate

Real Magic
+
+

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About

AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.

About

The next big marketing movement? Less marketing. We combine AI-powered software with dedicated content specialists to help you build real relationships with your network. Drive referrals and repeat business by keeping in touch with clients and prospects. Save time and money with tried-and-tested email templates. Remember key facts and dates about every contact. Never forget a birthday again! Weโ€™ll help you import from just about anywhere. Quickly and easily add key facts and dates you want to remember, then create simple tags to categorize your network. Weโ€™ll remind you to check in with prospects, account round with current customers, or reach out for renewals on a schedule you create. Our AI-powered software will keep you honest. Sayonara, spam folders. Unlike emails sent with mass blast providers, Levitate emails pass through your everyday email server (like Outlook and Gmail) and deliver as personal, one-to-one messages in recipient inboxes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses, brands and companies interested in a customer relationship management solution to improve their services

Audience

Email Marketing platform for marketers or companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$150 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgencySmart
United States
agencysmart.com/software/

Company Information

Real Magic
United States
levitate.ai

Alternatives

Alternatives

AgencyBuzz

AgencyBuzz

Zywave
iNube

iNube

iNube Software Solutions
BrokerEngage

BrokerEngage

Benefitalign
Mass Mailing News

Mass Mailing News

Management-Ware Solutions

Categories

Categories

Integrations

Adwerx
Evergreen
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Zillow
iHOUSEweb
realtor.com

Integrations

Adwerx
Evergreen
Follow Up Boss
Gmail
LoopNet
Microsoft 365
Microsoft Outlook
Redtail CRM
Spacio
Zillow
iHOUSEweb
realtor.com
Claim AgencySmart and update features and information
Claim AgencySmart and update features and information
Claim Levitate and update features and information
Claim Levitate and update features and information