
I love the texting feature! It allows my clients to ask me quick questions or tell me if they are running late for a meeting. I also really enjoy the campaign feature. It's nice to be able to send all of my clients a standard email if I'm hosting an event or have useful information from the carriers. Review collected by and hosted on G2.com.
I wish it allowed me to sort by carrier name and plan when I'm sending campaigns. Also, not every prospect transfers over and it's hard for texting. Review collected by and hosted on G2.com.
Thanks so much, Marlee! We’re glad Levitate’s helping you stay connected through texting and campaigns—it’s awesome to hear. Also, great news: you can sort by carrier name and plan using tags and advanced filters! If you need help getting that set up, your Success Specialist would be happy to walk you through it. Appreciate you sharing your experience!