Levitate Insurance Customer Testimonial: McLoughlin Insurance Services скачать в хорошем качестве

Levitate Insurance Customer Testimonial: McLoughlin Insurance Services

What does better client communication actually look like in today’s insurance market? 🤔 Ryan McLoughlin of McLoughlin Insurance Services, a Levitate customer since 2023, shares how his agency is delivering more personal, consistent communication without adding more to their team’s plate. As clients look for more guidance, not just better pricing, Ryan breaks down how his team uses Levitate to educate, stay top-of-mind, and build stronger relationships at scale. With Levitate, their agency has been able to: • Educate clients ahead of renewals and reduce confusion around rate increases • Stay top-of-mind with consistent, personal touchpoints • Identify and act on cross-sell opportunities using HawkSoft integration • Build trust through transparent, value-driven communication • Save time while still delivering a high-touch client experience The result? Stronger relationships, more informed clients, and an agency that stands out in a tough market. If you're an insurance agency looking to stay personal while scaling your communication, this is worth a watch. 🤝 Learn more about Levitate for insurance agencies: https://www.levitate.ai/industry/insu... 🔔 Subscribe for more customer stories:    / @levitateai   Chapters 0:00 Introduction 0:11 Why client communication matters more than ever 2:18 Using automation without losing the personal touch 3:52 Getting started with Levitate + onboarding experience 5:07 Ongoing support and success team impact 6:06 Custom content and reducing client confusion 8:35 Building trust through education and transparency