Big-Firm Benefits. Small-Firm Support.
Your Trusted Neighbor in Insurance Since 1965
A Tradition of Trust
Welcome to Pottsfield Insurance Agency, right here in Westerly, RI since 1965. We're a family-owned business, and we believe in treating every client with the same care and consideration as we would our own. For three generations, we've been here, offering friendly, understanding service that makes insurance feel a lot less complicated. We're your neighbors, and we're here to help, just like we've been doing for years.
Levitate has definitely changed the way I am able to communicate with my clients. From the texting feature to the virtual birthday cards, it makes every interaction personal. I am so happy that I can spend my down time scheduling emails and social media post instead of trying to remember them through out a busy work week. The meeting scheduling link is so easy to use. It gives me more time to dedicate to my clients without being on the phone just make appointments. I strongly recommend this to anyone!
I have found Levitate a very intuitive site for arranging communication with 1 or many. The integration with my CRM provides documentation automatically with a open rate that exceeds the average for emails received. I found my interaction with my consultant Tiara K. to help me smooth out the rough spots in the communication I had authored and available to help with other aspects of Levitate. If you want something that is timely, interesting and relevant for staying in touch with others....talk to Levitate.
We can't say enough great things about Levitate. The program integrates beautifully and is super easy to navigate. It's not "cookie cutter," which is always a big hurdle in marketing. It's custom and fun and the support is AMAZING. Tyler Kephart is our go-to and he's always super fast to respond with a solution. Every. time. And I mean every time. If you're on the fence, rest assured, it's worth it!
Our insurance agency has used Levitate to reach out to clients at renewals, after large storms in our area and pending policy level changes. I have had a lot of positive feedback from clients. I love the fact that the Levitate email is personalized and does not look like a regular "mass email".
Our company has been using Levitate for over a year now and we couldn't be happier. They are constantly adding new content and ease-of-use features. Louis, my rep, is always patient (even when I'm being completely tech illiterate) and has wonderful suggestions on how to take full advantage of what they offer. Our client engagement has definitely increased since using them.
This has been a game changer for our personal small-town insurance office. With minimal time I am able to reach out to all members to pass down important time sensitive information, let them know what's coming up, or just send a personal Happy Birthday Greeting. It has really ramped up our professional image. The staff is so great to work with as well! Highly Recommend
Tyler and the members at Levitate have been able to take our client communication to a level that we had always hoped for. With campaigns and customizable emails, we have seen great engagement from our clients. A recent Levitate campaign allowed us to close business on SIX clients with another ten in the pipeline. A helpful staff and continuous innovation makes Levitate a perfect fit for our agency and our goals!
Levitate is great at keeping in touch with clients, new and old. We have received such an amazing response from messages and Happy Birthday's sent out. Our account rep, Tyler, has been a pleasure to work with and has had more than enough patience with me as we got up and running. I would recommend Levitate in a heartbeat. Thanks so much!
Oakwood Insurance Solutions started with Levitate over 6 months ago and we couldn't be happier. Tyler walked us through the program and continues to help us with any inquiries/issues that we have. Response time is less than 24 hours and the program has really helped us to improve our communication with our clients. Would highly recommend the program!
Levitate has been a valuable asset to our small independent agency. We've seen a huge boost in responses from our customers through our consistent communication and it provides ways for us to give that extra personal touch in an automated fashion that is easy. From fun GIF emails to custom content, Levitate works! And Louis, our personal coach, is top-notch!
I can't say enough great things about Levitate and, in particular, our success specialist, Tiara. Levitate has taken the often-daunting task of email campaigns and made the process a simple and effective way to reach out to our clients. Tiara has been integral in our progress - holding our hand the whole way and we see the rewards on a daily basis. She is always there to answer any questions we may have, offer suggestions and solutions. Whatever they pay her, it's not enough! Thanks Levitate and Tiara!
I want to shout from the rooftops how amazing Levitate is! We are a wealth management firm utilizing Levitate. We use Redtail as our CRM and their partnership is amazing. Levitate has made us so much more efficient, and we've only been using it for a little over a month. We are taking our time to integrate all of the features so that we do it correctly, and our support person Tiara has been wonderful through the process so far. I know that we have just hit the tip of the iceberg as far as how much Levitate is going to do for our firm. I don't see any reason why we would ever not have Levitate going forward, to be honest! And I'm excited to see the continued positive effect Levitate will have on our Firm.
Just got over a zoom call with Andrea Cooper from Levitate. This was one of the best presentations I have experience in a very long time! Andrea listened to my concerns and applied them to her product professionally with a touch of friendliness to boot! This product has a wow factor for sure!
I answered a call from Levitate and usually do not ask for any more information. However, something was intriguing about Levitate so I had an appointment to go over all the benefits available. I signed up during the appointment and have been pleased with this application. I have used it to text clients and stay in touch with them. Tyler has been in touch with me several times and is very knowledgeable and very helpful. I highly recommend them for any business.
I've had a really great experience with Levitate. Tyler Kephart has been a fantastic customer success specialist. We decided to use Levitate for a year and loved it so much we're continuing our business with them. The system is very user friendly and holds great content that gets great responses. We are glad to have found this platform!
If you are in need of your agency to grow, I highly suggest you contact Levitate! They provide excellent service in reaching out to clients with a personal touch utilizing emails, texts, and letters and more, whenever you can't find the time to do so yourself. Their service is also extremely helpful with online presence too. Levitate is a very professional service and can assist you with multiple needs for growing and retaining your business.
TL;DR- incredibly helpful customer service team My nonprofit has been working with Nick Badami over the last few months in trying to evaluate how we could best use Levitate software. While we ultimately needed to hold off on launching to prioritize other goals, it has to be said how incredibly helpful Nick was and how compassionate and thorough he was in making sure that we understand everything we needed to and were able to make the best decision for our organization. I'm genuinely thrilled to loop back to the company when our organization can and encourage others to schedule time to hear about how their services can support your mission.
Levitate is beyond what you expect. You think you have purchased the best financial/insurance CRM, but then you CONTINUE to discover more helpful tricks and tips that makes your purchase even more valuable! The training assistance is perfect for old school guys like me as well. They also answer the damn phone. Love it!
Our agency partnered with Levitate nine months ago and they have exceeded all expectations. Working with our rep, Kelly Martyn has been a great experience! She is very knowledgeable and always eager to assist us with any new marketing strategies. We have seen some significant growth. Our clients are more engaged thanks to Levitate!
Tyler's efforts to help our law firm maximize what Levitate can do have been exceedingly exemplary. He has been patient, informative and full of great marketing ideas. In short, but for him, I would probably still be monkeying around with MailChimp!!!!!! I do not know what you pay him, but I am confident that it is not enough!!!!!!!! Richard E. Worsham, Attorney at Law
Leviate has helped our business reach a new level of engagement. Our previous platform was not fitting into our workflows and was creating more work than necessary. Once we started working with Levitate, and specifically Tyler Kephart, we started to see more engagement from our clients and prospects than we had in years. Tyler has been instrumental in helping us achieve our engagement goals and getting us familiar with the platform. If you are a business with goals of reaching new heights, Tyler and the Levitate Team will help you get there.
Every financial adviser needs to utilize Levitate. We have strengthened existing client relationships, received more referrals and generated interest in programs that help the clients we serve. Our communication with clients and prospective clients has been enhanced as a result of using Levitate. I highly recommend Levitate.
I love Levitate! It makes emailing my clients so much easier and my response rates are through the roof. I also use them for my social media to do posts as well and it makes it so easy using all of their templates. Tyler is my account manager and he is super helpful and very responsive. I highly recommend!
I've been working with Levitate and my tech guru Tyler Kephart for a couple of years. Excellent across the board. Professionals with a personal touch! I'm on the other side of the technological divide and Tyler makes everything easy. Business-wise, despite my failure to use Levitate as I should, my return on investment exceeds 2 to 1.
Levitate is hands down the best marketing tool I have used since opening my own law firm in 2013. Two things sets Levitate apart. First is the assigned client rep who conducts regular Zoom meetings to help set the marketing agenda by quarter and the feedback tools that show the responses, bounces, etc. Second is Levitate's content. Levitate provides both pre-made and custom marketing email pieces you can edit as needed. I initially had my doubts the content team could deliver legal content without substantial editing from me but that has not proven to be the case. The content is so relevant and distribution so good my recipients think I sent the email just to them. That is remarkable with daily slams to everyone's Inbox.
I have been working with Tyler Kephart as a new client of Levitate. Not only has Levitate been an amazing, easy to use, efficient and effective system but Tyler has been so wonderful to work with. He is friendly, personable, responsive and happy to answer any questions I may have or explain anything I need.
I met with Nick Badami to see what Levitate can do for our Habitat for Humanity organization and he is "top notch". He is patient and explains everything so thoroughly. He knows his job and made sure all my questions were taken care of. I've been in Human Resources with the government for 45 years so I've been around and recognize a good employee! He is one of he best I've worked with - thank you kindly for spending extra time with me and hopefully we'll be your next customer. Keep doing what you are doing Nick!
I work with Kelly Martyn and she's great! The Levitate CRM has really helped me with staying in front of my customers as well as generating new opportunities for my agency. Kelly has done an excellent job keeping in touch to make sure that we are maximizing our use of Levitate and she's always there to answer our questions.
The meeting booking feature on our outgoing emails has revolutionized our hectic fourth quarter as a health insurance agency. The ability for our clients to book their choice of type of appointment and locations has freed so much time. I would not exaggerate when I say that we have saved HOURS of back & forth emails and voicemails. HOURS!! We thank you, Levitate. It's amazing what happens when companies actually listen to what we need.
Levitate has been so amazing. This company has built a wonderful platform for me to keep in contact with former clients as well as to market potential future clients. Levitate is very user-friendly and has made marketing for my boutique law firm streamlined and efficient. Thank you, Levitate!
Our agency uses Levitate to communicate with our customers and prospects. The system is easy to use and integrates with our management system well. The content is professionally written and easy to understand. Best of all, we get Tyler K! He's a champ! Always willing to help us utilize the Levitate platform to improve our customer experience. Thank you Tyler & Levitate for being part of our success.
We are just finishing our first year with Levitate and it has been a great addition to our agency. The dedicated team member to help keep you on track is very helpful if you need a little bit more assistance. Keeping in touch with our customers has become so much easier and generated more business for us as well. Would recommend Levitate to others most definitely.
Levitate has a great product that supports our business with a minimal time commitment from us. As a small business, we appreciate the great product, not to mention the truly prompt responsiveness of its team and our rep, Tyler. We have received tremendous feedback from our clients as a result of the auto-generated e-mails. Thanks.
Levitate, with the guidance of my success specialist, Tyler Kephart, has been the easiest way that I have found to reestablish contact with former clients and colleagues. The campaigns I have created, some at Tyler suggestion and others with Tyler's assistance, have generated dozens of leads and rekindled friendships. It actually is quite fun and surprisingly effective!
I am a new convert to Levitate and I love what this app provides. We were paying a similar fee for just texting. Levitate provides our firm with so much more. I have our social media planned and scheduled all the way through the 3rd quarter AND I have emails scheduled too so we are always top of mind with our clients. We have been able to do so much with Levitate and it has helped us grow our business!
This is an amazing platform that I use on a daily basis. The team at Levitate are continuously updating features and services that ad value. Truly an amazing way to engage with clients and keep that personal connection with the wonderful personalized communication provided. The team at Levitate is amazing and are always there to help in any way possible. To everyone at Levitate, thank you but most of all to Sofia, you are the best!
Our Customer Success Specialist, Alec C., was beyond helpful every step of the way in tailoring the software to our company's needs. From Ai Content, to Automations, and even increasing our Google Reviews from Past and Current Clients, he really helped take our business to the next level. Thanks!
what an unbelievable company every single person i spoke to was kind easy going and so so helpful with literal kindness in their voices i cant get over that I've been with levitate for some time now and they keep on exceeding all my expectations wow wow wow ty levitate for being so awesome and having the greatest employees
I have been with Levitate for a few years now. I am actually switching gears toward a more mediation forward practice, and they have been very helpful in helping me bring that vision to fruition. Further, the customer service, specifically from Rebekah and Kyle has been amazing! They always kindly answer my questions and often more efficiently than I even expect them to respond. Further, the program was very natural to learn. Customer support at this company goes above and beyond!
I was looking for a solution that understood my products and how to reach my specific customers to make more sales...I tried GoHighLevel and AgencyBloc, both VERY difficult to navigate and created far more work than it was worth. Dave, Nick, and Sydney have made onboarding with Levitate SO simple and I have already seen a return on the marketing in under a month. I love how easy they are to reach (US based) and really do care and follow up to ensure the systems are working. The platform is EASY to use for someone like me who is busy and doesn't have time to learn something from the ground up. I would highly recommend Levitate to other insurance agencies. One critique...I hate paying yearly, but maybe they will reconsider that policy when I am up for renewal. Appreciate you all!
Nick is great asset to the levitate team. Our organization was a bit undecided about where we wanted to take things. Nick patiently explained our options. He listened to we were coming from and showed empathy toward our current situation. He was super kind even was I was late for a zoom meet. I would recommend working with him if you are exploring your options with levitate. He knows the options and will work through whatever you may need. Thank you again Nick!
We’ve had an outstanding experience working with Levitate! From day one, the onboarding process was quick, seamless, and incredibly easy thanks to Alec Campbell. He made everything feel simple and organized, which set the tone for a great partnership right from the start. One thing that really stands out is their responsiveness. Anytime I’ve had a question or needed support, I’ve received a reply within a few hours — often almost immediately. That level of service is hard to find and makes a big difference. I also really appreciate our quarterly meetings. They’re proactive about making sure everything is running smoothly and keeping us up to date on new features or improvements that could benefit us. It feels like they truly care about helping us get the most out of their system. Overall, it’s been a fantastic experience. I highly recommend Levitate to anyone looking for a company that delivers great service and truly supports their clients.
Testimonials
What Our Clients Say
60 Years in Rhode Island
Our team is more than just a group of experts; we're locals who grew up here. We bring years of experience, deep knowledge of the insurance industry, and a friendly face you'll recognize around town. Together, we're committed to offering personalized, straightforward advice and making sure you always feel supported and understood.
Our Services
Home Insurance
Ensure your home is safe and sound, under our care.
Auto Insurance
Drive with peace of mind, knowing you're well-covered.

Business Insurance
Keep your business ventures secure and thriving.
And More
Whatever your insurance needs, from the everyday to the extraordinary, we've got you covered in one convenient stop.
Beyond Business – A story of Family, Community, and Trust.
Our journey continues and we'd love for you to join us. Whether you need advice, want a custom solution, or just wish to chat, reach out today to talk to an expert.
Real People, Real Reviews
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