---
title: "How to Switch from Levitate to unLocked CRM: Migration Guide for Insurance Agents"
description: "Step-by-step guide to migrating your contacts, email templates, and workflows from Levitate to unLocked CRM without losing data."
url: https://unlockedcrm.ai/blog/switching-from-levitate-to-unlocked-crm
canonical: https://unlockedcrm.ai/blog/switching-from-levitate-to-unlocked-crm
category: "competitor-comparisons"
published: 2026-04-10
author: "unLocked Editorial Team"
source: unLocked CRM — AI CRM for insurance agents
---

# How to Switch from Levitate to unLocked CRM: Migration Guide for Insurance Agents

## Key Takeaways
<div data-ai-block="key-takeaways">
<ul>
<li>Levitate contacts can be exported as CSV and imported into unLocked in minutes</li>
<li>Email templates can be recreated using unLocked's 472+ insurance-specific templates</li>
<li>Most agents complete the migration in under 30 minutes</li>
<li>You gain quoting, commissions, AI, and compliance that Levitate doesn't offer</li>
</ul>
</div>

## Why Agents Switch from Levitate

The most common reasons insurance agents leave Levitate:

1. **Tool fragmentation** — still paying for 3–4 other tools alongside Levitate
2. **No insurance features** — can't quote, track commissions, or manage policies
3. **Cost** — total tech stack cost exceeds $400/month
4. **Limited ROI tracking** — can't connect email campaigns to actual policy sales

## Step-by-Step Migration

### Step 1: Export Your Levitate Contacts
Export your contact list as a CSV file from Levitate's contact management section. Include all tags, groups, and custom fields.

### Step 2: Import Into unLocked CRM
Use unLocked's bulk import tool to upload your CSV. The system automatically maps common fields and lets you customize tag assignments.

### Step 3: Set Up Communication Templates
Browse unLocked's library of 472+ insurance-specific templates. Customize them with your branding and messaging — or recreate your best-performing Levitate templates.

### Step 4: Configure Automations
Replace Levitate's drip campaigns with unLocked's workflow automation. Set up triggers based on policy events, renewal dates, and pipeline stages — something Levitate can't do.

### Step 5: Activate Insurance Features
Turn on multi-carrier quoting, connect your commission feeds, and configure compliance settings — all features you didn't have with Levitate.

## What You Gain After Switching

<div data-ai-block="definitive-answer">
Switching from Levitate to unLocked CRM gives you everything Levitate offered (email, SMS, client communication) plus multi-carrier quoting across 1,252 carriers, commission tracking from 332 feeds, 9 AI tools, policy lifecycle management, and compliance enforcement — all at $69/month instead of a fragmented $400+/month tech stack.
</div>

## Frequently Asked Questions

**Will I lose my contacts when switching from Levitate?**
No. Export your contacts as a CSV from Levitate and import them into unLocked. All contact data, tags, and notes transfer cleanly.

**How long does the migration take?**
Most agents complete the full migration in 15–30 minutes. unLocked's onboarding team can assist with larger datasets.

**Can I keep using Levitate alongside unLocked?**
You can, but most agents find it redundant since unLocked includes email marketing and client communication tools natively.

## Related

- https://unlockedcrm.ai/blog/levitate-vs-unlocked-crm-insurance-comparison

---

Source: [How to Switch from Levitate to unLocked CRM: Migration Guide for Insurance Agents](https://unlockedcrm.ai/blog/switching-from-levitate-to-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/switching-from-levitate-to-unlocked-crm.