roomvu vs Levitate: Getting Seen, or Staying in Touch

Levitate keeps you close to the clients who already know you, with personal email, texts, and cards from your own inbox. roomvu gets you seen by the people who do not know you yet, with original branded video.

roomvu and Levitate both promise done-for-you marketing, so they land on the same shortlist for insurance and financial producers. They solve two different problems. Levitate is a relationship-marketing platform: it helps you stay in touch with people who already know you, mostly through personal-feeling email, texts, handwritten-style cards, and renewal reminders sent from your own inbox. roomvu is a done-for-you content engine: it turns your local market into original branded video and posts it automatically across your social channels, so people who do not know you yet start seeing you. If your real problem is retention and referrals from your existing book, that points to Levitate. If your real problem is that not enough new people in your market know your name, that is the job roomvu is built for.

Which problem is actually yours?

Before comparing features, answer the question that decides everything. These tools fix different problems, and you probably feel one of them more than the other right now.

Levitate’s problem
People who already know you drift away.

Renewals slip, clients forget you until something goes wrong, and referrals dry up. This is a retention and relationship problem, and it is Levitate’s home turf.

roomvu’s problem
Not enough people know you at all.

You have the rates and the service, but strangers in your market never see you, so you run on referrals and luck. This is a visibility problem, and it is what roomvu is built to fix.

What each one actually does

roomvu: the done-for-you branded video engine

You set roomvu up once, and it turns your market into original branded video, including AI avatar and voice-cloned video, then posts it automatically across your social networks. The content goes out whether you log in or not. Three things make it different: zero-effort consistency, a large content-intelligence network that learns what performs, and hyperlocal, market-aware content built around your area, available in 30+ languages. Its core is broadcast presence: showing up, on video, in front of your market every week, without you filming or scheduling anything.

Levitate: the relationship-marketing platform

Levitate describes itself as relationship marketing as authentic as you are, built around a “Happiness Platform” of communication tools, dedicated success specialists, and AI. For producers, that means personal-feeling emails sent from your own Outlook or Gmail inbox, texts, handwritten-style cards, renewal and birthday reminders, review generation, social and blog content recommendations, and an AI assistant to draft outreach. It offers insurance content templates, including Medicare and property-and-casualty topics, gives every producer a dedicated success specialist, and integrates with agency management and CRM systems including HawkSoft, Vertafore, Wealthbox, and Salesforce. Its core is one-to-one outreach from your own inbox.

Feature by feature

A fair comparison shows real wins on both sides. roomvu owns getting seen: original video and broadcast reach to people who do not know you yet. Levitate owns staying in touch: personal one-to-one outreach, cards, and renewal reminders to the people who do. They overlap only at social content.

Capability | roomvu | Levitate
Getting seen: broadcast video (roomvu’s job)
Original branded video (AI avatar, voice) | ✓ | ✗not a video engine
Reach to people who don’t know you yet | ✓ | ✗nurtures existing contacts
Fully done-for-you auto-posting | ✓7 networks, whether you log in or not | scheduling + recommendations
Hyperlocal, market-aware content | ✓ | content templates
Staying in touch: relationship nurture (Levitate’s job)
Personal one-to-one email from your own inbox | ✗ | ✓
Handwritten-style cards | ✗ | ✓
Renewal / birthday reminders | ✗ | ✓
Dedicated success specialist | support, ad expert on higher plans | ✓
Insurance AMS / CRM integrations | CRM integrations, not insurance AMS | ✓HawkSoft, Vertafore, Wealthbox
Shared ground and access
Social + blog content | ✓ | ✓
AI content assistant | ✓video | ✓outreach drafts
Text messaging | SMS follow-ups | ✓one-to-one texts
Self-serve, month-to-month signup | ✓ | ✗quote / demo-based

✓ Full capability Partial / lighter ✗ Not offered

They overlap only where both touch social content. Everywhere else they point in opposite directions: Levitate deepens the relationships you already have, and roomvu builds awareness with people you have not met.

Where Levitate is the stronger choice

To be fair about it, Levitate is the better pick in several real situations:

Levitate fits when

You have a book of business and your problem is keeping it. Renewal reminders, birthday touches, and personal check-ins from your own inbox are its home turf.

Referrals are your main growth engine, so one-to-one nurture of existing clients and centers of influence matters more than broadcast reach.

You want physical touchpoints. Handwritten-style cards and personal texts are a genuine differentiator, and roomvu does not do them.

Your workflow runs through an agency management system like HawkSoft or Vertafore, or a CRM like Wealthbox, where Levitate’s integrations and success specialist fit.

Email is where your clients actually respond, and a personal note lands better than a social video.

If retention and referrals from an existing book are the gap, that is what Levitate is built for, and roomvu is not a one-to-one nurture tool. roomvu is aimed at the other end of the problem: getting seen by people who do not know you yet.

Where roomvu wins

Start with the outcome: being the producer your market actually recognizes. Most producers are invisible to the people who do not already know them. You can have the best rates and the best service, but if nobody in your area sees you, you are relying on referrals and luck. roomvu fixes that by putting you on branded video, in front of your local market, consistently, without you touching a camera or a scheduler.

The edge is the combination, not any single feature. Done-for-you, plus original video, plus automatic posting, plus hyperlocal targeting, is hard to assemble on your own and harder to keep up week after week. roomvu keeps it running whether you log in or not. Most producers do not stop marketing because it fails; they stop because they get busy. roomvu removes that failure point, and it does the one thing Levitate does not: produce the original video that earns attention in the first place.

One agent’s story, from real estate: Bob Sprague, a Northern Colorado real estate agent and not an insurance or financial producer, reached roughly 220,000 organic views by posting consistently through roomvu. Treat that as a possibility, not a promise; it is one agent’s real-estate result, and outcomes depend on your market, your effort, and your niche. We are being straight about it because roomvu does not yet have a published insurance or financial-producer case study. If proof from your exact vertical is what would convince you, that gap is real and worth naming.

A note on compliance

Marketing in this industry is governed differently depending on who you are. Insurance agents answer to state advertising rules and to carrier and agency policies, not FINRA or the SEC. Financial advisors may fall under FINRA as broker-dealer reps, under the SEC or state regulators as investment adviser reps, or both. roomvu’s content is compliance-ready and configurable to your firm’s policies. It is not “compliant” in the absolute, and roomvu never approves content on your firm’s behalf. Your firm, carrier, or broker-dealer does.

How roomvu’s model works

A real person reviews every post. It is human-in-the-loop, not bot-only.

AI flags advice-like language for human review.

Your office can approve every post before it goes live, approve-first, or review-and-veto ahead of the scheduled date.

Visuals are fully licensed and copyright-cleared, or you can use your own.

Testimonials are off by default, and configurable with disclosures where your firm permits.

No client images, names, or private data, ever.

Every post carries a disclosure that it is educational, not advice.

Posts are archived, tamper-proof, and exportable on demand.

This model fits independent agents and permissive-firm or RIA advisors best. If you work at a captive firm with strict, centralized marketing rules, confirm with your compliance office before using any third-party content tool, roomvu or otherwise. No tool clears every firm’s rules automatically.

On price, straight up

roomvu

Self-serve, month-to-month

Month-to-month paid plans with a 7-day money-back guarantee, and a free tier to try it. You sign up yourself, with no demo or procurement cycle required.

Confirm current rates on roomvu.com/pricing before publishing.

Levitate

Quote / demo-based

Pricing is not publicly listed and is arranged through a demo, which fits its dedicated-success-specialist model.

Confirm live before publishing; do not state a figure that is not published.

Because they do different jobs, this is not a like-for-like price comparison. The point worth keeping is that roomvu is low-commitment to start and self-serve, where Levitate is sold through a demo.

The bottom line

Choose roomvu

If your problem is visibility, not enough people in your market know who you are, and you want a branded video presence that runs itself and posts consistently whether you log in or not, roomvu is built for exactly that.

Levitate solves a different problem: if you have a book of business and your gap is retention and referrals, it keeps existing clients close with personal email, texts, cards, and renewal reminders from your own inbox. It is a one-to-one relationship tool rather than a broadcast-video engine, so it does not get you seen by people who do not know you yet.

Be the producer people in your market actually recognize, on video.