RALEIGH – A year after raising $8 million, the company behind the keep-in-touch Levitate application has announced a new partnership with Indiana- and Colorado-based software provider Xanatek.

Levitate is a product of Real Magic, a company founded by and led by the former ShareFile founder and Triangle-based entrepreneur Jesse Lipson.  According to a statement, Levitate describes itself as a “leading platform for helping insurance professionals keep in touch.”

“Xanatek and Levitate already have many mutual customers, so partnering was an easy decision for us,” said Lipson in a statement.  The company raised $8 million in February 2021.

According to the statement, this will be the first integration between the two companies, and users of the software products will “have their contacts, policies, and other key data automatically loaded and updated in Levitate in near real-time.”

That’s to add value to independent insurance agents, the founder and president of Xanatek noted.

“Agents need better customer relationships more than ever, so adding Levitate to their arsenal of tools makes an agency stronger,” said Brent Sheppard, founder and president of Xanatek in the statement.  “Using Levitate will help these agents touch base with their customers more often to help solidify their relationships and keep clients happy.”

Q&A: Raleigh’s Jesse Lipson dishes on the meteoric rise of his Levitate app

Building on prior success, fundraising

WRAL TechWire sat down with Lipson last year, following the funding round, for an in-depth Q&A, which can be read online in full.

In that interview, Lipson noted that though the company focuses on providing its keep-in-touch software in the insurance and real estate industries, they’ve also expanded to financial services and legal industries as well.  Lipson added that the company planned to hire throughout 2021.  The company currently has five open positions, according to its careers website.

“We got tired of seeing business owners send mass blast emails no one reads and pumping out content no one sees, so we started our own marketing movement,” the company’s website reads.

Raleigh’s Jesse Lipson secures another $8M for Levitate app, lands 2,000 paying customers