Supercharge Your Expertise with Personalized Sales Intelligence

leO: is a Personal AI Sales Assistant for insurance agents & brokers,
making sales information personalized
and instantly available

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The First-Ever Personal AI Sales Assistant for Insurance Agents

Unleash the power of your book of businesses by combining it with 40 million business within seconds, simply by speaking into your phone or typing on your desktop.

LeO provides the answers to your questions.
Just ask for them!

1/4

Onboard within minutes

High user adoption

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Increasing revenue is a never-ending priority for insurance agents. Agents tell us that the capacity to quickly and intuitively cross-sell directly from their phone is a feature that sets LeO apart. It's time to empower your agency with speed to market, using a platform that producers have embraced. Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!

Cross-Selling Made Simple

Run cross-selling reports within seconds on your phone or desktop
Recommended converges based on similar accounts
Stay in front of your top customers - just ask LeO "show me cross-selling for top 20 accounts"

Build a Profitable Funnel

Create prospect lists based on revenue or employee size
Match your top accounts with over 40 million businesses, bringing over key contacts, recommended coverages, and more
Ask for referrals by building a prospect list based on your customers' data

Empower Your Agency

Onboard new producers faster than ever before
Attract new producers with leading edge technology
Decrease the time to validate a producer

Trusted by Great Agencies and Partners

Boost Productivity

Like Chatting
with a Friend

Using LeO is as simple as talking or texting with your friends, LeO users are up and running in minutes.

Automate Prospecting

Finding leads is easy. Finding prospects is harder. Finding qualified business that match the most profitable accounts
in your book of business
takes LeO.