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

In today’s world, getting quick access to sales data is essential for making informed and quick business decisions. 

leO's AI engine turns your book-of-business and prospects’ sources into a searchable interface, introducing facts, intelligence and sales information in free-text querying.

Optimize your book of business

  • Get instant access to your book of business, anytime you need it and anywhere you are

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  • Base your sales strategies on facts

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  • Take a closer look at your business performance

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  • Optimize carriers relationships

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  • Dive into details, take a closer look at prospects, clients, carriers, the coverages you sell and more

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  • Optimize employee performance

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Prospecting is made personalized

  • Find prospects that are relevant to you

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  • Understand prospects potential by their type, location and the business size

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  • Match prospects with your clients

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  • Target the business you can be referred to by your clients

Dive into the details

  • Take a closer look at prospects, clients, carriers, the coverages you sell and more

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  • Optimize employee performance

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  • Discover business opportunities by location​

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