top of page
Connecting Dots

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

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!

mac screen

Onboard within minutes


High user adoption

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!

illustration of people work together
Leo logo
woman holds iPhone

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

navigation map

Trusted by Great Agencies and Partners

download (3).png
ACORD logo
download (2).png

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.

Find Information

LeO brings the data to you, using Machine Learning to access valuable information from your book of business and millions of external data points.



Sell more products per client by comparing customers' coverage types to similar accounts.  Generate detailed cross-selling reports
in seconds.

Contact Us

And one of us will reach out to you shortly

illustration of woman holding a laptop
bottom of page