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 business 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!
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!
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
with a Friend
Using LeO is as simple as talking or texting with your friends, LeO users are up and running in minutes.
Finding leads is easy. Finding prospects is harder. Finding qualified business that match the most profitable accounts
in your book of business
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
And one of us will reach out to you shortly