LeO's Vision
Empower business professionals to reach their full potential
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
Supercharge Your Commercial Insurance Lead Generation With LeO
Seamlessly access commercial prospects loaded with insurance intelligence, contact details, worker's comp data, X dates, OSHA, DOT, 5500 reports, and more to compile reasons to call
Plans & Pricing
Pro
$58 User / Month
​1 User Billed Annually
40M Businesses, All States
Opportunities Recommendations
Key Contacts
Worker's Comp Data
5500 Pension, Welfare, Signatory
OSHA Violations
DOT Vehicles, Drivers
NAICS, EIN
Sales volume
Number of Employees
Send Personalized Emails
Download a CSV
Save to Salesforce
Save to AgencyZoom
Pro 2 Users
$98 Team / Month
2 Users Billed Annually
40M Businesses, All States
Opportunities Recommendations
Key Contacts
Worker's Comp Data
5500 Pension, Welfare, Signatory
OSHA Violations
DOT Vehicles, Drivers
NAICS, EIN
Sales volume
Number of Employees
Send Personalized Emails
Download a CSV
Save to Salesforce
Save to AgencyZoom
Popular
Pro Team
$150 Team / Month
3-5 Users Billed Annually
40M Businesses, All States
Opportunities Recommendations
Key Contacts
Worker's Comp Data
5500 Pension, Welfare, Signatory
OSHA Violations
DOT Vehicles, Drivers
NAICS, EIN
Sales volume
Number of Employees
Send Personalized Emails
Download a CSV
Save to Salesforce
Save to AgencyZoom
Premium AMS
Contact Us
Unlimited Users Billed Annually
40M Businesses, All States
Opportunities Recommendations
Key Contacts
Worker's Comp Data
5500 Pension, Welfare, Signatory
OSHA Violations
DOT Vehicles, Drivers
NAICS, EIN
Sales volume
Number of Employees
Send Personalized Emails
Download a CSV
Save to Salesforce
Save to AgencyZoom
AMS360 Integration
HawkSoft Integration
Cross Selling
WinBack Lost Clients
Here’s what our customers say
"Having a partner like LeO to help me grow my list of prospects is so helpful. I have used other list services and trade associations but LeO is committed to building out useful tools to make the process of building my marketing list, contact prospects that fit my niche and help me grow my business.×´
Bill Butler CIC, CIS, CWCA
Butler & Associates Insurance Agency
Build A Profitable Funnel
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Use smart filtering to identify the right prospects for your strategy
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Match your top accounts with over 40 million businesses, bringing over key contacts, recommended coverages, and more
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Find decision-makers at your target prospects
Research
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​Research policy data, identify 'reasons to call'
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Find your competitor's clients
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Know what carriers your competitors use
Empower Your Agency
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Onboard new producers faster than ever before
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Ask for referrals by building a prospect list based on your customers' data
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Optimize your book of business
Trusted by Great Agencies and Partners
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Boost Productivity
Use LeO
On The Go!
Using LeO's mobile app is as simple as talking or texting with your friends.
Automate Prospecting
Finding leads is easy. Finding prospects is harder. Finding qualified businesses that match the most profitable accounts
in your book of business
takes LeO.
Find Information
Easily
LeO brings the data to you, using Machine Learning to access valuable information from your book of business and millions of external data points.
Boost
Cross-Selling
Sell more products per client by comparing customers' coverage types to similar accounts. Generate detailed cross-selling reports
in seconds.