Use our extensive database and out-of-the-box filters to uncover pension and benefits opportunities. Harness AI tools and smart outreach to fill your calendar with impactful meetings.
Employee Benefits prospecting
AI-powered data. Smart outreach. Impactful results.
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Advanced Filters
Turn great data into quality leads.
Find specific opportunities by filtering over employee trends, compliance issues, red flags, carriers and brokerage or signatory duration. Locate coverage vulnerabilities that give you a unique competitive edge.
Ideal Timing
Schedule meetings with key contacts.
With our signatory database and enriched executive contacts, your outreach turns into productive meetings.
Optimal Outreach
A calendar filled with potential.
Fill your calendar with business opportunities by using any of our AI outreach tools, at any given moment. Pipeline building is our specialty.
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Pre-Meeting Planning
Unleash the power of LeO AI.
Discover coverage risks and red flags. Identify fixable deficiencies, outline alternative plans and prepare key talking points that address your potential clients' needs.
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“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
"Working with Leo has been a great experience, and I highly recommend it to anyone looking to improve their prospecting work."
Dean Giem, CIC, President, Paradox Insurance Agency
"LeO has been absolutely instrumental to our agency, and I think that more agencies that are growth-minded and want to write business, need to be utilizing LeO. Thank your LeO for helping our agency go to the next level"
Chris Paradiso, Company Owner, Paradiso Insurance
"LeO is helping me solve the problem of inconsistent and disorganized lead flow. LeO makes it easy to capture, track, and follow up all in one place. It’s taken the guesswork out of lead management and helped me respond faster, stay organized, and ultimately close more deals. The platform saves me time and keeps me focused on revenue-generating tasks."
Serena Miranda | Life Insurance Agent Networth Insurance Services
"Using LeO has been a game-changer in how I prospect and strategize for commercial clients. What I like most is how intuitive and purpose-built it feels for insurance professionals. I can pull targeted business lists based on NAICS codes, revenue, mod factors—you name it—and it actually delivers leads that make sense. The ability to cross-sell and uncover underinsured risks is especially helpful when I’m pushing for retention or organic growth"
Joshua Biggs | President The Joshua Biggs Agency
"From filtering your desired target prospect. to analyzing 5000 forms, the updated contact information, the ability to send AI assisted emails from within the tool, it's just cutting edge no one has even come close to!"
Julio (Ricky) Gonzalez, RMIP™ | Council Member GLG
Optimize your prospecting outreach,
just in time for renewals.