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Target leads with filters: location, industry,
employees, and insurance data.
Access insurance data: renewals, WC, DOT,
OSHA, 990s, carriers, ex-mod, and more.
Find companies with 5500 data and uncover
pension and benefits gaps.
Get contact details for CEOs, Owners, CFOs,
HR Heads, and key decision-makers.
DISCOVER OPPORTUNITIES
Seamlessly export leads, contacts, and
insurance data points to a CSV file.
Sync leads and insights to Salesforce
or AgencyZoom.
Send personalized emails via LeO to
boost conversions.
Manage and track your pipeline in LeO.
BUILD A PIPELINE
Engage at the perfect time before renewals for WC,
auto, GL, benefits, and more.
Utilize LeO's AI to identify and capitalize on
well-timed opportunities.
Get tailored leads delivered timely directly to
your inbox each week.
CLOSE DEALS
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