LeO Blog

LeO , the leading AI sales platform for insurance agents, is proud to announce its partnership with HawkSoft, a premier Agency Management System. This collaboration marks a significant advancement in the insurance industry, empowering agents to streamline their lead generation process. Through this strategic partnership, agents can seamlessly connect their HawkSoft account with LeO in just a few minutes. LeO then leverages its extensive database of 40 million commercial lead

Our CEO, Liri Halperin, had the privilege of being invited to the Vertafore podcast alongside one of our esteemed customers, Dean Giem, Founder of Paradox Insurance. Together, they discussed how LeO and AgencyZoom can revolutionize your agency's workflow with minimal effort required from you. LeO is your ultimate assistant in finding the perfect prospects. It provides comprehensive details such as contact information (including email and phone numbers) and vital insurance dat

As an insurance agent, you know that building strong relationships with your clients is essential to growing your business. But did you know that understanding Occupational Safety and Health Administration (OSHA) regulations can help you establish yourself as a trusted advisor and increase your sales? OSHA regulations are designed to keep workers safe and healthy in the workplace, and they have a significant impact on insurance coverage and risk management. By familiarizing y

We’ve written before about many of the ways that your agency can use data to identify, develop, and achieve lofty goals. But did you know that data can also be instrumental in addressing some of your agency’s biggest challenges? Here are three familiar examples of issues that even successful agencies may face from time to time – with data-driven solutions that are easy to implement. The Challenge: Low Organic Growth As reported in a recent article in Insurance Journal , wit

LeO Founder and CEO Liri Halperin Segal was honored to take the ITC stage in Las Vegas last September to moderate a panel discussion about data bias in the insurance industry. Coordinated by our team and produced in conjunction with the DiveIn Festival for Diversity and Inclusion, where a recording of the conversation was replayed the following week, Breaking the Bias Barrier: Preventative Measures Against Data Biases provided an important opportunity to delve into an often

Globally, producers spend far too much time scouring for commercial prospects. Agents looking to grow their book of business perform time-consuming preliminary measures to secure a prospect, painstakingly matching criteria, business objectives, contact information, location, and more. It doesn’t have to be so hard. LeO facilitates producers’ hunt for commercial prospects by significantly reducing this investment of time. Where finding prospects once took hours, LeO’s technolo

Increasing revenue is a never-ending priority for insurance agents. Successful cross selling accomplishes revenue goals and improves customer satisfaction simultaneously, making this an important component of your business development strategy. Whether your preferred cross selling approach leverages bundle sales, additional products or services, or promotions, the marketing of additional products to your existing customer base is best achieved when you are armed with data-dr

Every time we demo LeO for someone new, there are a handful of features and capabilities that people get really excited about. So we thought we’d highlight some of the things that capture agents’ attention in a new blog series we’re calling Meet LeO . Today’s Meet LeO focus is on Prospecting . If you’re an agent focused on growing your book of business and maximizing your sales potential, prospecting is an important part of your job. Finding ways to identify and reach out to

It’s that time of year again, when we all feel compelled to simultaneously look back at what has been and ahead at what is still to come. This has been a great year for insurtech growth. Global investment in insurtech start-ups totaled $10.5 billion in the first nine months of 2021, according to a Willis Re report . I’m confident that when the numbers come out for the final quarter of the year, they will be just as strong, and I’m proud and excited that our own latest roun

My colleague Orit Golbari recently told me a story that I think perfectly encapsulates a key challenge faced by women who are poised to take positions of leadership. At a point when Orit was at a career crossroads, she was offered a role as the head of innovation for one of the largest insurance carriers in Israel. Her first reaction was to say “Me? How can I do that?” The hiring manager responded that if he were to offer this position – or any other position – to a man who h

It has been quite a year. To be sure, 2020 has held its share of challenges. But our industry has seen its share of silver linings as well, as we’ve embraced the opportunities inherent in our new virtual work world. In fact, looking back on our own 2020 memories here at LeO, we’re struck by just how much we’ve accomplished this year… IBM Demo Day. Remember doing things in person? In late January, such things were still possible, and we proudly took the stage as part of IBM’

We’re all a few weeks into working from home at this point, doing our part to flatten the curve as COVID-19 continues to spread worldwide. Hopefully, by now, your company has begun to figure out how to address many of the obstacles we’re all facing in the insurance industry. But one challenge you may still be grappling with is customer care. Insurance BPOs across the globe are scrambling, just as we all are, to find ways to work remotely. If yours is one of the many companie

We frequently hear from insurance agents and carriers that they’re planning to think about automation “soon.” It’s not that the industry hasn’t been interested in the idea of automation – it just hasn’t always been an immediate priority. That’s about to change. As coronavirus infection rates increase globally, much of the world is now scrambling to figure out ways to practice social distancing and keep companies running smoothly at the same time. From Israel to Europe to Nort

LeO Blog 2 Happy to chat with you, but it’s really all about the data… You’ve most likely interacted with chatbots in your everyday life....

LeO January Blog How to Show Clients You Care in 2020 Insurance is sadly known for its poor communication and confusing language, which...

AI, AI, AI. The impact of the technological breakthrough of Artificial Intelligence has been noticed within the insurance industry and it’s evident that it has the power to cut off chunks of your work hours to free yourself for more strategic tasks. AI helps agents do things better, quicker and more efficiently. Targeting AI solutions have the capacity to pull in customers data and create profiles that can simplify the process of targeting. An agent can take advantage of cha

There is a big problem in the consumer insurance industry: the coverage gap. More than 40% of Americans have no life insurance. Leaving over 100 million Americans without any kind of life insurance coverage can pose those people many problems, but it is also posing problems for the insurers who write the policies, as life insurance policy purchases have decreased by over 8 million since 1984. People know they need life insurance, yet less and less of them are buying it. Why i

Every day, insurtech is innovating the insurance industry. Newer and better technologies are being created by the second, making more traditional insurance tactics and methods obsolete. This requires new technology adoption for those in the insurance world to stay on top. So, with this idea in mind, it definitely seems like a good idea to get to know some of the major players in the insurtech game to see what this innovation is all about. Lemonade Lemonade is a licensed ins

The insurance world is changing. The buying power is shifting toward millennials, making them the future insurance customers. Baby boomers are getting older, meaning that they could easily start purchasing more and more life insurance policies. Major shifts into the world of mobile technology are putting people in the insurance industry on their toes of what the next big innovation is, and how soon it will come. Every single day, new technologies are being created to simplify