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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

Increasing revenue is a never-ending priority for insurance agents. Agents tell us that the capacity to quickly and intuitively

Watch a demo
Trusted by Great Agencies and Partners

LeO provides the answers to your questions.
Just ask for them!

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! Embrace efficiency and bid farewell to outdated prospecting workflows

Select a plan

PRO+

$80

User / Month

  • Single User

  • Single State

  • 2,400 Annual Credits

  • Reasons to Call

  • Smart Alerts

  • Push to CRM

  • Send an Email

Popular

Scale

$100

User / Month

  • Minimum 3 Users

  • All State

  • 3,600 Annual Credits

  • Reasons to Call

  • Smart Alerts

  • Push to CRM at scale

  • Send an Email at scale

  • Management reports

Custom

TBD

User / Month

  • Multiple User

  • All State

  • XXX Annual Credits

  • Reasons to Call

  • Smart Alerts

  • Push to CRM at scale

  • Send an Email at scale

  • Management reports

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Here’s what our customers say

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"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

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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"

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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

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Empower Your Agency

  • Onboard new producers faster than ever before
     

  • Attract new producers with leading edge technology
     

  • Decrease the time to validate a producer

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Trusted by Great Agencies and Partners

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Boost Productivity

Like Chatting
with a Friend

Using LeO is as simple as talking or texting with your friends, LeO users are up and running in minutes.

Automate Prospecting

Finding leads is easy. Finding prospects is harder. Finding qualified business 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.

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