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
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
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 Embrace efficiency and bid farewell to outdated prospecting workflows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
Here’s what our customers say
"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
Cross-Selling Made Simple
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Run cross-selling reports within seconds on your phone or desktop
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Recommended converges based on similar accounts
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Stay in front of your top customers - just ask LeO "show me cross-selling for top 20 accounts"
Build a Profitable Funnel
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Create prospect lists based on revenue or employee size
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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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Ask for referrals by building a prospect list based on your customers' data
Empower Your Agency
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Onboard new producers faster than ever before
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Attract new producers with leading edge technology
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Decrease the time to validate a producer
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.