Frequently Asked Questions

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What is LeO?

LeO is an AI powered Personal Sales Assistant designed to help mid to large size insurance agencies and brokerages in the US boost production. With LeO, agents can query about their clients, opportunities and prospects using their voice or fingertips.
Who are LeO’s users?

LeO is designed to help Insurance Producers, CSRs and Managers improve sales processes with intelligence and data driven insights.
Do I need a technology background to use LeO?

Definitely not! LeO’s interface is simple, intuitive, and easy to use.
Where can I use LeO?

Our users enjoy Leo from anywhere--their couch, meetings, office or car.
How much time is the onboarding process?

The onboarding process is quick and easy. It takes only five minutes to get set up, once we connect with the AMS.