Frequently Asked Questions

[Q]

LeO is a data-driven sales platform built for P&C and Benefits professionals. It helps you identify, qualify, and connect with high-potential commercial and benefits prospects using enriched data, GenAI-powered outreach tools, and now—your own email network.

LeO is designed for insurance brokers, agents, financial advisors, wealth managers, and carrier sales teams looking to prospect smarter, expand into new markets, and streamline outreach through data and automation.

Yes! LeO offers two tailored product tracks: one for Property & Casualty (P&C) and one for Employee Benefits & Retirement professionals. Each version is optimized with the data, filters, and insights most relevant to your area of focus—whether you’re selling Workers’ Comp, General Liability, group health plans, or retirement consulting.

[Q]

LeO delivers a comprehensive dataset built for commercial insurance prospecting. We enrich company data frequently, contact data in real time, so you always have the most current, actionable insights. Here’s what’s included:

• Firmographics

Business name, industry, location, company size, employee count, revenue estimates, and ownership structure.

• Key Contacts

Decision-makers - such as Owners, CEOs, CFOs, HR heads, 5500 signatories - enriched in real time with emails, phone numbers, and titles.

• Workers' Comp Data

State-filed WC policy information including carrier, policy status, X-dates, Ex Mods, historical coverage, and more.

• 5500 Benefits & Pension Data

Employee benefit and retirement plan insights: type, participant count, assets, brokers, premium, fidelity bond, service providers, compenssation, and more.

• DOT Data

For transportation companies: driver count, vehicle types, safety history, inspections, compliance issues, and operating status.

• 990 Nonprofit Data

IRS 990 filings for nonprofits, including financials, leadership, and benefit disclosures.

• OSHA Violations

Workplace safety records including violation type, severity, inspection outcomes, and penalties.

• X-Dates & Coverage History

Upcoming renewal dates and historical policy info across multiple lines:

• Workers’ Compensation

• Commercial Auto (AI-enhanced)

• General Liability (AI-enhanced)

• Employee Benefits

• Pension

• Cargo

• Trust

• BIPD (Bodily Injury & Property Damage)

LeO offers powerful, intuitive filters to help you create highly targeted prospect lists in seconds. A partial list of what you can filter by:

• Firmographics: industry, location, size, employee count, revenue.

• Key Contacts:  Key Contacts , 5500 Signatories, and more.

• Coverages: policy type, X-dates, carriers, brokerages, coverage status.

• 5500 Plans: renewal dates, plan type, participants, carriers, brokerages, fidelity bond, service providers, and much more.

• Worker’s Comp: x-dates, carriers, brokerages.

• Compliance Indicators: OSHA violations, OSHA Inspections.

• DOT: coverages, driver count, fleet size, vehicle type, safety history, carriers, and more.

• Nonprofit Status: 990 types, 501(3)(c), financials ranges, staff size, and more.

• Service Providers: current brokers, carriers, advisors, accountants, PEOs, and more.

• Red Flags (Benefits/Pension): Such as - Large asset value drop, Fidelity bond too low, High broker/consulting fees, and more.

[Q]

LeO is built with AI at its core, helping you work faster, smarter, and more efficiently. Here’s how AI powers key features throughout the platform:

• AI Recommendations – LeO learns from your usage patterns—such as filters, industries, and past engagement—to surface highly relevant leads tailored to your preferences. These recommendations appear both in-app and are also pushed to your inbox.

• Renewal Date Predictions (GL & Commercial Auto) – Our proprietary AI analyzes firmographic and insurance data to predict the renewal month of General Liability and Commercial Auto coverages (that aren’t publicly available) with average of 90% accuracy, helping you time outreach perfectly.

• AI-Enriched Data Matching – LeO uses AI in its backend pipeline to clean, normalize, and match millions of records across data sources, improving contact accuracy, firmographic consistency, and lead quality.

• GenAI-Powered Emailing – LeO’s built-in GenAI tools generate personalized, data-driven outreach emails using insights like company size, coverage type, renewal data, and more—so you can connect faster with the right message.

[Q]

Yes! LeO features GenAI-powered email tools that craft personalized, data-backed messages using firmographics and insurance indicators. You can launch targeted campaigns directly from the platform.

Yes. LeO integrates with Salesforce and AgencyZoom, so you can sync leads, track activity, and push insights into your CRM workflow seamlessly.

Absolutely. You can export up to 5,000 enriched prospects per list, including firmographics, insurance data, and up to 3 key contacts per company—in a ready-to-use CSV file.

[Q]

My Network lets you connect your email inbox so LeO can extract contact details from email signatures—not email content. It then matches those contacts with real-time insurance data to reveal hidden leads already in your network.

Currently, My Network supports Gmail. Microsoft Outlook integration is coming soon.

[Q]

Simply sign up and follow the guided onboarding flow. You'll connect your inbox, apply filters, and begin discovering qualified prospects in just minutes.

Yes! LeO offers a free trial so you can explore all core features before subscribing. Trial extensions are available upon request.

[Q]

Yes! The LeO Insights mobile app is available for both iOS and Android:

• Google Play

• App Store

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LeO subscriptions are annual. You can choose monthly or annual billing, and subscriptions automatically renew every 12 months unless canceled at least 30 days before the renewal date.

You can cancel by emailing support@meetleo.com or using the in-app cancellation option. Cancellations take effect at the end of the current annual term. All subscriptions are binding for a full 12 months.

[Q]

Our support team is here for you! Reach out anytime via in-app chat or email us at support@meetleo.com.