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April 2024 exclusive offer: get 15% off

Financial Advisor? Grow your business with 100+ commercial leads daily!
 

Explore prospects' current pension plan, benefits plan, fidelity bonds, funds, renewal dates and key contacts. Start today!

Trusted by hundreds of agencies and Industry leaders

Get winning leads + their current pension & benefits plans

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  • 5500 pension & benefits

  • Funds

  • Fidelity bonds

  • Contact details

  • Worker’s comp

  • DOT

  • Renewal dates

  • OSHA

  • Commercial auto

  • ​Corporate insights

  • CRM/AMS integration

  • AI recommendations

April 2024 exclusive offer: get 15% off

Unlimited commercial leads

Save 15%

Basic

$57 User / Month

1 User (Billed annually) 

Basic includes:

40M businesses, all states

5500 pension, benefits, signatory

Key contacts

Worker's comp data

AI recommendations

OSHA violations

DOT vehicles, drivers

NAICS, EIN

Sales volume

Number of employees

Send personalized emails

Most Popular

Pro

$83 $70 User / Month

1 User (Billed annually)

Everything in Basic, plus:

Download a CSV

Save to Salesforce

Save to AgencyZoom

Pro Team

$153 $130 Team / Month

3 Users (Billed annually) 

Everything in Basic, plus:

Download a CSV

Save to Salesforce

Save to AgencyZoom

Premium

Contact us

Unlimited users (Billed annually)

Everything in Pro team, plus:

AMS360 integration

HawkSoft integration

Cross selling

WinBack lost clients

Here’s what our customers say

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"Having a partner like LeO to help me grow my list of prospects is so helpful. I have used other list services and trade associations but LeO is committed to building out useful tools to make the process of building my marketing list, contact prospects that fit my niche and help me grow my business.״

Bill Butler CIC, CIS, CWCA
Butler & Associates Insurance Agency

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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.

The industry is talking about us