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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

Are you looking for a competitive edge as a commercial insurance broker?

Unlock irresistible incentives with LeO AI: comprehensive worker's comp insights, x-dates, DoT, 5500, OSHA, carriers intel, competitors' clients, contact details, and analytics. Connect like never before.

Watch a Demo Now!
Trusted by Great Agencies and Partners

Pair your book of business with 40 million prospects. Unleash exponential growth!

Leverage LeO's intelligent filtering and recommendation engines to drive targeted leads in your niche, gaining insights into your competitive landscape along the way.

Select a Plan

Pro +

$60

User / Month

  • Single User

  • All States

  • Insurance Intelligence

  • Save to CRM

  • Recommendations

  • Custom Emails

Popular

Scale

$100

User / Month

  • Minimum 3 Users

  • All States

  • Insurance Intelligence

  • Save to CRM

  • Recommendations

  • Custom Emails

  • Download a CSV

Premium

TBD

User / Month

  • Minimum 3 Users

  • All States

  • Insurance Intelligence

  • Save to CRM

  • Recommendations

  • Custom Emails

  • Download a CSV

  • Cross Selling

  • Get Referrals

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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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Build a Profitable Funnel

  • Use smart filtering to identify the right prospects for your strategy

  • Match your top accounts with over 40 million businesses, bringing over key contacts, recommended coverages, and more
     

  • Find decision-makers at your target prospects

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Research

  • Research policy data, identify 'reasons to call'

  • Find your competitor's clients

  • Know what carriers your competitors use

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Empower Your Agency

  • Onboard new producers faster than ever before
     

  • Ask for referrals by building  a prospect list based on your customers' data
     

  • Optimize your book of business

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Trusted by Great Agencies and Partners

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Boost Productivity

Use LeO

On The Go!

Using LeO's mobile app is as simple as talking or texting with your friends.

Automate Prospecting

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