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 Up to 3 verified decision-makers per company—such as 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, effective dates, and historical coverage. 🔹 5500 Benefits & Pension Data Employee benefit and retirement plan insights: plan type, participant count, assets, brokers, and service providers. 🔹 DOT Data For transportation companies: driver count, vehicle types, safety history, and operating status. 🔹 990 Nonprofit Data IRS 990 filings for nonprofits, including financials, leadership, and benefit disclosures—ideal for targeting 501(c)(3) organizations. 🔹 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: Commercial Auto (AI-enhanced) General Liability (AI-enhanced) Workers’ Compensation Employee Benefits Pension Cargo Trust Bodily Injury & Property Damage (BIPD)

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.

LeO is a data-driven sales platform built for insurance 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.

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.