Close Your Next Benefits Deal
Leverage AI-driven insights and advanced filtering of pension and benefits 5500 data to swiftly identify key opportunities and connect with decision-makers.
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September Only: 10% off for
FREE trial + 30 Free Leads
10% OFF - limited Time Only
*billed annually
For Only $89 a Month
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*billed annually
September Only: 10% off for
Special 15% off for
*billed annually
For Only $89 a Month
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Get Winning Leads & their Current Insurance Coverage
🎯 Find High-Value Prospects
Leverage powerful filters to identify businesses with benefits and pension plans, track asset sizes and participant trends, and uncover red flags like high broker fees, large asset drops, and unpaid premiums—helping you target the right opportunities with precision.
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✉️ Reach Key Decision-Makers
Instantly access enriched contact details, including position, email address, and phone number, for 5500 signatories, HR managers, and other key stakeholders. LeO enriches contacts in real time, ensuring up-to-date details—helping you connect with the right people faster and accelerate your outreach.
⚡ Supercharge Your Workflow
Outreach with GenAI-powered emailing, enabling personalized, high-converting messaging at scale. Seamlessly integrate with your CRM, export targeted prospect lists, and streamline your workflow—so you spend less time on manual tasks and more time closing deals. LeO’s AI-driven approach ensures smarter engagement, faster responses, and higher conversion rates.
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P&C PRO
Scale Up Commercial P&C Prospecting
$69
Month
Let's Talk
$0
Annual Billing, Annual Subscription
P&C PRO includes:
MOST RECOMMENDED
1 seat
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32M+ companiesⓘ
Access over 32 million businesses in North America, including branches, subsidiaries and nonprofit organizations
All states!ⓘ
Unlike our competitors, LeO isn't limited to specific states
Key contactsⓘ
Get relevant key contacts: Owner, CEO, CFO, HR, 5500 Signatory, and executives, with details including name, position, email, phone, and LinkedIn profile
X-datesⓘ
Filter by coverages renewing in X months, including Workers' Comp, Cargo, BIPD, Surety, GL [AI], Commercial Auto [AI], and more
Smart filteringⓘ
Smart filtering to refine searches by location, industry, size, sales volume, renewal dates, carriers, brokers, no of drivers, no of vehicles, OSHA compliance, insurance indicators, financial indicators and more
Worker's Compⓘ
Gain a clear understanding of prospects' WC renewal date, carrier name, brokerage name, ex. mod (NJ), and more
DOT (Transportation)ⓘ
Access DOT data such as renewal dates, coverages, number of drivers/units, compliance issues, millage
OSHA complianceⓘ
Learn about businesses compliance safty and health inspections and violations
GL, Auto X-dates AI predictionsⓘ ✨
LeO's AI predicts General-Liability and Commercial-Auto X-dates with 90% precision on average, optimizing your outreach timing.
AI recommendations alertsⓘ ✨
LeO AI identifies personalized opportunities based on your interests and notifies you at the optimal time for outreach before their X-dates
Send outreach emailsⓘ
Send personalized outreach emails using LeO's embedded prospecting data to accurately target key decision-makers in businesses
Save prospects lists to AgencyZoom, Salesforceⓘ
Select a list of prospects and save the firmographics, insurance intelligence and enriched contacts to a AgencyZoom or Salesforce.
CSV bulk exportⓘ
Select a list of prospects and download the firmographics, insurance intelligence and enriched contacts to a CSV.
4800 total exports
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BENEFITS & WEALTH PRO
Professional Benefits, Pension, Wealth Prospecting
$89
Month
Let's Talk
$0
Annual Billing, Annual Subscription
BENEFITS & WEALTH PRO includes:
MOST RECOMMENDED
1 seat
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US businesses loaded with 5500ⓘ
Access over 1.5 million businesses in North America loaded with 5500 data. Unlike our competitors, LeO isn't limited to specific states
All states!ⓘ
Unlike our competitors, LeO isn't limited to specific states
Key contactsⓘ
Get relevant key contacts: Owner, CEO, CFO, HR, 5500 Signatory, and executives, with details including name, position, email, phone, and LinkedIn profile
X-datesⓘ
Filter by coverages renewing in X months, including Workers' Comp, Cargo, BIPD, Surety, Benefits, Pension, GL [AI], Commercial Auto [AI], and more
Smart filteringⓘ
Smart filtering to refine searches by location, industry, size, sales volume, renewal dates, carriers, brokers, benefits/pension participants, service providers names, insurance indicators, financial indicators and more
Benefits plans intelligenceⓘ
Analyze companies' 5500 reports including benefits plans, renewal dates, signatory contacts, carriers names, professional services companies, brokerages, participants trends, fidelity bonds, service providers compensation, funds info, service providers compensation, and more
Pension plans intelligenceⓘ
Analyze companies' 5500 reports including pension plans, renewal dates, signatory contacts, carriers names, professional services companies, brokerages, participants trends, fidelity bonds, service providers compensation, funds info, service providers compensation, and more
AI recommendations alertsⓘ ✨
LeO AI identifies personalized opportunities based on your interests and notifies you at the optimal time for outreach before their X-dates
Send outreach emailsⓘ
Send personalized outreach emails using LeO's embedded prospecting data to accurately target key decision-makers in businesses
Save prospects lists to AgencyZoom, Salesforceⓘ
Select a list of prospects and save the firmographics, insurance intelligence and enriched contacts to a AgencyZoom or Salesforce.
CSV bulk exportⓘ
Select a list of prospects and download the firmographics, insurance intelligence and enriched contacts to a CSV.
4800 total exports
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AGENCY ADVANTAGE
Boost Sales and Marketing for Commercial P&C and Benefits
$0
Month
Let's Talk
$0
Annual Billing, Annual Subscription
AGENCY ADVANTAGE includes:
MOST RECOMMENDED
Any team sizeⓘ
Get a special offer for teams
32M+ companiesⓘ
Access over 32 million businesses in North America, including branches, subsidiaries and nonprofit organizations
All states!ⓘ
Unlike our competitors, LeO isn't limited to specific states
Key contactsⓘ
Get relevant key contacts: Owner, CEO, CFO, HR, 5500 Signatory, and executives, with details including name, position, email, phone, and LinkedIn profile
X-datesⓘ
Filter by coverages renewing in X months, including Workers' Comp, Cargo, BIPD, Surety, Benefits, Pension, GL [AI], Commercial Auto [AI], and more
Smart filteringⓘ
Smart filtering to refine searches by location, industry, size, sales volume, x-dates, carriers, brokers, benefits/pension participants, service providers, drivers, units, OSHA violations, 990, insurance indicators, financial indicators and more
Service providers, assets advanced filteringⓘ NEW
Advanced filtering to refine searches service providers names, service providers codes (types), assets volume and more
Benefits plans intelligenceⓘ
Analyze companies' 5500 reports including benefits plans, renewal dates, signatory contacts, carriers names, professional services companies, brokerages, participants trends, fidelity bonds, service providers compensation, funds info, service providers compensation, and more
Pension plans intelligenceⓘ
Analyze companies' 5500 reports including pension plans, renewal dates, signatory contacts, carriers names, professional services companies, brokerages, participants trends, fidelity bonds, service providers compensation, funds info, service providers compensation, and more
Nonprofit & 990ⓘ NEW
Filter for Nonprofit and companies that issued tax extempt and view details from IRS 990 forms
Worker's Compⓘ
Gain a clear understanding of prospects' WC renewal date, carrier name, brokerage name, ex. mod (NJ), and more
DOT (Transportation)ⓘ
Access DOT data such as renewal dates, coverages, number of drivers/units, compliance issues, millage
OSHA complianceⓘ
Learn about businesses compliance safty and health inspections and violations
GL, Auto X-dates AI predictionsⓘ ✨
LeO's AI predicts General-Liability and Commercial-Auto X-dates with 90% precision on average, optimizing your outreach timing.
AI recommendations alertsⓘ ✨
LeO AI identifies personalized opportunities based on your interests and notifies you at the optimal time for outreach before their X-dates
Send outreach emailsⓘ
Send personalized outreach emails using LeO's embedded prospecting data to accurately target key decision-makers in businesses
Save prospects lists to AgencyZoom, Salesforceⓘ
Select a list of prospects and save the firmographics, insurance intelligence and enriched contacts to a AgencyZoom or Salesforce.
CSV bulk exportⓘ
Select a list of prospects and download the firmographics, insurance intelligence and enriched contacts to a CSV.
Custom number of exportsⓘ
Get more credits for additional access and features.
SSOⓘ
Streamline employee access with Single Sign-On for seamless connectivity across all applications.
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P&C ESSENTIALS
Commercial P&C Prospecting
$52
Month
Let's Talk
$0
Annual Billing, Annual Subscription
P&C ESSENTIALS includes:
MOST RECOMMENDED
1 seat
[feature tooltip]
32M+ companiesⓘ
Access over 32 million businesses in North America, including branches, subsidiaries and nonprofit organizations
All states!ⓘ
Unlike our competitors, LeO isn't limited to specific states
Key contactsⓘ
Get relevant key contacts: Owner, CEO, CFO, HR, 5500 Signatory, and executives, with details including name, position, email, phone, and LinkedIn profile
X-datesⓘ
Filter by coverages renewing in X months, including Workers' Comp, Cargo, BIPD, Surety, GL [AI], Commercial Auto [AI], and more
Smart filteringⓘ
Smart filtering to refine searches by location, industry, size, sales volume, renewal dates, carriers, brokers, no of drivers, no of vehicles, OSHA compliance, insurance indicators, financial indicators and more
Worker's Compⓘ
Gain a clear understanding of prospects' WC renewal date, carrier name, brokerage name, ex. mod (NJ), and more
DOT (Transportation)ⓘ
Access DOT data such as renewal dates, coverages, number of drivers/units, compliance issues, millage
OSHA complianceⓘ
Learn about businesses compliance safty and health inspections and violations
X-dates AI predictions for GL, Commercial Autoⓘ ✨
LeO's AI predicts General-Liability and Commercial-Auto X-dates with 90% precision on average, optimizing your outreach timing.
AI recommendations alertsⓘ ✨
LeO AI identifies personalized opportunities based on your interests and notifies you at the optimal time for outreach before their X-dates
Send outreach emailsⓘ
Send personalized outreach emails using LeO's embedded prospecting data to accurately target key decision-makers in businesses
CSV bulk exportsⓘ
Select a list of prospects and download the firmographics, insurance intelligence and enriched contacts to a CSV.
1200 total exports
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Get 10x Returns with LeO
Annual Billing
Save 25%
Monthly Billing
Annual Subscription
Special 15% off for
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Starting at $55 a month, annual billing
Scale up and sell more with the most comprehensive AI-powered commercial insurance prospecting data, enabling timely outreach with X-Dates and AI predictions.
Get 10x Returns with LeO
Annual Billing
Save 25%
Monthly Billing
Annual Subscription
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$0
Month
Let's Talk
$0
Monthly Billing, Annual Subscription
Credits are provided monthly upfront
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MOST RECOMMENDED
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Scale up and sell more with the most comprehensive AI-powered insurance prospecting platform
Optimize your outreach timing ahead of renewals
What to Do Next
Unlock your 100 free premium leads by signing up now for a 14-day free trial. There's zero risk—you can cancel anytime during the trial, no questions asked. After the trial, it's just $59 a month.
We're absolutely confident you'll be amazed by the capabilities of our leading software. It can 10x your new customer acquisition with our state-of-the-art AI recommendations. Leo AI identifies personalized opportunities based on your interests and notifies you at the optimal time for outreach before their X-dates.
Don't miss this chance to revolutionize your business growth. Sign up now and experience the difference