LeO's Vision

Empowering insurance professionals to
reach their full potential

The insurance industry is rapidly evolving, emphasizing the adoption of technology to refine and expedite the customer experience.

Modern insurance agents, financial advisors, and professional salespeople require immediate, customized solutions that align with their unique sales strategies.

Established in 2017, LeO was developed to equip sales professionals, agents, and brokers with the tools they need to accurately identify and understand prospects before initiating contact. This strategic approach allows them to specialize further in their niches, enhancing their sales effectiveness.

LeO has developed a sophisticated AI-driven platform, meticulously designed to identify and align with each user's specific expertise, actively surfacing relevant and opportune leads to bolster their business portfolio.

Our "Personal AI Sales Assistant" seamlessly melds with a diverse array of data ecosystems, including agency management systems and premier external insurance intelligence networks, guaranteeing that insurance agents gain straightforward access to essential insights about prospective clients and opportunities.

Enhanced for compatibility across multiple platforms (mobile and desktop), and designed to integrate effortlessly with leading CRMs, our platform streamlines the process of nurturing leads through the sales funnel.

As a visionary insurtech startup, LeO is committed to supporting our clients in the insurance industry as they navigate the path of innovation and modernization. We deeply value your experiences and insights, and are dedicated to crafting solutions that meet your dynamic needs.