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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”
Dean Giem, CIC, President, Paradox Insurance Agency
"Working with Leo has been a great experience, and I highly recommend it to anyone looking to improve their prospecting work."
Dean Giem, CIC, President, Paradox Insurance Agency
"LeO has been absolutely instrumental to our agency, and I think that more agencies that are growth-minded and want to write business, need to be utilizing LeO. Thank your LeO for helping our agency go to the next level"
Chris Paradiso, Company Owner, Paradiso Insurance
Ask us anything. We're good at giving precise answers.
How does LeO use AI across the platform?
LeO is built with AI at its core, helping you work faster, smarter, and more efficiently. Here’s how AI powers key features throughout the platform:
AI Recommendations – LeO learns from your usage patterns—such as filters, industries, and past engagement—to surface highly relevant leads tailored to your preferences. These recommendations appear both in-app and are also pushed to your inbox.
Renewal Date Predictions (GL & Commercial Auto) – Our proprietary AI analyzes firmographic and insurance data to predict the renewal month of General Liability and Commercial Auto coverages (that aren’t publicly available) with average of 90% accuracy, helping you time outreach perfectly.
AI-Enriched Data Matching – LeO uses AI in its backend pipeline to clean, normalize, and match millions of records across data sources, improving contact accuracy, firmographic consistency, and lead quality.
GenAI-Powered Emailing – LeO’s built-in GenAI tools generate personalized, data-driven outreach emails using insights like company size, coverage type, renewal data, and more—so you can connect faster with the right message.
How does LeO use AI across the platform?
How do I get started with LeO?
Simply sign up and follow the guided onboarding flow. You'll connect your inbox, apply filters, and begin discovering qualified prospects in just minutes.
How do I get started with LeO?
What kind of filtering does LeO offer?
LeO offers powerful, intuitive filters to help you create highly targeted prospect lists in seconds. A partial list of what you can filter by:
Firmographics: industry, location, size, employee count, revenue.
Key Contacts: Key Contacts , 5500 Signatories, and more.
Coverages: policy type, X-dates, carriers, brokerages, coverage status.
5500 Plans: renewal dates, plan type, participants, carriers, brokerages, fidelity bond, service providers, and much more.
Worker’s Comp: x-dates, carriers, brokerages.
Compliance Indicators: OSHA violations, OSHA Inspections.
DOT: coverages, driver count, fleet size, vehicle type, safety history, carriers, and more.
Nonprofit Status: 990 types, 501(3)(c), financials ranges, staff size, and more.
Service Providers: current brokers, carriers, advisors, accountants, PEOs, and more.
Red Flags (Benefits/Pension): Such as - Large asset value drop, Fidelity bond too low, High broker/consulting fees, and more.
What kind of filtering does LeO offer?
Where can I get help?
Our support team is here for you! Reach out anytime via in-app chat or email us at support@meetleo.com.
Where can I get help?
How do I cancel my subscription?
You can cancel by emailing support@meetleo.com or using the in-app cancellation option. Cancellations take effect at the end of the current annual term. All subscriptions are binding for a full 12 months.
How do I cancel my subscription?
Is there a contract?
LeO subscriptions are annual. You can choose monthly or annual billing, and subscriptions automatically renew every 12 months unless canceled at least 30 days before the renewal date.
Is there a contract?
Optimize your prospecting outreach,
just in time for renewals.