LeO, the leading AI sales platform for insurance agents, is proud to announce its partnership with HawkSoft, a premier Agency Management System. This collaboration marks a significant advancement in the insurance industry, empowering agents to streamline their lead generation process.
Through this strategic partnership, agents can seamlessly connect their HawkSoft account with LeO in just a few minutes. LeO then leverages its extensive database of 40 million commercial leads to match agents with prospects tailored to their specific needs and preferences. By analyzing the agency's book of business, LeO builds a comprehensive profile for each agent, enabling targeted lead generation with valuable insights such as Xdate, number of employees, sales value, contest details, 5500 forms, DOT information, and more.
"We are thrilled to establish this partnership with HawkSoft," says Liri Halperin Segal, CEO of LeO. "Similar to how Spotify learns your taste and creates personalized playlists, LeO's machine learning capabilities, fueled by HawkSoft's integration, rapidly adapt to agents' preferences and curate a playlist of leads that align with their business goals."
One of the key benefits of this collaboration is the enhanced visibility of cross-sales opportunities. Agents will also have access to valuable features such as lost client tracking, organized by expected renewal date, providing actionable insights to optimize client retention strategies.
"We believe that this partnership will revolutionize the way insurance agents approach lead generation" adds Segal. "By combining LeO's cutting-edge AI technology with HawkSoft's robust Agency Management System, agents can unlock new levels of efficiency and profitability."
The integration between LeO and HawkSoft enables agents and brokers to seamlessly push leads to their CRM or download them to CSV format, ensuring smooth integration into existing workflows. This seamless connectivity empowers agents to focus on what they do best – serving their clients and growing their business.
About LeO:
LeO is an AI-driven sales platform designed to revolutionize lead generation and client management for insurance agents. Leveraging advanced machine learning algorithms, LeO empowers agents to discover and engage with high-quality leads tailored to their specific needs.
About HawkSoft:
HawkSoft is a leading provider of Agency Management Systems, offering powerful tools and solutions to streamline operations and drive growth for independent insurance agencies. With a focus on innovation and customer satisfaction, HawkSoft enables agents to enhance efficiency, productivity, and client service.
Try out LeO or schedule a demo with us - Click here
