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Target leads with filters: location, industry,

employees, and insurance data.

Discover Commercial Leads

Access insurance data: renewals, WC, DOT,

OSHA, 990s, carriers, ex-mod, and more.

P&C Prospecting

Find companies with 5500 data and uncover

pension and benefits gaps.

Benefits Prospecting

Get contact details for CEOs, Owners, CFOs,

HR Heads, and key decision-makers.

Identify Key Contacts

DISCOVER OPPORTUNITIES

Seamlessly export leads, contacts, and

insurance data points to a CSV file.

Export to CSV

Sync leads and insights to Salesforce

or AgencyZoom.

Save to CRM

Send personalized emails via LeO to

boost conversions.

Email Outreach via LeO

Manage and track your pipeline in LeO.

Save Leads to Pipeline

BUILD A PIPELINE

Engage at the perfect time before renewals for WC,

auto, GL, benefits, and more.

Optimize Outreach Timing

Utilize LeO's AI to identify and capitalize on

well-timed opportunities.

Use AI for Timed Opportunities

Get tailored leads delivered timely directly to

your inbox each week.

Get Personalized Lead Alerts

CLOSE DEALS

Meet LeO: More Time for Selling

LeO

Globally, producers spend far too much time scouring for commercial prospects. Agents looking to grow their book of business perform time-consuming preliminary measures to secure a prospect, painstakingly matching criteria, business objectives, contact information, location, and more.


It doesn’t have to be so hard. LeO facilitates producers’ hunt for commercial prospects by significantly reducing this investment of time. Where finding prospects once took hours, LeO’s technology matches your current book of business to over 40 million commercial prospects within seconds.



By compressing time and accelerating results, LeO acts as the automated stand-in for producers. This removed step of commercial prospect research allows for more time to sell products, and effectively improves your business operations.


With LeO, you can access millions of commercial prospects based on your current book of business. LeO’s AI engine automates the creation of prospect lists by introducing producers to prospects that meet their personalized criteria via specifications like SIC, NAIC, Geographic Area, Employee Size, as well as Recommended Coverage types. And it couldn’t be easier to use. Simply pick up your phone and use your voice or text to ask LeO “show me prospects relevant to me”, and LeO will return the data within seconds.


Time is money, and LeO sets the stage for producers to capitalize on its technology’s rapid results, empowering agents to reach their full potential. While you’re out there meeting with clients and growing your business, LeO is hard at work behind the scenes, automatically notifying you of renewals, x-dates, and building referral lists to keep your business growing.


Save your time for direct interactions with your clients and prospects and let LeO do the rest of the work for you. LeO’s personal AI sales wizard seamlessly interfaces with agency management systems and third-party data sources to give insurance agents easy access to information about existing and potential customers and business opportunities, facilitating the lead generation process and giving you time back to make the sale.



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