LeO

LeO is an AI-powered sales assistant designed specifically for commercial insurance agents, P&C brokers, benefits advisors, and nonprofit experts. It simplifies prospecting by delivering data-rich leads with real-time firmographics, verified contacts, and insurance insights like renewal dates and risk indicators. Users can easily find, qualify, and connect with prospects to build pipelines and close deals faster, all without guesswork or outdated lists.​

Key Features

• Advanced filters with over 150 options to target leads by location, industry, company size, compliance issues, X-dates, and risks.​
• AI-driven renewal predictions for General Liability and Commercial Auto with 90% accuracy, plus ideal outreach timing using a comprehensive database.​
• GenAI-powered personalized emails, CRM push (Salesforce, AgencyZoom), CSV exports, and "My Network" to scan email signatures for hidden leads.​
• Pre-meeting intelligence to spot coverage gaps and prepare winning plans.​

Use Cases

• P&C prospecting to master commercial lines and target businesses ready for renewal.​
• Benefits prospecting to uncover pension gaps and offer tailored plans.​
• Building sales pipelines for growth-minded agencies with verified, niche-fit prospects.