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Leo is a personal sales growth tool for insurance agents.


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Leo is a leading brand that provides a personal sales growth tool specifically designed for insurance agents. With Leo, insurance agents can drive new business, identify their sweet spot, and focus their efforts on success. As a personal AI sales assistant, Leo offers personalized sales intelligence to supercharge the expertise of insurance agents and brokers. By using Leo, insurance professionals can transform their prospecting game through timely insurance insights, seamless CRM and AMS integrations, and persuasive reasons to call for faster deal closures.

Onboarding with Leo is quick and easy, allowing agents to access a wealth of information on the go. Leo unlocks 40 million prospects enhanced with contact details, renewal dates, worker's comp insights, OSHA information, 5500 pension and welfare details, Department of Transportation data, benchmarking trends, analytics, and more for informed decision-making. In addition, Leo simplifies cross-selling by generating detailed reports and offering recommendations based on similar accounts. Trusted by great agencies and partners, Leo helps boost productivity by automating prospecting and providing easy access to valuable data.

Whether it's finding leads, identifying prospects, or increasing cross-selling opportunities, Leo empowers insurance agents to achieve their full potential. Contact Leo today to experience the benefits of their personalized sales intelligence.


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