“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

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LeO helps

fearless P&C brokers

focused benefits advisors

bold nonprofit experts

to win more business.

Discover Opportunities. Build a Pipeline. Close Deals.

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Potential clients exported by LeO users in 2024

0%

Returns with the LeO platform

1-1

The policies most users sell
using LeO in the first 3 months

Uncover pension and benefits gaps. Step in with a plan.

Benefits Prospecting

Master any commercial P&C prospecting, and go big.

P&C Prospecting

Advanced Filters

Find leads by using +150 advanced filters that focus on anything from location, industry and company size to specific compliance issues, insurance intel, x-dates and risk indictors.

Ideal Timing

Use our comprehensive renewal date database to schedule meetings at the perfect time - positioning you for greater business success.

Optimal Outreach

Enjoy flexible outreach methods, including AI context aware email personalization, push-to-CRM and export-to-CSV, that easily fill your calendar with future clients.