See the whole risk
Data across Commercial, benefits, pension, transportation and nonprofits means you spot the exposures the last broker missed - and lead with insight, not a quote.
AI-powered sales signals behind your next client.
Ask LeO
Commercial
Trucking companies in Texas with growing fleets
Example 01 / 4
Use your search results
- Outreach with LeO's AI Agent
- Save to your CRM
- Enrich with LeO's API
- Build workflows with LeO's MCP
- Export your data
- Manage in LeO's pipeline
Example actions for each search.
Example next steps: Outreach with LeO's AI Agent, Save to your CRM, Manage in LeO's pipeline.
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0 Data sources
0+ Advanced filters
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Trusted by +1,000 insurance agencies, carriers and vendors
Having a partner like LeO to help me grow my list of prospects is so helpful. LeO is committed to building out useful tools that help me build my marketing list, contact prospects that fit my niche, and grow my business.
Bill Butler, CIC, CIS, CWCA Butler & Associates 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. Growth-minded agencies that want to write more business need to be utilizing LeO. It's helped our agency go to the next level.
Chris Paradiso Company Owner, Paradiso Insurance LeO is helping me solve the problem of inconsistent and disorganized lead flow. It's taken the guesswork out of lead management and helped me respond faster, stay organized, and close more deals.
Serena Miranda Life Insurance Agent, Networth Insurance Services Using LeO has been a game-changer in how I prospect and strategize for commercial clients. It's intuitive and purpose-built for insurance professionals. I can pull targeted lists by NAICS code, revenue, mod factors, and it delivers leads that make sense.
Joshua Biggs President, The Joshua Biggs Agency From filtering your desired target prospect to analyzing 5500 forms and updated contact information, to sending AI-assisted emails from within the tool. It's cutting edge. No one has come close to it.
Julio (Ricky) Gonzalez, RMIP™ Council Member, GLG Turn market intelligence into a steady stream of new business
Referrals matter. Your growth shouldn't depend on them alone. LeO helps insurance brokerages grow their book of business with a proactive, repeatable approach: discover the right accounts, explore new markets, and reach decision-makers with a relevant reason to talk. Easy search, the Outreach AI Agent, data exports, and MCP workflows reduce manual work, so prospecting can become a consistent part of your agency's week.
Built for your market
Your market.
Your prospecting strategy.
Commercial
Find your niche. Know when to make your move.
Build a prospecting strategy around the businesses you want to write. Spot renewal opportunities and risk red flags, then reach owners and insurance decision-makers with a relevant reason to talk.
- Niche prospecting
- Renewal opportunities
- Decision-maker contacts
Employee Benefits
Give the right employer a reason to talk.
Find employers that fit your benefits practice. Use sales insights to spot changing needs and opportunities to offer more value, then connect with the people who influence benefits decisions.
- Employer targeting
- Changing needs
- Benefits decision-makers
Nonprofits
Build a specialty around the missions you serve.
Discover organizations that match your nonprofit expertise. Surface growth signals and financial red flags, understand their priorities, and reach the leaders behind insurance decisions.
- Mission-led targeting
- Growth & risk signals
- Leadership contacts
Transportation
Turn fleet changes into new conversations.
Target transportation businesses that fit your appetite. Identify expansion opportunities and safety red flags, then reach the right contacts with outreach grounded in what is changing in their business.
- Appetite matching
- Expansion signals
- Relevant contacts
Your environment. Your tools. Your workflows.
Build endless AI custom workflows with LeO's MCP.
For agencies whose strategy doesn't fit a template. Bring LeO's insurance intelligence, sales signals, and key contacts into custom AI workflows built around your systems and sales stack.
Make prospecting a repeatable part of your week. Connect discovery, account research, and tailored outreach in your own workflows, with less manual work between finding an opportunity and acting on it.
Explore LeO's MCPOne intelligence source. Countless ways to use it.Example workflows
Your AI workspace
ChatGPTResearch your next market
ClaudeBuild your sales playbook
CopilotBring insights into your work
MCPInsurance intelligence - Sales signals
- Account insights
- Key contacts
Your custom workflows
Find your fit. Build your pipeline.
Prospect research → prioritized accounts → CRM
Turn a signal into a next step.
Sales signal → tailored outreach → follow-up
Zapier 
Put account intelligence to work.
Account insights → team handoff → agency systems
From agent to advisor
Become the risk advisor businesses want to work with
Anyone can quote a policy. The brokers who win walk in already understanding the client's exposures - and bring the whole book of risk to the table. LeO's depth of data is what sets you apart.
Cross-sell your book
One unified account view surfaces the next line of business to write. Turn a single policy into a full, multi-line relationship - and defend every renewal.
Lead with advice
AI red flags and talking points let you open with expertise. You show up as the advisor businesses trust - not another agent chasing a renewal.
The modern broker's advantage
More data. Deeper relationships. A book that compounds.
When you know more than anyone else at the table, you stop competing on price and start winning on trust.