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[PLAN TITLE]

$0

$

 - 

/month

Save 40%! $832 annually billed

[renew type]

Start 14 days free trial

or

Schedule a Demo

[PLAN includes]

[FEATURE]

[tooltip]

All Included! P&C, Nonprofits and Benefits Prospecting

[PLAN TITLE]

$0

$

 - 

/month

[PLAN BILLING TYPE]

[renew type]

Start 14 days free trial

or

Schedule a Demo

[PLAN includes]

[FEATURE]

[tooltip]

All Included! P&C, Nonprofits and Benefits Prospecting

[PLAN TITLE]

$0

$

 - 

/month

[PLAN BILLING TYPE]

[renew type]

Start 14 days free trial

or

Schedule a Demo

[PLAN includes]

[FEATURE]

[tooltip]

All Included! P&C, Nonprofits and Benefits Prospecting

Pay yearly (40% off)

Pay monthly

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The perfect pricing plans, for your prospecting needs

Need an Enterprise solution? Get in touch with Sales

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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.

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Ideal Timing

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

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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.

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Pre-Meeting Planning

Prepare for sales meetings by using LeO's intelligence to identify weaknesses and risks in current coverages, and come up with alternative plans.

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

P&C Prospecting
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Uncover pension and benefits gaps. Step in with a plan.

Benefits Prospecting

Discover Opportunities. Build a Pipeline. Close Deals.

0%

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

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“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

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"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

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"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

Optimize your prospecting outreach,
just in time for renewals.

Start Free Trial
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Use AI to generate data-rich prospects.

Schedule perfectly timed meetings with key decision-makers. Welcome to the era of easy.

Start Free Trial

LeO helps

fearless P&C brokers

focused benefits advisors

bold nonprofit experts

win more business.

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