Guides: Marketing & Sales
Joined May 2022 | Last Updated August 2024
LeO is a Personal AI Sales Assistant for insurance agents & brokers, making sales information personalized and instantly available.
Features & Quick Stats
How LeO Helps Independent Agents/Brokers: LeO is the Insurance Industries first Producer tool using Artificial Intelligence (AI) allowing Producers to match their current book to over 40 million businesses, create a target list with information like, Account Name, Contact, Revenue size, Employee size and needed coverage types. Producers will also be able to increase Revenue per Relationship in their current book of business. LeO will guide the producer to form a business plan based on individual and team selling trends. LeO brings the data to the producer on the devise of their choosing, they can retrieve data using voice commands or simply touch the screen for a report or searches already saved by the producer. LeO has created technology suited for the producer’s persona, leading to high user adoption.
Integrations: AMS (API) or Data Lakes coming soon with traditional CRM and Marketing tools
Partnerships: Acord, Vertafore
Certifications/Awards: Orange Partner with Vertafore, Top 10 Insurtech Leaders 2020 (Acord), HIPAA Compliant
Exclusive Catalyit Deal: Yes
Key Features:
- Firmographics
- Contact Details
- Insurance Intelligence
- Smart Filtering
- X-Date AI Predictions
Website: meetleo.com
Contact: [email protected]
Headquarters: San Jose, CA
Number of Employees: 15
Area of Operations: United States
Need 1:1 Help?
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