LeO AI Prospecting Assistant by LeO

LeO AI Prospecting Assistant

Joined May 2022 | Last Updated February 2026

LeO is an AI-powered insurance intelligence platform built for modern producers. With deep coverage across P&C, Benefits, Wealth, and Non-Profit sectors, LeO’s GenAI outreach accelerates growth by enabling smarter prospecting, richer insights, and faster execution.

Features & Quick Stats

Key Features

  • X Dates, Contact, Carrier, Broker
  • Commission, Violations, VIN#, Red flags
  • CL, EB, Wealth management
  • Non-profit, DOT, OSHA

Core Business

Giving brokers access to 25M business, including insurance, business and contact data on CL, EB, Non-Profit, DOT and Wealth Management. Data includes X dates, carrier, broker, commissions, and more. LeO utilizes AI for outreach and lead generation.

 

How LeO AI Prospecting Assistant Helps Independent Agents & Brokers

LeO turns agents into insurance advisors with unparalleled data on 25M businesses—so you know who to contact and when to reach out. LeO’s GenAI outreach then does the heavy lifting, automatically generating personalized emails using each prospect’s exact data.

 

Integrations

AI Capabilities

Gen AI and Machine Learning

Certifications & Awards

Important company certifications: HIPAA

Subscriber Deals

15% off first year