Point of Contact:  Scott Angell , VP Sales

IAOA Exclusive Discount: Waive setups and training costs

LeO matches the producer’s book of business with 40 million commercial business within the US, bringing over account information like, revenue, number of employees, address, SIC/NIAC and contact information, title, phone, email, and LinkedIn information when applicable.
LeO then enhances the data with industry specific information like, X-Dates, DOT, OSHA, 5500, relevant lines of coverage, matching the prospect to the producers’ customers ensuring market and book threshold acceptance.
LeO also works as an AI assistant to the producer, alerting the producer on potential cross selling opportunities along with Win backs and a one touch referrals.
Leo’s biggest differentiator, the producer doesn’t have to type data into LeO, LeO simply produces the information request either by voice commands or “tapping” on the screen