Leo chatbot
AI-powered prospecting and sales automation for commercial insurance agents
Overview
LeO is a distribution and sales platform for commercial insurance agents, brokers, and benefits advisors. The platform provides AI-assisted prospect discovery, lead management, and outreach automation across the P&C and group benefits verticals. Founded in 2017 by Enon Landenberg and Liri Halperin, the company is headquartered in Israel and serves the US commercial insurance market primarily.
The platform combines a database of over 25 million business prospects with filtering tools covering location, industry, company size, x-dates, risk indicators, and compliance data. Agents use LeO to identify renewal opportunities and build targeted prospect lists, then execute personalized email outreach through built-in AI-driven messaging tools. Integration with Vertafore AgencyZoom allows verified lead data to flow directly into agency management workflows.
LeO serves over 1,000 commercial insurance agencies and reported approximately 147 employees as of early 2026. The company raised USD 6.6M in total disclosed funding through a pre-seed round in May 2021 and a USD 5M seed round in November 2021, with backing from iAngels, Menara Ventures, and Unicorn Technologies. Additional support from the Israel Innovation Authority was also reported.
Products & Services
P&C Prospecting
Prospect discovery tool for property and casualty insurance agents using over 150 data filters. Agents can search by business location, industry, company size, x-dates, compliance issues, and risk indicators to build targeted renewal-aware prospect lists.
Key Features
- 150+ filtering dimensions including x-dates and risk indicators
- Renewal date intelligence for timing outreach to expiration windows
- Pre-meeting intelligence with coverage analysis for client preparation
Target Users: Commercial P&C agents and agencies
Benefits Prospecting
Benefits-focused prospecting module targeting pension and employee benefits advisors. Surfaces coverage gaps and opportunities within employee benefits and nonprofit insurance sectors.
Key Features
- Pension and benefits gap analysis
- Targeted filtering for benefits-specific buyer profiles
- Opportunity identification across employee benefits planning
Target Users: Benefits advisors, nonprofit insurance experts
Lead Management and CRM Integration
Outreach and lead workflow tools that connect prospect data to agency management systems. Includes AI-generated email personalization, scheduling tools, and direct integration with Vertafore AgencyZoom.
Key Features
- AI-driven personalized email outreach
- Push-to-Vertafore AgencyZoom integration
- CSV export and CRM push capabilities
- Meeting scheduling and follow-up automation
Target Users: Commercial insurance agents and agencies
Intelligence Platform
A data layer providing renewal dates, risk assessments, and pre-meeting preparation resources for insurance advisors to use in client-facing interactions.
Key Features
- Renewal date database
- Risk assessment tools
- Coverage analysis and risk identification for pre-meeting prep
Target Users: Commercial agents and brokers
At a Glance
- Founded
- 2017
- Headquarters
- Israel
- Employees
- 51-200
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Prospecting Lead Generation Sales Automation CRM Integration
- Insurance Verticals
- P&C Commercial Group Benefits
- Target Customers
- Agents/Agencies, Brokers
Customers
- Butler and Associates Insurance Agency
- 1,000+ commercial insurance agencies (self-reported)
- Global insurance carriers (multiple, unnamed)
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Last updated: 2026-05-17