LeO

AI-powered prospecting and sales intelligence platform for commercial insurance agents and brokers

Distribution & Sales Growth Seed

Overview

LeO is a distribution and sales intelligence platform serving commercial insurance agents, brokers, and benefits advisors in the P&C and group benefits markets. The platform uses AI to identify prospects, surface pre-meeting intelligence, and automate outreach for agencies selling commercial lines.

The platform integrates with agency management systems, including a partnership with Vertafore, and provides data-rich lead generation using over 150 filters covering location, industry, compliance records, x-dates, and risk indicators. Agents access the system via desktop, mobile, or a text/voice query interface. Key capabilities include CRM push, CSV export, email personalization, and renewal date tracking.

Founded in 2017 by Liri Halperin Segal, LeO reports over 1,000 agencies as active users. The company raised a USD 5M seed round in November 2021 led by iAngels and Menara Ventures, with total funding reported at USD 8M across multiple rounds.

Products & Services

P&C Prospecting

Commercial property & casualty lead generation using 150+ advanced filters including location, industry, compliance issues, x-dates, risk indicators, Workers Comp, DOT, and OSHA data points. Delivers data-rich prospect profiles pre-loaded with key information for targeted outreach.

Key Features

150+ filter criteria for targeted commercial P&C prospecting
Pre-meeting intelligence bundled with each prospect record
Renewal date database for timely outreach
CSV export and CRM push integrations

Target Users: Commercial P&C agents and agencies

Benefits Prospecting

Identifies pension and benefits coverage gaps for targeted outreach to benefits advisors and benefits-focused agencies.

Key Features

Coverage gap identification for employee benefits
Targeted outreach data for benefits-focused agencies
Integration with agency management systems

Target Users: Benefits advisors and benefits agencies

Core Platform

AI-driven workflow layer that connects prospecting, scheduling, and outreach across the LeO platform.

Key Features

AI-driven email personalization
CRM integration and push capabilities
Text and voice query interface (conversational access)
Pre-meeting intelligence analysis
Mobile and desktop compatibility

Target Users: Commercial insurance agents and brokers

At a Glance

Founded: 2017
Headquarters: New York, USA
Employees: 51-200
Funding: Seed

Category & Focus

Category: Distribution & Sales
Subcategories: Lead Generation Prospecting Sales Intelligence Agency Management
Insurance Verticals: P&C Commercial Group Benefits
Target Customers: Agents/Agencies, Brokers