AI-powered sales signals behind your next client.

Ask LeO Commercial

Trucking companies in Texas with growing fleets

Example 01 / 4

Use your search results

  • Outreach with LeO's AI Agent
  • Save to your CRM
  • Enrich with LeO's API
  • Build workflows with LeO's MCP
  • Export your data
  • Manage in LeO's pipeline

Example actions for each search.

Example next steps: Outreach with LeO's AI Agent, Save to your CRM, Manage in LeO's pipeline.

Businesses and branch locations
Data sources
Advanced filters
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Turn market intelligence into a steady stream of new business

Referrals matter. Your growth shouldn't depend on them alone. LeO helps insurance brokerages grow their book of business with a proactive, repeatable approach: discover the right accounts, explore new markets, and reach decision-makers with a relevant reason to talk. Easy search, the Outreach AI Agent, data exports, and MCP workflows reduce manual work, so prospecting can become a consistent part of your agency's week.

Built for your market

Your market.
Your prospecting strategy.

Take more control of where your next opportunity comes from. Explore new niches, revisit target accounts with fresh insights, and use AI-powered sales signals to decide who to approach next. Build a prospecting routine around your market and growth goals.

Commercial

Find your niche. Know when to make your move.

Build a prospecting strategy around the businesses you want to write. Spot renewal opportunities and risk red flags, then reach owners and insurance decision-makers with a relevant reason to talk.

  • Niche prospecting
  • Renewal opportunities
  • Decision-maker contacts
Explore Commercial

Employee Benefits

Give the right employer a reason to talk.

Find employers that fit your benefits practice. Use sales insights to spot changing needs and opportunities to offer more value, then connect with the people who influence benefits decisions.

  • Employer targeting
  • Changing needs
  • Benefits decision-makers
Explore Employee Benefits

Nonprofits

Build a specialty around the missions you serve.

Discover organizations that match your nonprofit expertise. Surface growth signals and financial red flags, understand their priorities, and reach the leaders behind insurance decisions.

  • Mission-led targeting
  • Growth & risk signals
  • Leadership contacts
Explore Nonprofits

Transportation

Turn fleet changes into new conversations.

Target transportation businesses that fit your appetite. Identify expansion opportunities and safety red flags, then reach the right contacts with outreach grounded in what is changing in their business.

  • Appetite matching
  • Expansion signals
  • Relevant contacts
Explore Transportation

Your environment. Your tools. Your workflows.

Build endless AI custom workflows with LeO's MCP.

For agencies whose strategy doesn't fit a template. Bring LeO's insurance intelligence, sales signals, and key contacts into custom AI workflows built around your systems and sales stack.

Make prospecting a repeatable part of your week. Connect discovery, account research, and tailored outreach in your own workflows, with less manual work between finding an opportunity and acting on it.

Explore LeO's MCP
One intelligence source. Countless ways to use it.Example workflows

Your AI workspace

ChatGPTResearch your next market
ClaudeBuild your sales playbook
CopilotBring insights into your work
LeO MCPInsurance intelligence
  • Sales signals
  • Account insights
  • Key contacts

Your custom workflows

Find your fit. Build your pipeline.

Prospect research → prioritized accounts → CRM

Salesforce
AgencyZoom
HubSpot

Turn a signal into a next step.

Sales signal → tailored outreach → follow-up

Zapier Zapier
Make

Put account intelligence to work.

Account insights → team handoff → agency systems

Vertafore
Applied Systems
Momentum AMS
Designed around your stack, including other CRM, AMS, and automation tools. Examples are illustrative; connections depend on your tools, permissions, and configuration.