LeO

Employee Benefits Intelligence

Walk in knowing the plan better than the incumbent broker.

Grow your benefits book through consistent, proactive prospecting, alongside referrals. Discover U.S. employers that fit your practice, explore new niches, and use AI-powered plan insights to prioritize opportunities. Reach the right decision-makers with relevant talking points, so each outreach starts with a reason to talk.

View pricing Book a demo

Form 5500 research

  • Search each side of the 5500 separately. Query 401(k)/pension and health & welfare filings independently.
  • Find groups under 100 participants. Filter benefit filings by participant count to find smaller groups.
  • Search new signatories. See when the person signing the filing has changed.
  • Compare filing years. Track changes in participants, signatories, carriers, and brokers.

Find employers that fit your market

  • Plan health & red flags. High or unusual broker fees, late filings, bond issues, and declining participation.
  • Broker & carrier of record. See who holds the plan; target frequent-change accounts.
  • 150+ advanced filters. Participants, plan type, industry, geography, and compliance history.
  • Service provider search. Find employer plans by their existing carriers, brokers, and service firms, using provider names, codes, and commissions paid.

Plan red flags in LeO

LeO plan red flags with priority ratings, recommended approaches, and prospecting value. Company names have been blurred.

Use this data in your prospecting

  1. 1

    Find the decision makers

    Find directors, officers, and signatories connected to the account.

  2. 2

    AI talking points

    LeO searches the data set for red flags and talking points, ranked high, medium and low.

  3. 3

    Benchmark the fees

    Surface plans paying high or misaligned commissions.

  4. 4

    Own a niche

    Cross-reference plan data across a vertical, plus 990, WC, and more.

Build a consistent new-business pipeline across your markets. Use fresh insights to revisit target accounts, prioritize your next opportunity, and tailor outreach as business needs change.

  • Commercial

    • Find local businesses or build a focused niche.
    • Time outreach around upcoming renewals.
    • Turn account insights into relevant conversations.

  • Benefits

    • Find employers that fit your benefits expertise.
    • Spot reasons to start a plan-review conversation.
    • Reach decision-makers with a tailored approach.

  • Pension & 401(k)

    • Focus on plans that match your advisory practice.
    • Identify opportunities for a fresh review.
    • Start informed conversations with plan sponsors.

  • Transportation

    • Find trucking companies that fit your appetite.
    • Use changing business signals to prioritize outreach.
    • Bring relevant context to your next conversation.

  • 990 Nonprofits

    • Discover organizations in the communities you serve.
    • Understand their needs before reaching out.
    • Connect with leaders around a relevant insurance conversation.

Research the account across lines of business.

Keep your next opportunity moving. Use LeO's Outreach AI Agent for tailored outreach, export data into your sales process, or build repeatable workflows with MCP. Spend less time moving information and more time developing your book of business.

View pricing Book a demo
Having a partner like LeO to help me grow my list of prospects is so helpful. LeO is committed to building out useful tools that help me build my marketing list, contact prospects that fit my niche, and grow my business.
Bill Butler, CIC, CIS, CWCA Butler & Associates Insurance Agency