LeO

Commercial Intelligence

Work every commercial renewal before the incumbent does.

Build your commercial book with a repeatable prospecting strategy, not referrals alone. Explore 25M+ U.S. businesses and branch locations, from local businesses to mid-market and large accounts. Prospect at scale or develop a niche, find the right decision-makers, and time tailored outreach around Workers’ Comp, General Liability, Commercial Auto, and other coverage renewals.

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Discover new business opportunities that match your prospecting strategy.

  • Firm business intelligence
  • Key decision-makers
  • Location & local businesses
  • Industry & niche markets
  • Employees & revenue
  • Sales triggers
  • Renewals
  • Workers’ Comp
  • Transportation & fleet data
  • OSHA violations
  • Carriers, Brokerages, Service providers
  • 150+ search criteria

Cross-data search

Ask for the account you actually want

Describe your ideal accounts in your own words. Combine renewal, fleet, employee, and inspection criteria to explore a new niche or keep building your target list, with less manual research.

LeO AI Search Companion: describe businesses in plain English, with example searches for growing trucking fleets, upcoming Workers’ Comp renewals, and food manufacturers by employee count.

Carrier, broker, and renewal history

SummaryContacts5500DOTOSHAWorker's Comp990 Nonprofits My Notes

Worker's Compensation

EffectiveRenewalCarrier NameBrokerage NameEmployer AddressPolicyCancellation
03-01-2026 03-01-2027 ABC MUTUAL INS CO XYZ INSURANCE PARTNERS LLC PO BOX 1000, SPRINGFIELD, PA 2026-0004821 -
03-01-2025 03-01-2026 ABC MUTUAL INS CO XYZ INSURANCE PARTNERS LLC PO BOX 1000, SPRINGFIELD, PA 2025-0004821 03-01-2026
03-01-2024 03-01-2025 ABC MUTUAL INS CO ACME BROKERAGE GROUP PO BOX 1000, SPRINGFIELD, PA 2024-0004821 03-01-2025
03-01-2023 03-01-2024 ABC MUTUAL INS CO ACME BROKERAGE GROUP PO BOX 1000, SPRINGFIELD, PA 2023-0004821 03-01-2024
03-01-2022 03-01-2023 ABC MUTUAL INS CO ACME BROKERAGE GROUP PO BOX 1000, SPRINGFIELD, PA 2022-0004821 03-01-2023

Write outreach from what you know about the account.

The right account is only the start. LeO’s contact-enrichment pipeline is built around the people commercial insurance brokers need to reach, with fresh details to support your next conversation.

Relevant people
Find CEOs, CFOs, owners, finance managers, and other decision-makers involved in insurance.
Fresh, verified details
LeO refreshes contacts in real time and verifies email addresses with leading verification vendors.
More ways to connect
Request direct phone enrichment on demand, or use enriched contacts in LeO’s Outreach AI Agent and through MCP or API.

Use this data in your prospecting

  1. 1

    Outreach automation

    Use the Outreach AI Agent to turn target lists into tailored outreach from your email, with less manual work each time.

  2. 2

    Pinpoint your niche

    Use your industry expertise across 150+ search criteria to work the market of your choice.

  3. 3

    Create a high-value search

    Find the top-tier accounts in any list, and separate them out by value.

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.

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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