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.

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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

MCPInsurance intelligence

Sales signals
Account insights
Key contacts

Your custom workflows

Find your fit. Build your pipeline.

Prospect research → prioritized accounts → CRM

Turn a signal into a next step.

Sales signal → tailored outreach → follow-up

Zapier

Put account intelligence to work.

Account insights → team handoff → agency systems

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

Data available through the connector

Your assistant can search LeO's insurance records directly. Ask a follow-up question to narrow the results or look into an account.

Predicted renewal dates

AI X-dates on General Liability and Commercial Auto, plus Workers’ Comp renewal timing.

Form 5500 filings

Search welfare and pension filings separately by plan design, carrier, participants, and signatories.

Benefits red flags

38 scored flags across financial health, compliance and fiduciary exposure.

DOT / FMCSA records

Full SMS safety record, VINs, plates and violations that update at the click.

Transportation triggers

29 fleet, safety, segment and authority signals on every trucking account.

IRS Form 990 financials

Revenue, expenses, assets and net income, trended by year, plus NTEE code targeting.

OSHA violation history

Current and prior inspections, with the citation detail behind each one.

Account talking points

Questions and outreach suggestions based on the records for each account.

Example request

Set up a daily prospecting routine.

Describe the accounts to find, the records to check, and what to do with the results. A routine can include research, email drafts, and updates to a connected CRM.

# Ask your agent, in plain language
Every morning, find intrastate trucking companies
with a renewal in the next 90 days,
check DOT triggers and OSHA history,
write each one a personal note,
and log it to the CRM.

# Example workflow with a connected CRM

Ways producers use the connector

Pre-meeting prep

Summarize the account records before a meeting.

Daily outreach

Find prospects that match your criteria and draft outreach from their account data.

Territory management

Review account changes by geography, class code, or carrier.

Benefits analysis

Read a 5500 and its audit, then rank the plans worth a call.

Trucking prospecting

Find transportation businesses to prospect by fleet, safety, and operating authority changes.

Recurring reporting

Repeat a search on a schedule and prepare the results for your team.

Connect your assistant

1

Authenticate

Sign in with the LeO credentials you already have.
2

Add the connector

Point your AI assistant at LeO over MCP.
3

Describe what you want

Ask for the accounts or information you need. Your assistant uses the connected LeO tools.