A personal AI sales assistant for insurance agents and brokers, making sales information personalized and instantly available.

Our partnership

LeO's AI engine integration with AMS360/Sagitta helps Vertafore agents mine their book of business. Find opportunities to grow your agency by combining customer data with over 40 million small and large business prospects through voice to text on their mobile devices within seconds.

leO + Vertafore logos

The First-Ever Personal AI Sales Assistant for Insurance Agents

LeO AI Sales Assistant for Insurance Agents

LeO was founded on the principle of increasing the profitability of the insurance producers  efforts, through cross selling or prospecting.  Leo’s proprietary AI platform using Machine learning matches your current book of business to millions of business data points, customized to meet your growth strategies within seconds.

With LeO’s integrated intelligence platform it’s time to empower your producer with speed to market, with a platform that producers have embraced, say goodbye to the time consuming and costly prospecting and cross selling workflows of the past.

Finding leads is easy finding prospects is harder, finding qualified business that match the most profitable accounts in your book of business takes LeO.


Like Chatting with a Friend

Using LeO is as simple as talking or texting with your friends, LeO users are up and running in minutes, with seamless integration to your Book of Business.

LeO chatting with a friend

Vertafore customers have access to the industry’s first sales AI engine, empowering your team like never before!


LeO automates producers’ prospecting activities with relevant and valuable data at their fingertips using voice to text on their mobile devices within seconds.
  • You

    Talk or type into your phone: “Show me prospects in zip code 80202 that are similar to my top customer”

  • LeO

    Brings the prospect name - address & map - sales volume – website - number of employees - contact person - phone number AND relevant coverage types for the account.

Cross sell

LeO brings your book of business to the device of your choice and produces results in seconds.
  • You

    Talk or type into your phone: “Who should I Cross Sell?”

  • LeO

    Will show you clients you should attempt to cross sell, ordered by low number of coverages and high premium volume per client.

Leadership / Manage Productivity

LeO will give you insight into your team and give you relevant data to optimize your agency's performance.
  • You

    Work from your desktop, entering queries from your keyboard.

  • LeO

    Will show you Producer summary – top sellers – top LOB’s – total sales –key niches – sales by carrier and more.

LeO offers many more queries, all by simply asking voice or text-based questions in your own natural language – no special vocabulary or database skills needed!