# leO Reviews **Vendor:** LeO **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.6/5.0 **Total Reviews:** 33 ## About leO LeO is an AI-driven sales platform designed specifically for commercial insurance agents, aiming to streamline lead generation and client management processes. By integrating advanced machine learning algorithms, LeO analyzes an agent's existing book of business and matches it with a vast database of over 40 million commercial prospects. This enables agents to identify and engage with high-quality leads tailored to their specific needs and preferences, significantly reducing the time spent on prospecting and allowing more focus on closing deals. Key Features and Functionality: - Advanced Filtering: Utilize over 150 filters to pinpoint leads based on location, industry, company size, compliance issues, insurance intelligence, renewal dates, and risk indicators. - Optimal Timing: Access a comprehensive renewal date database to schedule meetings at the most opportune moments, enhancing the likelihood of successful engagements. - Efficient Outreach: Employ AI-powered tools for personalized email campaigns, seamless CRM integration, and easy export of prospect lists, ensuring a streamlined workflow. - Pre-Meeting Preparation: Leverage LeO's intelligence to identify weaknesses and risks in current coverages, enabling the development of tailored alternative plans for potential clients. Primary Value and Solutions Provided: LeO addresses the common challenges faced by insurance agents, such as inconsistent and disorganized lead flow, by offering a centralized platform that simplifies lead capture, tracking, and follow-up. By automating the prospecting process and providing actionable insights, LeO empowers agents to respond faster, stay organized, and ultimately close more deals. The platform's AI-driven approach ensures smarter engagement, faster responses, and higher conversion rates, allowing agents to focus on revenue-generating tasks and achieve significant business growth. ## leO Pros & Cons **What users like:** - Users praise leO for its **user-friendly interface** , noting quick and accurate responses to their inquiries. (1 reviews) - Users value the **fast and accurate responses** from leO, complemented by its user-friendly interface. (1 reviews) - Users appreciate the **great and intuitive UI** of leO, finding it easy to use and responsive. (1 reviews) ## leO Reviews ### 1. Growing My Book Of Business With Leo **Rating:** 5.0/5.0 stars **Reviewed by:** Cal N. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2025 **What do you like best about leO?** I love the company contacts information for each lead. I also love that Leo syncs with Agency Zoom. **What do you dislike about leO?** I see no downside of utilizing Leo other than duplicate leads on occasion. **What problems is leO solving and how is that benefiting you?** As an independent commercial P&C agent, one of my biggest challenges has always been consistently identifying qualified business leads that match my niche focus without wasting hours on cold outreach or bad data. Leo is solving that problem by delivering targeted commercial leads that align with the industries I specialize in, like contractors, wholesale distributors, and allied healthcare providers. It's not just a name and number. Leo is curated info on businesses that are more likely to need insurance help now or in the near future. The biggest benefits for me: It’s like having a full-time lead scout working in the background, which frees me up to focus on quoting, selling, and servicing. More efficiency: I’m spending less time chasing unqualified prospects and more time actually having conversations that lead to policies. Better targeting: Leo aligns with my niche strategy, which means I’m getting in front of the right business owners. Faster growth: I’ve seen a noticeable boost in pipeline activity without burning myself out doing all the prospecting manually. ### 2. Efficient Lead Management That Drives Results **Rating:** 5.0/5.0 stars **Reviewed by:** Serena M. | Life Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** LeO has made a noticeable impact on how I run my businesses. I wear a lot of hats as an insurance broker and this platform helps streamline internal communication and boost team engagement in a way that feels personal, not robotic. What stands out the most is how user-friendly it is. I didn’t need hours of onboarding to understand how to use it, and the features are actually useful. Also, I appreciate how open the LeO team is to feedback and how committed they are to improving the platform. Also, I’ve been using LeO for lead generation, and it’s been a solid addition to my business toolkit. The quality of the leads and the ease of tracking them through the platform has helped me stay organized and close deals faster. It’s efficient, intuitive, and truly supports my client outreach process. **What do you dislike about leO?** There are a few areas where I’d love to see continued development. Sometimes the integrations feel limited I’d love to see more flexibility or deeper connections with other platforms I already use. It’s not a dealbreaker, but it would take the experience from great to truly exceptional. **What problems is leO solving and how is that benefiting you?** LeO is helping me solve the problem of inconsistent and disorganized lead flow. LeO makes it easy to capture, track, and follow up all in one place. It’s taken the guesswork out of lead management and helped me respond faster, stay organized, and ultimately close more deals. The platform saves me time and keeps me focused on revenue-generating tasks. ### 3. LeO Makes Prospecting easier and faster **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Using LeO has been a game-changer in how I prospect and strategize for commercial clients. What I like most is how intuitive and purpose-built it feels for insurance professionals. I can pull targeted business lists based on NAICS codes, revenue, mod factors—you name it—and it actually delivers leads that make sense. The ability to cross-sell and uncover underinsured risks is especially helpful when I’m pushing for retention or organic growth **What do you dislike about leO?** There really aren't any things that I dislike about LeO, at times maybe some of the information is not accurate but it is expected with virtually every software that is out there data mining information regarding businesses. **What problems is leO solving and how is that benefiting you?** Instead of piecing together info from multiple databases, LeO centralizes business intelligence in one place. We are able to customize the type of data we are searching for which saves time and money with organic prospecting growth. We spend less time hunting and more time advising, We are able to tailor out outreach with precision, not just by industry, but by risk profile and coverage needs. It assist in our ability to scale our prospecting without sacrificing quality or personalization. ### 4. Cutting edge prospecting tool with more information than any other tool outhere Ai or not! **Rating:** 5.0/5.0 stars **Reviewed by:** Julio (Ricky) G. | Council Member, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about leO?** From filtering your desired target prospect. to analyzing 5000 forms, the updated contact information, the ability to send AI assisted emails from within the tool, it's just cutting edge no one has even come close to! **What do you dislike about leO?** I am still trying to find one, if anything the 4800 hundred credits you give to an annual subscriber or the 400 a month for the monthly users, yet we understand the reason, because agencies can use the platform for a few months and mine the over 5,000,000 businesses information you guys have access to! **What problems is leO solving and how is that benefiting you?** Prospecting and getting the right contact person for every company! ### 5. Great information to help insurance agents find information on insures. **Rating:** 4.5/5.0 stars **Reviewed by:** michael B. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2025 **What do you like best about leO?** Leo has easy acces to compaines information that require insurance. **What do you dislike about leO?** I think that they can be a little more clearer on what the membership fees are and what they cover. it would save the consumer time as well as the comapnies time trying to explain the coverages **What problems is leO solving and how is that benefiting you?** leo provides a stream line access to businesses information, including policy dates, sic codes and contact info. ### 6. Great product but even better customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Josh A. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** The team behind LeO truly cares about their product. They didn’t just build a powerful tool for gathering business data — they actively seek out user feedback. They’re committed to improving and evolving the platform, and they actually act on suggestions. Feedback doesn’t disappear into a distant “Q4 2028 roadmap”; it leads to real, timely changes. **What do you dislike about leO?** Sometime the data can be out of date - not unusual for this type of service but still annoying **What problems is leO solving and how is that benefiting you?** It helps us identify businesses in targeted industries and provides rich client data upfront, giving our sales team the insights they need before making a call. ### 7. Access to Abundant Information Instantly **Rating:** 4.0/5.0 stars **Reviewed by:** Anita F. | Insurance Agency Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2025 **What do you like best about leO?** It has a lot of information at your fingertips **What do you dislike about leO?** Set email signatures was probably the downside but nothing to do with LEO. The other downside is when looking for specifics, there are sometimes inaccuracies. **What problems is leO solving and how is that benefiting you?** Finding information for different companies in one place ### 8. It’s easy to navigate, mobile-friendly, and provides accurate, up-to-date info. **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda D. | Integrated Risk and Compliance Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about leO?** Easy mobile access and accurate, up-to-date information. **What do you dislike about leO?** The annual credit system is a bit confusing. I wish there were an option to pay a set price for unlimited use. **What problems is leO solving and how is that benefiting you?** Finding accurate, up-to-date leads without having to dig through outdated databases. Accessing prospect information on the go instead of being tied to a desktop. Saving time on research by pulling all relevant company and contact details into one place. Improving sales targeting by helping identify the right decision-makers faster. Centralizing prospect data so you don’t have to juggle multiple tools. ### 9. Easy way to get leads **Rating:** 4.0/5.0 stars **Reviewed by:** Tomas R. | Commercial Lines Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about leO?** What is most helpful about Leo is how many prospects I can download at one time. **What do you dislike about leO?** What is least helpful is that the addresses and emails are sometimes wrong. I also think it would be better if you could do custom filters. Instead of only offering 10 minimum employees and then 50 being the next option you should have either more options or can fill it in. Same thing applies for sales of a company. **What problems is leO solving and how is that benefiting you?** It is getting me thousands of leads much quicker than I ever could. Though sometimes inaccurate it still provides it ### 10. LeO makes prospecting way easier and faster **Rating:** 5.0/5.0 stars **Reviewed by:** Alana S. | Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about leO?** LeO saves so much time when it comes to researching and targeting businesses. The filters are super specific, and the contact info is already verified, which makes outreach more efficient. I also like that it connects to platforms like AgencyZoom. **What do you dislike about leO?** There is nothing that I dislike about leO. **What problems is leO solving and how is that benefiting you?** LeO helps identify X-dates for businesses in the P&C space, which makes prospecting much more targeted. Instead of guessing when a policy is up for renewal, I can reach out at the right time, saving time and improving the chances of booking a meeting or closing a deal. ### 11. Good platform with room for growth **Rating:** 4.0/5.0 stars **Reviewed by:** Mark T. | Client Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about leO?** The platform is very user friendly and it provides multiple data points that are useful for our sales process. **What do you dislike about leO?** Some of the data that we use in california is inaccurate or unavailable. For example, the WCIRB is the rating bureau that governs the workers compensation x-mod in california. Leo is not integrated with WCIRB so the information is either inaccurate or unavailable. This ultimately reduces our call/appointment hit ratio. **What problems is leO solving and how is that benefiting you?** Providing quality commercial insurance leads. ### 12. LeO has been a terrific resource for commercial leads for us! **Rating:** 5.0/5.0 stars **Reviewed by:** Abbey G. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about leO?** LeO has been a terrific resource for commercial leads for us. It is easy to use, and we are able to find quality contacts to call and quote. **What do you dislike about leO?** I don't know of any downsides our team has had with LeO, so far the feedback is great. **What problems is leO solving and how is that benefiting you?** LeO is helping us obtain contacts to prospect for commercial insurance. It is saving us time, as we no longer have to find our own lists, and find accurate emails and date for them. ### 13. Ease of use & Accurate **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan C. | President and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2025 **What do you like best about leO?** How easy it is to use. I am on the best with new software, but I find using LEO to be very easy. I can get exactly what I need to open a new case. **What do you dislike about leO?** the only thing I would add would be under "Contacts", adding a list view. **What problems is leO solving and how is that benefiting you?** leO helps me identify my target market clients in the 401k space. It also gives great insight into company information to help me better position executive benefit planning. ### 14. Game-Changer for Commercial Insurance Prospecting **Rating:** 5.0/5.0 stars **Reviewed by:** Bret F. | Managing Partner, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about leO?** LeO makes prospecting in the commercial space 10× faster. I can filter by industry, size, WC code, renewal dates, and more—then push that data straight into my CRM or email campaigns. The lead quality is solid, and the X-date predictions are accurate enough to time outreach effectively. Their support team is responsive and proactive. **What do you dislike about leO?** They do not have a mobile app for apple. That feature would be amazing! **What problems is leO solving and how is that benefiting you?** We're spending less time chasing dead-end leads and more time closing deals. LeO gives us a focused list of businesses we know are up for renewal or out of compliance. Our close rate on cold outreach has doubled since using it. ### 15. Great lead company finder for Inaurance agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Josh G. | Licensed Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Leo help us to find the right companies in the right industries that we do have appetite for . Very organized software with great tools and easy to use highly recommended **What do you dislike about leO?** Like it all :) the software provided everything my agency need to find a prospect with the rights filters **What problems is leO solving and how is that benefiting you?** Find prospects that up to renewal 30-60 days before renewal and give us enough time to shop ### 16. Leo does exactly what it says **Rating:** 4.5/5.0 stars **Reviewed by:** Caleb S. | VP | Risk Management Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Incredibly comprehensive data. Much more thorough than other databases **What do you dislike about leO?** Though no fault of leO, operating out of Iowa, there is much less data available. Iowa is not a mandatory reporting state, so there is less information than there are for other states. **What problems is leO solving and how is that benefiting you?** It is a tremendous tool for learning x-dates and identifying the names of the actual decision-makers. ### 17. Why Leo? **Rating:** 5.0/5.0 stars **Reviewed by:** Jarad G. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about leO?** The most helpful thing about Leo is that it gives you the ability to pull information on when workers' compensation polices are due and with what carrier they are currently with **What do you dislike about leO?** The small lack of commercial general libilty insurance information **What problems is leO solving and how is that benefiting you?** Leo helps with lead generation with higher sized compaines ### 18. Lot's of great info, but could be more accurate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** It's pretty easy to navigate and exporting xcel files is easy. I lvoe the x-date feature. And customer support is always fast in getting back on any questions for issues. **What do you dislike about leO?** I wish the data was more accurate. I'd rather have no data, than inaccurate data. For example, the LinkedIn profiles are cool to have, but often are of different employees or ones no longer at the company. **What problems is leO solving and how is that benefiting you?** Finding companies in specific industries along with the x-date of their work comp and contact information. ### 19. Satisfied **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra L. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** It's very easy to use. I quickly created several lead lists to work, specific to my niches. **What do you dislike about leO?** Not all states have X-Dates for insurance policies. **What problems is leO solving and how is that benefiting you?** I used to create my own lists through Google searches; Leo does that work for me. ### 20. Meet Leo **Rating:** 4.5/5.0 stars **Reviewed by:** Antonio L. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about leO?** The prospect data provides my agency is comprehensive and has a high accuracy rate **What do you dislike about leO?** Client support can be hard to reach at times **What problems is leO solving and how is that benefiting you?** I can pull commercial client prospect list with key contacts quickly with good company data ### 21. Finding commercial insurance prospects **Rating:** 4.0/5.0 stars **Reviewed by:** Benton S. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Easy to use and categorize prospects for our industry **What do you dislike about leO?** quite a bit of the prospects listed do not have necessary contact info available. **What problems is leO solving and how is that benefiting you?** finding prospects that may be interested in shopping for certain lines of coverage. ### 22. LeO is great for prospecting new business! **Rating:** 4.0/5.0 stars **Reviewed by:** Mike B. | Commercial Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** The ease of use and all of the robust information it provides on prospects. **What do you dislike about leO?** Some of the contact information and business information is incorrect. **What problems is leO solving and how is that benefiting you?** Creating prospecting lists for new producers to target specific industries. ### 23. High-Quality Meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Caden B. | Chief Executive Officer & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2025 **What do you like best about leO?** Leo has helped us get the information needed to set up high-quality meetings in specific industries. **What do you dislike about leO?** Some of the data is incorrect, but that will be the case with all lead companies. **What problems is leO solving and how is that benefiting you?** Lead generations. ### 24. Helps find the right prospects at the right time **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Agency Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Finding x-dates and narrows down the type of prospect. **What do you dislike about leO?** Data isn't 100% but close. Unable to make follow-up task **What problems is leO solving and how is that benefiting you?** finding the x-date and the main contact ### 25. Easy to use my staff loves it **Rating:** 5.0/5.0 stars **Reviewed by:** antonio g. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2025 **What do you like best about leO?** Easy, ,y staff learned how to use it in minutes and is sending emails out and making contact **What do you dislike about leO?** Wish we could get more emails to avoid some of the bounce back **What problems is leO solving and how is that benefiting you?** Getting to the go to people that make insurance decisons ### 26. had the best customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Asya A. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about leO?** It was easy to send emails write emails make calls **What do you dislike about leO?** Not sure who to email. leo should have a person who taking care of the insurance for the company **What problems is leO solving and how is that benefiting you?** have the right person to email regarding insurance ### 27. Unique information platform providing quality information. **Rating:** 4.5/5.0 stars **Reviewed by:** Duane K. | Owner/Manager of Nonprofits Compensation Care, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about leO?** Information is continuously updated and the system information is growing with better accuracy. **What do you dislike about leO?** At present I have no dislikes regarding the system and its information. **What problems is leO solving and how is that benefiting you?** Accurate information specific to our industry use in the insurance community. ### 28. Commercial Prospecting **Rating:** 4.5/5.0 stars **Reviewed by:** Franklin O. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2025 **What do you like best about leO?** Easy access to different classes of leads and can be exported for prospecting with my management system. **What do you dislike about leO?** Monthly limit and duplicated leads which reduces your actual leads. **What problems is leO solving and how is that benefiting you?** Helping with commercial leads ### 29. Leo makes prospecting easier and faster **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Instant Data driven leads, 5550 reports, and WC reports. **What do you dislike about leO?** The accuracy of business emails. Overall everything is great! **What problems is leO solving and how is that benefiting you?** Help determine renewal dates and if their Erisa bond is too low. ### 30. Bsst data source for insurance agents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about leO?** Has contact info for business owners but also their expiration dates for some policies. **What do you dislike about leO?** They dont have every companies information **What problems is leO solving and how is that benefiting you?** Help me prospect ### 31. It can be very useful for drip marketing have just noticed many business in our state are not on it. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about leO?** Very helpful with creating marketing lists **What do you dislike about leO?** The number of companies million plus in sales not on there. **What problems is leO solving and how is that benefiting you?** The estimated renewal date ### 32. LeO is a comprehensive prospecting solution designed for insurance brokers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2024 **What do you like best about leO?** LeO allows felxible and comprehensive filtering abilities, including prospects coverages renewal dates and insurance indicators. I can narrow down a niche list of potential clients and outreach directly from LeO. **What do you dislike about leO?** I wish it had an integration to mailchimp, but I get along with CSV exporting for now **What problems is leO solving and how is that benefiting you?** Prospecting discovery by specific criteria + outreaching at an optimal timing ### 33. Perfect Software Integration in the business for AI Assistant for Insurance agents **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2024 **What do you like best about leO?** leo has a great UI and very easy to use and the software answers the questions quickly and accurately **What do you dislike about leO?** I feel like the customer support is not that good and can be worked upon but still has great suite of services. **What problems is leO solving and how is that benefiting you?** Leo helps me in aswering questiong related to insurance analytics really fast compared to when i will have to search it all over the internet and do it myself. - [View leO pricing details and edition comparison](https://www.g2.com/products/leo-leo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+01%3A09%3A39+-0500&secure%5Bsession_id%5D=3504d14c-d222-4e66-8fb1-3b3465c5e024&secure%5Btoken%5D=96a43bbc219291f44b77d7fc9006c4e199a1623cd2af4fedbee8e4b97c0a8e30&format=llm_user) ## leO Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [LinkedIn Groups](https://www.g2.com/products/linkedin-groups/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) ## Top leO Alternatives - [Indio](https://www.g2.com/products/indio/reviews) - 4.6/5.0 (127 reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - 4.4/5.0 (123 reviews) - [WorkSmart](https://www.g2.com/products/worksmart/reviews) - 4.1/5.0 (25 reviews)