leO Reviews & Product Details

I love the company contacts information for each lead. I also love that Leo syncs with Agency Zoom. Review collected by and hosted on G2.com.

I see no downside of utilizing Leo other than duplicate leads on occasion. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Leo has easy acces to compaines information that require insurance. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sometime the data can be out of date - not unusual for this type of service but still annoying Review collected by and hosted on G2.com.

It has a lot of information at your fingertips Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy mobile access and accurate, up-to-date information. Review collected by and hosted on G2.com.

The annual credit system is a bit confusing. I wish there were an option to pay a set price for unlimited use. Review collected by and hosted on G2.com.

What is most helpful about Leo is how many prospects I can download at one time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is nothing that I dislike about leO. Review collected by and hosted on G2.com.