Exclusive Offer for First Connect Agents

Fast Carrier Access Meets Faster Prospecting

LeO is the largest insurance-specific prospecting platform for producers, combining AI and machine learning across 57 data sources to turn 25M+ businesses into accurate, perfectly timed prospects.

Built for First Connect agents who want to fill the pipeline as fast as they can write the policy.

Start Your 14-Day Free Trial See What's Inside

25M+

Businesses

Data Sources

150+

Advanced Filters

1,000+

Agencies Trust LeO

24/7 Support

Key Features for First Connect Agents

Prospecting & Marketing in One Platform

Find, target, and reach prospects from a single platform, with built-in booking software that turns outreach into meetings on your calendar.

Built for Independent Agents

Same agent-first philosophy as First Connect: no long-term contracts, no setup fees, just the tools to grow your book faster.

Commercial Insurance, All 50 States

Prospect for commercial insurance and workers' comp with full access to businesses in all 50 states, ready to work from day one.

AI That Works Across Every Line of Business

AI-Predictive X-Dates

Industry-first predicted renewal dates on GL & Commercial Auto.

AI Outreach

LeO's AI Agent writes tailored content and books prospect meetings.

Personalized Opportunities

Machine learning delivers new opportunities matched to your niche & buying intent.

AI DOT

AI reads the DOT-SMS file, giving talking points and risk analysis.

MCP Connector

Connect LeO to Claude, Gemini, OpenAI and other AI assistants.

“

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

“

Working with LeO has been a great experience, and I highly recommend it to anyone looking to improve their prospecting work.

Dean Giem, CIC

President, Paradox Insurance Agency

“

LeO has been absolutely instrumental to our agency. Growth-minded agencies that want to write more business need to be utilizing LeO — it's helped our agency go to the next level.

Chris Paradiso

Company Owner, Paradiso Insurance

“

LeO is helping me solve the problem of inconsistent and disorganized lead flow. It's taken the guesswork out of lead management and helped me respond faster, stay organized, and close more deals.

Serena Miranda

Life Insurance Agent, Networth Insurance Services

“

Using LeO has been a game-changer in how I prospect and strategize for commercial clients. It's intuitive and purpose-built for insurance professionals — I can pull targeted lists by NAICS code, revenue, mod factors, and it delivers leads that make sense.

Joshua Biggs

President, The Joshua Biggs Agency

“

From filtering your desired target prospect to analyzing 5500 forms and updated contact information, to sending AI-assisted emails from within the tool — it's cutting edge. No one has come close to it.

Julio (Ricky) Gonzalez, RMIP™

Council Member, GLG

Data & Intelligence by Line of Business

Commercial P&C

Workers' Comp
Carrier & broker relationships
DOT / FMCSA fleet & safety intelligence
OSHA violation & inspection records
AI X-dates: GL & Commercial Auto
25M+ U.S. businesses, all 50 states
Transportation Sales Signals

Benefits

Form 5500 plan filings
Plan design, funding & carrier detail
ERISA red flags & compliance gaps
Broker fees & unpaid premium signals
Officers & key decision makers
AI search on 5500 - Audit report
Benchmarking data

Wealth Management

Revenue, net income & net-asset signals
Owner, officer & key person identification
990 & 5500 financial intelligence
Search service providers by commissions & classification
Financial trends on assets, insurance spend & personnel
Target high-net-worth owners

990 Nonprofits

Revenue, expenses, net income & assets
Multi-year financial trend analysis
Officers, directors & key leadership
Filter by type: 501(c)(3), 990T, PF, EZ
Filter by NTEE IRS classification code
Cross-reference WC & 990 X-dates

First Connect Agent Pricing

P&C Professional

Monthly billing, 12-month commitment

$78$66/ month

Full platform access: prospecting, marketing & booking
AI-Predictive X-Dates on GL & Commercial Auto
Commercial insurance & workers' comp, all 50 states

First Connect pricing applied automatically at checkout

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