Is your
CRM system
sub-par?
Existing CRM tools are holding specialty businesses back. Underwriters and sales teams are disconnected. They can’t see who their prospects are, let alone where they are in the sales journey and who they need to prioritize. No one knows where to focus.
When you need a sales boost, get LEO
Leo is the CRM system built specifically for the E&S market. With your underwriting and sales teams coordinated and connected, you can organize your sales funnel, make quicker decisions, and grow your book of business.
Get a real-time sales view
Leo is packed with a set of MGA-specific prospect and existing agency metrics, such as hit and bind ratio, to give a clear insight into pre-sales, sales, and post-sales success. As well as how your sales and underwriting teams are performing.
Connect your teams
Get your underwriting and sales teams all on the same page, so you’re chasing the right prospects and helping your clients succeed.
Nurture your relationships
Track and log all your comms history – calls, chats, emails. Use the tasking features to make sure you never drop the ball or lose a deal.
Onboard with ease
Get new hires up to speed quickly with a standardized sales process to deliver a better, more consistent sales experience for clients.
Keep track of ROI
Make sure each team is on track to reach sales quotas and goals. And catch those areas in your sales and marketing that aren’t performing, so you can get to a solution much sooner.