LeO Partners with Vertafore

LeO will integrate with Vertafore and third-party sources, letting distributors use text and voice querying to identify business opportunities.

(Image source: LeO homepage.)

LeO (Tel Aviv), an insurance-specific AI sales assistant platform, has reached a partnership agreement with Vertafore(Denver). Under terms of the agreement, LeO’s AI sales assistant capabilities will be available to Vertafore users, giving them the ability to tap into their book of business and prospect opportunities instantly, all in the palm of their hand.

Liri Halperin Segal, Founder and CEO, LeO.

LeO says it will integrate with AMS360 and additional third-party sources to help Vertafore agents instantly access the sales data essential for making informed business decisions. LeO says its AI engine mines an agent’s book of business and potential prospects, extracting intelligence on demand.

“Intuitive free-text querying capabilities enable even the least tech-savvy producer to make the most of their data,” a LeO statement says. “Onboarding takes only minutes, enabling Vertafore agents to quickly integrate LeO’s capabilities into their sales toolkit.

“We’re thrilled to partner with Vertafore to bring LeO to their vast agency network,” comments Liri Halperin Segal, Founder and CEO, LeO. “LeO’s AI-based system provides a unique understanding of the complex insurance language, and we’re excited to show Vertafore producers, CSRs and managers how easy it is to significantly improve their performance and grow their business just by tapping into LeO’s capabilities.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at AnthODonnell@IIReporter.com or (503) 936-2803.

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