In this episode of the Insurance Perspectives podcast, host Kenny Hendricks discusses the role of LeO in an independent insurance agency with Scott Angell. The conversation explores how an agency utilizes LeO as a prospecting tool, the evolution of LeO, the importance of data ownership, and the challenges and rewards of working with insurance agencies.

Takeaways

• The goal of LeO is to help agents build a book of business by pinpointing their ideal market.
• LeO provides key data points to help brokers prepare for sales calls.
• Donigan Insurance has seen significant growth in new landlord clients through LeO.
• The integration of LeO with Hawksoft enhances agency operations.
• The collaboration between technology providers and agencies is essential for growth.

Learn more about LeO:
https://www.meetleo.com/
https://www.linkedin.com/company/meetleo/

To get in touch with today's guests, reach out below:

• Scott Angell (click here)
• Steve Donigan (click here)

More information about Donigan Insurance:
https://www.doniganinsurance.com/
https://www.facebook.com/insuranceagentadvisorsnyinsurancebusinesspersonal/
https://www.linkedin.com/in/doniganinsurancesavesyou/
https://x.com/SteveDonigan

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If you’re looking to reach out to HawkSoft, please email [email protected].

For more information on HawkSoft, visit:
https://www.hawksoft.com/
https://www.facebook.com/hawksoft
https://x.com/HawkSoft
https://instagram.com/hawkSoft

Intro/Outro music by Denys Kyshchuk from Pixabay