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We had so much fun participating in the webinar: "Get More Done, Close More Deals – LeO meets AgencyZoom powered by Vertafore," hosted by Vertafore! The best part was hearing all the amazing feedback from the agents and brokers who joined us. We love our community! Let me know if this works!

Start 2025 Strong: A Game Plan for Commercial Insurance Agents As the new year approaches, it’s time to think ahead and set yourself up for success in 2025. For commercial insurance agents, the right prospecting strategy can make all the difference between chasing leads and closing deals. -How Can You Kick Off the Year with a Winning Prospecting Plan? ✅ Focus on the right data: Prioritize businesses with upcoming X-Dates, renewal information, and Workers’ Comp Mod Factors. ✅ Leverage insights: Dive into DOT records, OSHA violations, and 5500 data to personalize your outreach. ✅ Stay efficient: Use tools that make it easy to identify key opportunities and act on them quickly. -This is where LeO can help. We’re offering a free 30-minute prospecting session with one of our experts to help you craft a strategy that’s tailored to your goals. Whether it’s understanding key business insights or using advanced prospecting data to reach your ideal clients, LeO is here to supercharge your efforts. 🚀 Ready to start the year strong? Let’s make 2025 your most productive year yet. Book time with a LeO advisor: https://lnkd.in/gjzZCXtF

Know a New Agent? Share This With Them! Helping new agents succeed is all about sharing the right tools and strategies. As a commercial insurance broker, leveraging OSHA (Occupational Safety and Health Administration) violation and compliance data can be a game-changer for prospecting. Here’s how it can help: 1️⃣ Identify High-Risk Prospects 2️⃣ Position Yourself as a Risk Management Expert 3️⃣ Tailor Your Outreach for Maximum Impact 4️⃣ Build Credibility with OSHA Insights 5️⃣ Unlock Cross-Sell and Upsell Opportunities 6️⃣ Qualify Leads More Effectively 7️⃣ Collaborate with Risk Management Teams for Better Results Help a fellow agent grow their business—share this today! Ready to see the difference? Try Leo free for 14 days and discover how OSHA data can help boost sales. 👉 www.meetleo.com #InsuranceBroker #OSHA #RiskManagement #SalesGrowth #CommercialInsurance

🚀 Did you know? We offer free training sessions with our marketing experts! If you’re already using LeO, you can schedule a session directly through the platform. Not using LeO yet? No problem—start your 14-day free trial and book your session while you’re on the trial! Our marketing experts will ensure you leave the meeting with at least 30 customized leads tailored just for you. Start today - www@meetleo.com #FreeTraining #LeadGeneration #insuranceagent

Black Friday Special – 25% Off! Looking to grow your Commercial book of business? Download 100 leads when you start your 14-day trial! LeO provides: ✔ X-Date ✔ Workers' Comp ✔ DOT ✔ Benefits ✔ OSHA ✔ 5500 data Over 32M businesses and all 50 states! Don’t miss out—Black Friday savings won’t last! Coupon code - BFRIDAY25OFF www.meetleo.com

Big news! Unlock a wealth of information with LeO’s *Nonprofit* Data. Access millions of tax-exempt organization filings and dive into details like executive pay, revenue, expenses, and more. Whether you're searching for an organization, a person, or specific information within filings, LeO makes it easy to find exactly what you need. Start Your 14-Day Free Trial Today! www.meetleo.com

Black Friday Special – 25% Off! Looking to grow your Commercial book of business? Download 100 leads when you start your 14-day trial! LeO provides: ✔ X-Date ✔ Workers' Comp ✔ DOT ✔ Benefits ✔ OSHA ✔ 5500 data Over 32M businesses and all 50 states! Don’t miss out—Black Friday savings won’t last! Coupon code - BFRIDAY25OFF www.meetleo.com

WOW 40%

Black Friday is here! Register with LeO now and get 40% off our TEAM SCALE Plan. Plus, our LeO advisors will craft a custom lead list tailored to your market, featuring insights like X-dates, key contacts, employee trends, violations, and more. Use code TEAM40 at checkout. https://bit.ly/3AGQjly

The Future of Insurance Sales: 3 Trends to Watch in 2025 As we head into 2025, the insurance industry is evolving faster than ever, with technology driving major changes in how agents connect with clients. Here are three trends shaping the future of insurance sales that agents need to watch closely: AI-Driven Insights: AI is empowering agents with deeper, data-driven insights. From understanding client needs to predicting when a client is most likely to renew, AI tools like LeO help agents work smarter and target leads with precision. Personalized Customer Experiences: In today’s competitive market, personalized service is essential. Clients expect tailored interactions, and with platforms like LeO, agents can provide relevant advice at the right time, leading to greater client satisfaction and retention. Data Integration: Insurance agents are now able to access vast data sources instantly, from commercial vehicle information to compliance records. LeO’s integration with CRM systems provides agents with a seamless experience, giving them a 360-degree view of each lead and helping streamline the entire sales process. With these trends in mind, 2025 is set to be an exciting year for insurance sales. Ready to embrace the future? Learn how LeO can be your partner in staying ahead. https://lnkd.in/d-c2EgQn #InsurTech #InsuranceSales #AI #CustomerExperience