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.
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.
See for yourself