Meaningful AI for Independent Insurance Agencies


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Today, insurance agency platform HawkSoft and AI-powered insurtech LeO announce the integration of their products via HawkSoft’s Partner API. LeO uses AI to guide independent insurance agents towards better prospect opportunities. In place of manually combing through leads in the hope of finding a good fit for your agency, LeO analyzes millions of data points to generate prospects lists that fit the profile of clients your agency is successful at serving. When combined with the wealth of client and policy data within an agency’s HawkSoft Insurance Platform, LeO can generate prospect lists of top customers, cross-selling and win-back opportunities, and track upcoming renewals.

With HawkSoft integration, LeO users can run data analytics on their Book of Business to pinpoint key trends and illuminate insights that might have escaped the naked eye. LeO can also be leveraged as a search engine to identify businesses in an area that fit a risk profile that an agency is hoping to market towards.

“The HawkSoft LeO partnership will provide HawkSoft customers with unprecedented access to prospect data, enabling them to win business faster. LeO’s groundbreaking capability to match an agency’s Book of Business with prospects set a new industry standard,” said Scott Angell, Senior Vice-president at LeO. Scott continued, “We are thrilled to join forces with the HawkSoft team and bring value to their dedicated customer base.”

Also Read: How Generative AI has transformed FinTech

“We appear to be on the cusp of breakthrough AI innovation in the insurance world,” observes Rushang Shah, CMO of HawkSoft. “HawkSoft advocates for innovations that enhance and enable deeper personal relationships between people, not those that aim to replace personal relationships. LeO is skipping past the hype stage to immediately tackle AI-assisted workflows that help producers improve the quality, quantity, and pace of building relationships with prospects.”

TalkFintech Bureau
TalkFintech Bureau
TalkFintech is focused on the latest financial sector technologies and tools- covering all tech used by banks, investors, insurance, and wealth management sectors- and also conversations on retail financial management tools.


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