Manager
We love the information transparency that LeO creates. We learned things about our clients that actually took us a little by surprise. For example, all of the clients paying less than $200 a year! And all the clients paying over $500,000 a year. The cross sell and prospecting features are also good tools for our producers. Each of these features are helping us see a decent ROI. This is a powerful tool and it’s easy to use once you get the hang of the app terminology. I’m looking forward to when LeO is available on my iPad.