Facebook
Twitter
LinkedIn

In this episode of The Power Producers Podcast, David Carothers interviews Liri Halperin Segal, Founder & CEO at LeO. Liri discusses LeO, the first-ever personal AI sales assistant for insurance agents.

Episode Highlights:

  • Liri discusses her background and prior ventures as a serial entrepreneur. (2:35)
  • Liri explains the potential she saw in the insurance market that encouraged her to create a solution that helps producers and other insurance agents. (6:03)
  • Liri shares that LeO has over 40 million commercial line prospects loaded into its system and provides data points for each prospect. (8:08)
  • Liri mentions that LeO offers a mobile and desktop version that can assist insurance agents in finding the right prospect. (9:50)
  • Liri explains what “Referral Lift” is and how it simplifies the process for producers. (13:35)
  • Liri shares a list of Agency Management Systems that they use and believe will be useful to their clients. (18:37)
  • Liri explains how they help agency owners save money by assisting them with producer validation. (29:11)
  • Liri mentions that they developed their software in collaboration with agents and producers to make it much easier for producers and agents to get data and be far better than they are now. (38:07)
  • Liri shares how LeO strives to keep its pricing as low as possible. (42:13)

Tweetable Quotes:

  • “In the last five years, I’ve been in the insurance business trying to make the life of insurance agents more profitable.” –  Liri Halperin Segal
  • “I saw that there are so many opportunities. And if agents would maximize their potential, they can be in a different place in life.” –  Liri Halperin Segal
  • “I think one of the most important things is to have access to your data…you need to see all of that. And once you can see it, you can be a lot better than what you are today.” –  Liri Halperin Segal

Resources Mentioned:

The Power Producers Podcast where we are refining and redefining the sales game.

Kyle Houck

Insurance

Faith, Empathy, and Opportunity: How Lloyd Brown is Redefining Diversity and Purpose in the Commercial Insurance Industry

In every season of The Protege, one thing becomes crystal clear—success in the commercial insurance industry isn’t about where you start, it’s about who you become.
In this episode of the Power Producers Podcast, I sat down with Lloyd Brown, a middle market producer from Orlando, Florida, whose story is equal parts faith, resilience, and purpose.

Read More »
Sales

Why Being Liked Is Killing Your Sales: Mastering the Psychology of Closing

Salespeople are often taught to be charismatic, friendly, and well-liked. But as David Carothers and high-ticket sales expert Austin Medlin explore in their recent conversation, that mindset could be the very thing sabotaging your close rate. Austin, the founder of CloseSales.com, brings a fresh perspective from outside the insurance industry that perfectly aligns with what commercial producers face daily: buyers who need leadership, not another friend.

Read More »
Insurance

Service Over Sales: How Hospitality Principles Create Better Insurance Producers

That idea sits at the heart of a powerful conversation I had with Joe Hollier, better known as Mr. Hotel, on the Power Producers Podcast. Joe’s story is one that every producer can learn from. He started his career in hospitality, spent two decades working in restaurants and hotels, and eventually found his way into insurance. What he brought with him from hospitality turned out to be his biggest competitive advantage — the ability to understand people.

Read More »
Sales

From Fax Blasts to Trusted Advisors: Timeless Sales Strategies That Still Win Today

In the fast-paced world of commercial insurance, new trends and technologies seem to emerge daily. But some strategies stand the test of time—particularly when they’re rooted in deep client empathy, practical experience, and a commitment to legacy. In this post, we reflect on insights shared by Kevin Ring from the Institute of WorkComp Professionals during a recent Power Producers Podcast. Kevin joined David Carothers to honor the contributions of industry legend Preston Diamond and explore how his wisdom still applies in today’s sales landscape.

Read More »
Insurance

Authenticity, Hustle, and Humor: Redefining Success for the Modern Insurance Producer

The insurance industry isn’t known for flash or flair. Most people picture gray suits, paperwork, and words like “renewal,” “loss runs,” or “premium audit.” But a new generation of producers is proving that this business doesn’t have to be boring. They’re showing that authenticity, energy, and creativity can make insurance not only engaging but a platform for meaningful connection and career fulfillment.

Read More »

Test Message

Killing Commercial Login