The Insurance Certificate Hack for Winning Prospects
April 3, 2024
I am back in the saddle now that I’m off the road, and this content is going to come to you fast and furious. Today
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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:
Kyle Houck
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