Episode 204: Endless Opportunities with LeO

“Say goodbye to the time-consuming and costly prospecting and cross-selling workflows of the past!”

This week I am very excited to sit down with Liri Halperin Segal, the CEO and Founder of Le0 and her VP of Sales, Scott Angel.  Listen as we delve into the next generation of insuretech that incorporates AI in order to allow you to quickly and intuitively generate prospect lists, onboard new producers and even run cross-selling reports in seconds.  Looking to up-level your technology? Then you are not going to want to miss this episode.



  • LeO is prospecting tool with over 40 million prospects combined with insurance data intelligence.
  • LeO builds you a list of prospects that are relevant for you, according to your book of business or according to your latest searches.
  • Integrated with Natural Language Processing, LeO can be used as a mobile approach to quickly search areas and connect with prospects on the go.
  • Although the ROI can vary per size of agency, there has been an average of $30,000 per year per producer.
  • New features in development are knowing your referral relationships in the market at a prospecting level, and taking pictures of building to find out what companies are in there while generating your prospect list.
  • Producers don’t like entering data into a system. As you use LeO it produces that data for you so that you don’t have to type anything and you don’t have to go looking for it.


About our Guests:

Liri Halperin Segal is a successful entrepreneur and insurtech leader, currently serving as the CEO and Co-Founder of LeO. Her company LeO offers an AI-powered platform that automates sales for the insurance industry.

Liri has extensive experience in the insurtech space and is a frequent writer for leading publications and a speaker at industry events. She was recognized as a top insurtech leader by ACORD. Liri is also the co-founder of P51 forum, which aims to promote and increase diversity in workplace environments. She was invited to speak about her work at the United Nations and in the library of Congress in Washington D.C.


Scott Angel is a highly experienced sales professional with a successful track record in building and restructuring sales teams and improving business processes over the course of a 25-year career.

He has also gained extensive knowledge of the insurance industry through his work, including a seven-year stint at Vertafore, and comes from a family with a background in brokerage services.

Scott is passionate about helping others achieve organic growth within their agencies, which makes him a valuable resource for others looking to expand their businesses or improve their sales strategies.

Interested in LeO?  Request a demo at https://www.meetleo.com


Until next time, get out there and make a difference, be unstoppable, and leave no regrets!

Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Website: http://unstoppableprofitproducer.com/

Virtual Events: http://www.uppfaststart.com/

Email [email protected]

Podcast: http://unstoppableprofitpodcast.com

Virtual Training: http://uppfaststart.com

In Person Training: http://beunstoppablebootcamp.com

Episode 107: Not Taking Any Risk Is The Biggest Risk

A Facebook post of an idea generation workshop in the insurance field, led IT consultant, Avdhesh Saxena into assisting insurance agencies in setting up chat platforms for their communication needs. Now he helps companies by utilizing technology-based solutions with his website, Friendly Agent. Listen as Avdhesh and I talk about adapting to changes and taking the risks to achieving success.


  • Opening communication lines with new chat platforms
  • Seeing the disparity between agencies that were highly successful and many that were struggling, Avdhesh started researching thought leaders of the industry to write a book to assist all
  • Characteristics and traits of highly successful insurance agency owners
  • Tips for scaling up your business
  • The survivability of the insurance agent over the next few years
  • Adapting to changing technology and impacts that occurrences have had on agencies that are not utilizing technology to a full extent
  • The importance of taking risks


About Our Guest:

Avdhesh Saxena has been part of the Insurance industry for more than 15 years. He has worked with large insurance companies and helped them in solving their business problems by leveraging technology-based solutions.

For the past few years, he has been helping insurance agents via his website “Friendly Agent” (https://www.friendlyagentbot.com/).
Avdhesh’s most recent work is his new book that profiles the most successful agents in North America. The book helps agents with a playbook that can be used to start, build, and scale up an insurance agency. To learn more about Saxena’s new book: www.friendlyagentbook.com

He currently lives in Connecticut with his wife and two boys. He loves traveling and has traveled to more than 15 countries till now.


Until next time, get out there and make a difference, be unstoppable, and leave no regrets!


Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 95: The ORIGINAL IA App

Matt Aaron entered the app creation world early on knowing that it was going to become the large successful market it is today.  During an incident that made him realize that there was potential in the InsureTech business, Matt went on to create the Insurance Agent App, a way for clients to quickly and efficiently connect with their insurance agent.  Join Matt and I, as we discuss the importance of mobile technology in the insurance field and what it can offer to you.


  • His start in media and entertainment and developing online games
  • Having the foresight to get into app development while it was still in its infancy stage on apple
  • His inspirational story of what led him to the insurance world
  • Being connected to your customers through mobile technology
  • Not all apps are created equal. Be thorough and use your discretion.
  • The customizable app integration that Insurance Agent App offers to assist communication with clients
  • Upcoming features that are in development


About Our Guest:

Matt Aaron is an entrepreneur with the unique ability to bridge content platforms.

In 2012, Matt and his team developed Insurance Agent App – the premier service platform for independent insurance agencies & brokerages.  Insurance Agent App connects agencies with their clients and carriers BEFORE, DURING & AFTER events happen, automates digital convenience, and increases retention & profitability.

Recently, ACORD named Insurance Agent App one of the TOP 10 InsurTechs, and they continue to move the IA channel forward working with ACT – the Agents Council for Technology.

Prior to Insurance Agent App, the bulk of Aaron’s career was in media and entertainment with Paramount Pictures and CBS Corporation.

Aaron is an alumnus of Brown University, earned his MBA from UVA’s Darden School, and resides in Charlotte, NC with his wife and two sons.


[email protected]




Until next time, get out there and make a difference, be unstoppable, and leave no regrets!


Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

Episode 94: What You Don’t Know Will Cost You Millions


Ron Shroyer believes in helping agencies adopt better ways to manage and grow their business. I have been in conversation with Ron about what his newest product, DONNA, an artificial intelligence and data analytics platform for independent agencies.  I knew that I had to share this information with all of you.


  • Starting his career with a focus on technology and professional services
  • How DONNA came to be
  • Artificial Intelligence and how it can work for you
  • Integrating with other systems such as HawkSoft, NowCerts, and many more
  • The Use of SentiMeter® to provide a customer experience score
  • Utilizing DONNA to either increase new sales to customers or even solving retention challenges


About Our Guest:

Ron is a former producer turned insuretech sales leader. He has leveraged 15+ years’ experience in technology and insurance to help independent agencies and carriers invest in and adopt better ways to manage and grow their business. He spends his spare with his wife and two kids, grinding away at the gym and playing golf at mediocre levels.






Until next time, get out there and make a difference, be unstoppable, and leave no regrets!


Mike Stromsoe
The Unstoppable Profit Producer
Call 800-770-9984
Email [email protected]

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