Emre, Push X-Dates Easily to AgencyZoom & Salesforce

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** Save Insurance Intelligence to CRM
------------------------------------------------------------

Dear Emre,

Exciting news! Our integration with AgencyZoom and Salesforce just got better, streamlining how you store insurance intelligence on prospects.

This update means you can effortlessly save crucial data points directly to your CRM with a click.

Here’s what gets added:
* Firmographics: company name, address, industry code, website URL, no employees, and more
* Key contact details:
+ Up to 3 per company
+ Emails
+ Positions
+ Phone (if available)
* Insurance insights:
+ Worker’s Comp: renewal dates, carriers, brokers
+ Benefits/Pension: renewal dates, carriers, brokers
+ DOT data points
+ OSHA violations
+ 990 Nonprofits
+ and more


For AgencyZoom users, find this info in the prospect's Note:
https://insights-app.meetleo.com/webchat?utm_source=LeO+Standard+Users&utm_campaign=2f5ad33e19-EMAIL_CAMPAIGN_2024_04_23_04_09&utm_medium=email&utm_term=0_f002744eae-2f5ad33e19-745963215

Salesforce users, it’s in the “description” field.
https://insights-app.meetleo.com/webchat?utm_source=LeO+Standard+Users&utm_campaign=2f5ad33e19-EMAIL_CAMPAIGN_2024_04_23_04_09&utm_medium=email&utm_term=0_f002744eae-2f5ad33e19-745963215
Launch LeO (https://insights-app.meetleo.com/webchat?utm_source=LeO+Standard+Users&utm_campaign=2f5ad33e19-EMAIL_CAMPAIGN_2024_04_23_04_09&utm_medium=email&utm_term=0_f002744eae-2f5ad33e19-745963215)

Warm regards,

Saar Miron, CPO

https://insights-app.meetleo.com/webchat?utm_source=LeO+Standard+Users&utm_campaign=2f5ad33e19-EMAIL_CAMPAIGN_2024_04_23_04_09&utm_medium=email&utm_term=0_f002744eae-2f5ad33e19-745963215

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Accession

nse/meetleo/2026-10-28/5321

From

Saar Miron · saar@meetleo.co

Sent

28 October 2026 · 10:00 UTC