Best LeO Insights alternatives: apps like LeO Insights

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated November 2026
LeO Insights
LeO Insights
LeO Chief of Stuff Ltd

LeO Insights is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to LeO Insights

3.3(4 ratings)
Free
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This platform helps insurance agencies manage client relationships, sales pipelines, and engagement through a mobile-first CRM. It offers automated triggers, data-driven insights, and client self-service options for profile updates and document reviews.

Ameritas Agent#3

Ameritas Agent by Ameritas Life Insurance Corp.

Quick and Easy Case Management
Worth Considering
πŸ’° Finance
5.0(2 ratings)
Free
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Manage insurance applications and client information on the go. Access new business cases, track in-force activity, and get quick quotes for term life insurance. Stay updated with client milestones and customize notifications for effective business management.

More apps like LeO Insights

4
FIG Credit Union
FIG Credit Union
FIG Credit Union
Banking built around you.
Free

Manage your finances with a secure digital banking platform. Access accounts, transfer funds, make mobile deposits, and control your cards. Customize your experience by adding or hiding tools you don't need daily.

View account balancesTransfer fundsMobile deposits
πŸ’° Finance
(4.5K)
free with in-app purchases
5
MyRepChat
MyRepChat
MyRepChat
Compliant Text Messaging
Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

Compliant text messagingClient and colleague communicationConversation retention
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(59)
free
6
Thimble Insurance
Thimble Insurance
Thimble Insurance
Instant Business Insurance
Free

Obtain business insurance quickly and manage your policy on the go. This app allows you to buy coverage by the job, month, or year, and make policy changes instantly. Get your Certificate of Insurance delivered to your inbox without delay.

Buy policies in minutesInstant Certificate of InsuranceModify policy duration
πŸ’° Finance
(1.4K)
free with in-app purchases
7
Ethos - Insurance & Wills
Ethos - Insurance & Wills
Ethos - Insurance & Wills
An Ethos Technologies company
Free

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Instant life insurance decisionsNo medical exams requiredIntegrated Wills and Trusts
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(6.7K)
free with in-app purchases
8
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Manage your Chubb Personal Risk Services policy, pay bills, and access important documents. Report claims, track major weather events, and discover valuable client services. Stay informed with SMS notifications.

Policy information viewingSecure bill paymentClaim reporting and tracking
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(430)
free
9
Lili - Business Banking
Lili - Business Banking
Lili - Business Banking
Banking for small businesses
Free

This business banking platform offers fast payments, high-yield savings, and business credit solutions for small businesses. It integrates with popular accounting software and provides 7-day live support to help businesses manage their finances and grow.

High-speed payments (ACH, wires)Up to 4.00% APY on savingsAccess to business credit up to $250,000
πŸ’° Finance
(6.9K)
free
10
ERGO NEXT Insurance
ERGO NEXT Insurance
ERGO NEXT Insurance
Get NEXT. Get Going.
Free

Manage your business insurance on the go. Instantly create and send certificates of insurance, view policy documents, and receive timely notifications about claims and payments. Update your account and coverage easily, and file claims in minutes.

Create and send certificates of insuranceAdd unlimited third parties to certsView policy documents
πŸ’° Finance
(15K)
free