Field Underwriting

AI-powered field underwriting

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Faster answers. Fewer surprises. Smarter underwriting decisions—before submission.

Eliminate the guesswork by reading and analyzing carrier guidelines in real time, so you can determine eligibility, rate class, and potential underwriting concerns instantly.

Reads carrier guidelines—
so you don’t have to

Our proprietary AI ingests and analyzes underwriting guides from carriers, so you can focus on selling—not flipping through PDFs.

Reduce NIGO rates

Get eligibility insights before submission, eliminating common errors that delay or derail applications.

Gets smarter over time

The more you use Leopard, the more intelligent and precise the system becomes.

How it works

Step 3

Enter basic client & health information

Simply input your client’s age, gender, and any relevant health conditions. Leopard knows exactly which questions need to be answered for each condition—so you never waste time on unnecessary details.

Step 2

Add prescription information

Prescription history plays a major role in underwriting. Leopard factors in medications automatically, ensuring a more accurate assessment.

Step 3

Check eligibility—instantly

Click to check eligibility and receive clear, actionable results across carriers.