Leopard Connect™ transforms the manual, time-consuming process of retrieving in-force policy data into a seamless, automated system. Get instant access to policyholder details, coverage data, and key documents—all in one place.
How it works
Step 1
Select your carriers
Choose the carriers you want to retrieve policy data from. Leopard supports a wide range of life and annuity providers—ensuring full visibility across your book of business.
Step 2
We tailor the connection to your business
Whether you’re an individual agent, a large BGA, or a financial institution with a complex downline, we configure the carrier connection to match your setup.
Step 3
Activate & retrieve
Once activated, Leopard pulls directly from the carrier and automatically structures and updates this data, keeping your records clean, organized, and always accurate
Leopard Connect
Integrating with 50+ life insurance and annuity carriers
POLICY TYPES SUPPORTED
Retrieves in-force data across a wide range of life insurance and annuity products
Term Life
Whole Life
Universal Life
Variable Universal Life
Indexed Universal Life
Guaranteed Universal Life
Fixed Annuities
Indexed Annuities