Stop hunting for new clients— start maximizing value you already have.
Scan your entire book of business to uncover high-value opportunities for conversions, replacements, and upsells—before they slip away. Instead of manually reviewing policies, Leopard works in the background, continuously surfacing opportunities that drive growth.
Opportunities
Identify term policies ready for conversion or replacement
Avoid manually programming underwriting logic—Leopard’s AI generates rules directly from carrier documentation.
Pull in-force life & annuities policy details and automatically standardize them for analysis.
Unlock insights from large policy datasets without the complexity of manual analysis.
Ensure annuity clients always have the best available rate
Unlock insights from large policy datasets without the complexity of manual analysis.
Keep everything centralized while leveraging Leopard’s advanced retrieval technology.
Unlock insights from large policy datasets without the complexity of manual analysis.