Opportunity Mining

Unlock revenue hidden in 
your book of business

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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

Term replacements

Help clients extend their coverage, save money, or increase their death benefit.

Conversion opportunities

Stay on top of opportunities to convert term policies to permanent coverage before conversion windows close.

1035 exchanges

Quickly understand when policies are out of surrender and exchange lower value policies for higher value ones.

Orphan policyholder engagement

Find opportunities to re-engage orphan policyholders and find additional coverage improvements.

MYGA replacements

Ensure annuity clients always have the best available rates.

Coverage gap upsells

Determine which clients are well suited for increased coverage.

Lapse prevention

Find out which policyholders are at high risk of lapsing so you can proactively engage them.

Custom queries

Work with the Leopard team to detect unique opportunities that meet your needs.