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
Help clients extend their coverage, save money, or increase their death benefit.
Stay on top of opportunities to convert term policies to permanent coverage before conversion windows close.
Quickly understand when policies are out of surrender and exchange lower value policies for higher value ones.
Find opportunities to re-engage orphan policyholders and find additional coverage improvements.
Ensure annuity clients always have the best available rates.
Determine which clients are well suited for increased coverage.
Find out which policyholders are at high risk of lapsing so you can proactively engage them.
Work with the Leopard team to detect unique opportunities that meet your needs.