Platform

The intelligence layer for 
insurance distribution

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Insurance runs on data. 
But most of it is stuck.

The insurance industry runs on information—but most of it is locked away in PDFs, carrier portals, and disconnected systems. Leopard changes that.

We bring policy data, analytics, quoting, underwriting, and AI-driven engagement into one seamless platform. The result? A smarter, faster, and more profitable way to do business.

Key Features

What Leopard offers

Capabilities

When do I use Leopard?

When You Need to Retrieve Policy Data—Fast

No more carrier logins or manual data entry. Leopard Connect™ pulls in-force life and annuity policy data instantly, standardizing records for easy access.

When You Want to Uncover Hidden Revenue Opportunities

AI-driven opportunity mining surfaces policies ready for conversion, replacement, or premium optimization—before they expire.

When You Need Faster, Smarter Quoting

No more spreadsheets or slow carrier portals. Leopard delivers real-time, side-by-side comparisons with intelligent recommendations in seconds.

When Underwriting Bottlenecks Are Slowing You Down

AI-powered field underwriting provides instant risk assessments and pre-filled application data, streamlining approvals and reducing friction.

Who we help

Built for the organizations shaping the future of insurance

Financial institutions

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BGAs & IMOs

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Carriers

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Advisors & Agents

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FAQs

What makes Leopard different from other insurance technology platforms?

Leopard isn’t just another tool—it’s the connective layer that brings policy data, analytics, quoting, underwriting, and AI-driven engagement together in one seamless system. No more fragmented workflows, just faster decisions and better results.

How does Leopard retrieve policy data?

Leopard Connect™ automates in-force life and annuity policy retrieval, eliminating the need for manual carrier lookups. Policies are structured and updated in real-time, ensuring your team always has accurate, actionable data.

What kind of revenue opportunities does Leopard identify?

Leopard’s AI-driven opportunity mining scans existing policies to surface conversion-ready policies, premium optimization opportunities, and potential replacements, so you can maximize revenue from your book of business.

Can Leopard integrate with our existing systems?

Yes. Leopard’s API-driven architecture seamlessly integrates with your CRM, AMS, and other business systems, ensuring a smooth workflow without disrupting your existing processes.

How does Leopard improve underwriting?

Leopard’s AI-powered field underwriting delivers instant risk assessments and pre-filled application data, reducing friction and helping advisors set accurate expectations upfront.

Does Leopard provide tools for client engagement?

Absolutely. Leopard equips your team with AI-generated comparison grids, email copy, and outreach templates, making it easy to engage clients with the right message at the right time.

How much does Leopard cost?

Leopard offers flexible pricing based on your organization's needs and scale. Whether you’re an individual agency or a large financial institution, we’ll tailor a solution that fits. Contact us for pricing details.

Still have questions? Send us an email or request a demo below.