Solutions
The insurance industry runs on data. We turn it into revenue.
BGAs, IMOs & FMOs
Scale smarter, boost producer production
The Challenge
Managing large downlines without clear visibility into policy data
Producers missing revenue opportunities in their existing books of business
Losing producer loyalty to competitors with better technology
How Leopard Helps
Retrieve & analyze policies at scale
Leopard automates in-force policy retrieval, giving agencies full transparency into every producer’s book of business.
Custom visibility rules
Agencies can view the full book, while individual producers see only their own policies.
AI-driven opportunity mining
Leopard surfaces actionable sales opportunities, making it easy for producers to follow up.
The Impact
Increases revenue per policyholder
Identifies conversion, upsell, and replacement opportunities
Boosts producer loyalty
Keeps them engaged with warm leads
Eliminates manual policy tracking
Instead, Leopard frees up time for sales