Solutions
The insurance industry runs on data. We turn it into revenue.
Financial Institutions
Monetize your book
of business
The Challenge
Banks, credit unions, RIAs, and Broker-Dealers sit on massive books of business but lack visibility into existing policies
Without clear data, advisors struggle to generate new sales
No centralized system to analyze opportunities and equip producers
How Leopard Helps
Aggregates & analyzes in-force data
RIAs, Broker-Dealers, banks, and credit unions gain full visibility into their life & annuity portfolios.
Identifies high-value opportunities
AI-driven analytics uncover upsell, replacement, and conversion opportunities across the book.
Equips advisors with the right tools
Integrated quoting, field underwriting, and engagement materials make it easy to act on opportunities.
The Impact
Turns passive books of business into active revenue
Streamlines workflows, reducing the manual work needed to assess policies
Arms advisors with AI-powered insights to drive higher policy placement rates