Leopard is a modern, AI-powered platform built to help agencies, financial institutions, advisors, and carriers unlock the value of their in-force life and annuity policies. Instead of relying on fragmented carrier systems, outdated legacy tools, or manual policy review processes, Leopard delivers a unified system that retrieves and structures policy data from across products and carriers using proprietary policy retrieval infrastructure.
Once structured, Leopard’s AI continuously analyzes in-force data to identify revenue opportunities such as term conversions, policy replacements, up-sells, and lapse risks. These opportunities are delivered through a CRM-style interface that helps teams focus their efforts, prioritize outreach, and re-engage clients with speed and precision.
Beyond insights, Leopard equips users with the tools to take action—providing instant quotes, polished sales materials, and AI-powered field underwriting to help determine product eligibility in real time. Whether used by a national agency, a bank-affiliated wealth team, an individual advisor, or a carrier, Leopard makes it dramatically easier to service existing clients, grow wallet share, and deliver better outcomes across the board.
By eliminating manual busywork and surfacing what matters most, Leopard turns overlooked in-force books into predictable, scalable sources of growth.
