Leopard is the AI-powered system built to modernize in‑force life and annuity management. Forget portal hopping, manual policy reviews, or clunky legacy systems.
Leopard gathers messy policy data from across carriers, uses proprietary AI to surface conversion, replacement, and up‑sell opportunities, and outfits agencies, financial institutions, advisors, and carriers with instant quotes and polished sales materials. It’s the hidden layer that connects the dots and turns overlooked books of business into consistent growth engines—all while freeing your team to focus on sales.
Portal Platforms
Carrier Portal Platforms for Agents. Also, Industry portals that can be integrated using APIs such as Electronic Health Records.
Tapp’s Agent Portal is designed to streamline workflows, simplify policy management, and strengthen communication between agents and home offices. With a focus on usability and flexibility, the portal empowers agents to work efficiently while delivering exceptional service to policyholders.
The Policy Administration System agnostic allows the Carrier to customize and optimize the agent experience to maximize self service.
Tapp’s Policyholder Portal provides a secure, self-service experience for your customers. Policyholders can view their active policies and annuity details without needing to call the home office, reducing operational strain and improving client satisfaction. The portal is customized using reusable components for limitless flexibility.
The AgentVizion Suite is a powerful set of insurtech solutions designed by Magnifact to provide real-time, data-driven insights for insurance agents, agencies, and carriers. It enhances distribution intelligence, streamlines operations, and boosts sales performance.
Bestow’s Agent Portal offers intuitive sales management tools and dashboards, providing agents and carriers with reliable, real-time policy status updates at their fingertips.
Bestow’s Administration Portal provides powerful servicing tools and TPA solutions, simplifying both pre- and post-issue servicing for administrators and customers alike.
EXL’s portal platforms for life insurance and annuities are integral to their broader digital transformation offerings, aimed at streamlining operations and enhancing customer and agent experiences. While they offer specialized portals like auditstream™ for premium audits in P&C insurance, their core life and annuities solution, LifePRO™, provides a comprehensive administrative digital platform supporting the entire policy lifecycle from quote to claim. This includes a portal-based interface for customer care, enabling simplified views and access to policy data, alongside features for agents and administrators. EXL leverages AI, machine learning, and advanced analytics within their digital solutions to optimize processes, accelerate new product launches, improve underwriting, and deliver data-driven insights across sales, policy servicing, and claims management for life and annuities products.
Sapiens‘ Portal Platform for Life & Annuities offers modern, intuitive digital experiences for agents, customers, and administrators. It includes tools like IllustrationPro for quotes and ApplicationPro for e-applications, along with self-service options and AI-powered features for customers. This platform seamlessly integrates with Sapiens’ core systems to streamline processes, accelerate product delivery, and enhance overall engagement in the life and annuities sector.
LifetimeAGENT is Sureify‘s dedicated module designed to empower life and annuities agents with a comprehensive digital portal, providing them with real-time access to crucial business and policy data from presale through compensation. This “one-stop shop” streamlines agent workflows by offering tools for managing their book of business, tracking applications (including NIGO resolution), viewing commissions, and facilitating communication with the home office. By consolidating disparate systems into a single, intuitive interface, LifetimeAGENT aims to enhance agent efficiency, reduce administrative burdens, and ultimately enable agents to focus more on selling, servicing clients, and identifying cross-sell/upsell opportunities through data-driven insights.
The Equisoft Self-Service Portal is a secure, insurance-specific platform designed to provide policyholders and agents with 24/7 access to policy information and real-time self-service capabilities from any device. This digital solution effectively replaces traditional paperwork, reduces common inquiries for carriers, and allows users to make instant policy changes like updating an address, significantly enhancing customer experience while drastically cutting servicing costs for insurance providers. Furthermore, it offers agents dedicated functionalities for managing compensation, commissions, and pending applications, streamlining their workflow and overall efficiency.
LexisNexis Health Intelligence, while not a standalone portal, is a pivotal component for enhancing customer and agent experiences within existing portal platforms by providing critical data and capabilities. It streamlines the underwriting process by facilitating consumer-mediated access to Electronic Health Records (EHRs), allowing applicants to securely share their medical data which is then processed into an underwriter-friendly format and integrated directly into the carrier’s underwriting portal. Furthermore, the platform generates a concise Clinical History Report derived from these EHRs, a highly actionable summary that can be prominently displayed within underwriting or agent portals to empower swift and informed risk assessment decisions.
Connecting Each Touchpoint on the Sales and Customer Success Journey.
Trusty.care’s end-to-end sales & customer support experience platform has all the software and integrations needed to connect all stakeholders in the health insurance ecosystem, from point of sale to commissions analytics to member engagement and retention. Our modular approach seamlessly connects data, teams, and members to optimize your sales processes. Each module is powerful alone, even better together.
Trusty.care helps your business Connect, Automate, and Grow
Lavvi’s Sales Enablement platform is an API-driven solution designed to enhance insurance distribution by integrating seamlessly with existing systems and offering modular, plug-and-play apps. It supports multiple distribution channels, including direct-to-consumer, embedded insurance partnerships, and advisor-driven models, ensuring flexibility and scalability. The platform automates compliance, provides customizable storefronts, and delivers an intuitive user experience with high conversion rates. By enabling faster time to market and improved partner collaboration, Lavvi helps insurers increase revenue and meet modern consumer expectations efficiently.
Policygenius Pro is a life insurance fulfillment platform that combines technology and licensed agents to help consumers get the coverage they need. Launched in 2022, it combines a custom-built CRM system, superior insurance products, and unique carrier integrations, making it the largest producer of term life insurance in the country.
