New policy info page
What’s new: The new and improved policy info page provides r...
What’s new: In addition to term replacements, Leopard now detects term-to-permanent conversions opportunities, unlocking significant revenue potential for producers using Leopard.
Estimates are that as few as 2-5% of term life policies are actually converted to permanent coverage. Producers are missing a huge opportunity if they’re not capitalizing on converting clients to permanent coverage when it suits a client’s needs. Now, Leopard calls out conversion opportunities and notes how much time is left before a conversion window fades away.
To try it out, hover over a conversion opportunity listed in the Opportunities section of the Dashboard or on a Policy Info page and click on Details to see conversion information. Note: Est. Premium figures are broad estimates right now; more accurate quotes are coming soon.
You’ll also start seeing these opportunities in your opportunity alert emails, so you'll never miss a conversion!