Leopard Blog

Product update: New policy info page

Michael Stapleton — Fri, 26 Jul 2024 06:03:00 GMT

What’s new: The new and improved policy info page provides richer insights and sets the stage for an enhanced Leopard experience overall.

Export policy comparison to Excel

Michael Stapleton — Thu, 25 Jul 2024 20:51:32 GMT

What’s new: you can stop manually compiling policy review grids and use the Download as Excel feature instead!

Automatic policy review

Michael Stapleton — Thu, 25 Jul 2024 20:44:29 GMT

What’s new: Leopard now automatically evaluates policies as soon as you add them to the platform.

Conversion opportunities now available

Michael Stapleton — Thu, 25 Jul 2024 20:31:09 GMT

What’s new: In addition to term replacements, Leopard now detects term-to-permanent conversions opportunities, unlocking significant revenue potential for producers using Leopard.

Leopard Connect now live with Pacific Life

Michael Stapleton — Thu, 25 Jul 2024 20:24:58 GMT

What's new: automatically retrieve policies from PacLife using the new Leopard Connect feature.

Previously, you had to manually upload policy PDFs to start mining for opportunities. Leopard Connect lets you connect directly to carrier portals and automatically retrieve copies of policies you’ve placed, beginning with PacLife.