Leopard utilizes AI to analyze insurance brokers' in-force policies, identifying opportunities for replacement, up-selling, and cross-selling superior coverage options. By automating policy reviews, Leopard reduces the time spent on analysis from 15 minutes to just 1-2 seconds per policy, enabling agents to maximize revenue potential and enhance client relationships.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers often miss revenue opportunities due to the time-consuming nature of manually analyzing in-force policies to identify potential replacements, up-sells, or cross-sells. The manual review process, requiring significant time per policy, hinders agents from proactively offering clients better-suited coverage options.
Solution
Leopard is an AI-powered platform that automates the analysis of insurance brokers' in-force policies, pinpointing opportunities for improved coverage options. By leveraging AI, Leopard reduces policy analysis time from minutes to seconds, enabling agents to maximize revenue potential and strengthen client relationships. The platform identifies the most suitable policies and provides AI-generated talking points to facilitate client communication. Leopard helps brokers proactively reach out to clients with tailored recommendations, ensuring they receive optimal coverage.
Target Audience
Leopard primarily targets insurance brokers seeking to enhance revenue generation and improve client relationships through efficient policy analysis and proactive coverage recommendations.
Features
- AI-powered policy analysis that extracts key information and identifies alternative coverage options.
- Opportunity dashboard displaying replacement, up-sell, and cross-sell opportunities with easy-to-understand scores.
- Policy retrieval service to obtain copies of existing policies, reducing administrative burden.
- Quoting engine providing a range of quotes from top carriers for policy comparison.
- AI-generated talking points summarizing coverage options for client communication.