Optimized Advisor Podcast

Unlocking Efficiency: How Leopard is Revolutionizing Insurance with AI

Episode Summary

In this episode, Scott Heinila welcomed Michael Stapleton in studio for a discussion about AI and insuretech. Michael is the CEO & Co-Founder of Leopard, an AI-powered B2B insurtech startup that helps life & annuities distributors identify revenue opportunities in their existing books of business. Prior to Leopard, Michael was VP & General Manager at Policygenius, overseeing the company's B2B offering. He spent time as a management consultant at L.E.K. Consulting and earlier in his career served in B2B SaaS head of marketing roles. Michael holds a BA from Reed College, an MBA from HEC Paris, and a Master’s of Advancement Management from Yale.

Episode Notes

In this episode you will learn the following:

What Leopard is and how it helps optimize revenue opportunities for life and annuity distributors.
Michael shares his career journey, highlighting his various educational and professional experiences, including his time at PolicyGenius, where he was involved in B2B offerings and strategy. He discusses how these experiences led to the founding of Leopard.
Inefficiencies in the insurance industry, particularly in managing existing policies and identifying client opportunities. Leopard seeks to address these issues by using AI to streamline data organization, policy management, and client engagement, offering a more efficient process for advisors.
The broader implications of AI in the financial industry, emphasizing its potential to improve efficiency and free up advisors' time for higher-value activities. Michael outlines his vision for Leopard's future, aiming to create a comprehensive data and automation ecosystem that benefits all stakeholders in the life and annuities distribution process.

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