Private infrastructure for Legacy agents
Built to help
Legacy agents
grow.
A private, in-house lead platform built exclusively for active Legacy agents. Opportunities are generated by Legacy, matched by product and state, and never bought and resold.
Built for the way Legacy agents sell
Eight lead paths.
One private system.
In-house opportunities matched to the products, states, and markets you are prepared to serve.
Final Expense
Families planning for final expenses.
Term Life
Protection for a home, family, or defined period.
IUL
Permanent protection with cash-value potential.
Annuity
Protected retirement-income strategies.
Health
Health-coverage conversations for licensed agents.
Veterans
Protection tailored to veterans and their families.
Truckers
Coverage built around life on the road.
Inbound Calls
Live prospects ready to speak with an agent.
The advantage is how it is built
Built by Legacy.
Reserved for Legacy agents.
Legacy manages the full path from campaign to delivery, giving approved agents opportunities matched to what they sell and where they are ready to work.
Legacy controls each campaign from the first click through delivery.
Product, state, licensing, and capacity determine each assignment.
Delivery begins only after onboarding, training, and system readiness are complete.
A clear path into the Factory
Four clear steps.
One controlled launch.
Each step builds on the one before it, so delivery starts with the right access, plan, and capacity.
Apply
Share where you are licensed, what you sell, and your current capacity.
Confirm readiness
Complete Legacy approval, agreements, training, and system setup.
Build your plan
Align product, state, delivery type, and starting volume.
Begin delivery
Receive approved opportunities with source and status visible.
Built for the agents building Legacy
Ready to see where you fit?
Start with the secure Legacy Agent Onboarding Application.