How the Lead Factory works
A clear path from readiness to opportunity.
One clear process takes active Legacy agents from onboarding and approval to matched opportunity delivery.
Your path into the Factory
Four steps.
One stronger start.
Each step builds on the one before it, so delivery starts with the right access, plan, and capacity.
Share your profile
Tell us where you are licensed, what you sell, your experience, and capacity.
Confirm readiness
Complete Legacy approval, agreements, carrier setup, training, and systems.
Build your lead plan
Align product, state, delivery type, and starting volume.
Begin delivery
Receive approved opportunities with source and status visible.
Readiness before release
Ready before release.
Delivery starts only after every operating requirement is complete.
- Active licenses match the selected products
- Agreements and carrier requirements are complete
- Training, systems, and certifications are ready
- Current eligibility and capacity are confirmed
Private by design
Private from start to finish.
Legacy manages the campaign, intake, assignment, and delivery path in-house.
- Eight focused opportunity categories
- Form leads and live inbound calls
- Product, state, source, and status visibility
- Availability follows current campaign demand
The next step
See where the Lead Factory fits your growth plan.
Start with the secure Legacy Agent Onboarding Application.