Success Through Partnership
Legacy Agents know that we are committed to your Success, creating real value for our partnering agents and advisers.
The secret to becoming one of the most successful agents in our industry is activity! Our leads are designed for just that.
No Lead or Prospecting program is made available to Agents until our sales management has personally had success in selling the program or lead over a period of several months.
We are an MGA that is actively selling and offering real life experience in the field. Our solution is simple, the more people you see in a week gives you that much more of an opportunity to sell policies. The more policies sold the more money in your pocket.
We will always view and treat each insurance agent and financial adviser as our partner and not just a statistic. We will continue to seek out and offer the best products for your clients and the highest compensation for you. We will constantly strive to improve our services and respond to your needs utilizing the latest technology.
We will provide true value-added services and extensive training through personal contact and one-on-one support. You can add more clients and increase your net profits, while building relationships that can last a lifetime!.
The Legacy Technology package is designed to take the stress out of your life. LEGACY offers Online and Smartphone quoting apps. Read More...
Are you having technical issues that have left you frustrated and confused! Help is right around the corner. Submit a Ticket
LEGACY offers simple contracting through Surance Bay (SureLC). One contract for all of our carriers no need to fill out multiple contracts. Read More...
Each agents' situation is unique. We take a one-on-one collaborative approach with every partner. You're not just another person buying leads and struggling. Read More...
As we begin a new year, many of us set new professional and financial goals that we want to achieve in the New Year.
Let's take a closer look at how indexed universal life insurance can be a fit for each phase of a consumer's life: introduction, accumulation and preservation.
There are three tragedies everyone needs to think about: disability, illness and death. Any or all could strike at any time with death being unavoidable. The best option to prevent inevitable hard times is to prepare early so they are not as tough as they could be.
Moving to Legacy is one of those decisions I wish I’d made sooner. I was stuck at a production level that was good, but not great and couldn’t seem to find the time to get in the field more. The back office management of paperwork from submitting apps to tracking my book to case follow-up has allowed me to spend more time in the field selling! Thanks for the support.
You’re awesome, really. I can’t say enough about well you’ve tailored a lead program in my area. I’ve used other groups in the industry for my leads with varying degrees of success, but your program beats the heck out if those. My sales have never been higher! Thanks for everything.
From marketing to agent support to how well-thought-out your programs and how honest you guys are. It’s impossible to recommend anyone but Legacy.
Legacy has been key for multiple levels of our agency. Our inside sales team likes having several carriers to offer clients options as well as drop tickets, outside sales agents are a huge fan of the mobile apps for quoting and access to material. Add the simplicity of uploading apps and case management, it’s a perfect fit.