Success Through Partnership
Legacy Agents know that we are committed to your Success, creating real value for our partnering agents and advisers.
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What We Do
envelopeLead Generation
LEAD GENERATION
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.
Other Highlights
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!.
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Tech, Tools, and Apps
The Legacy Technology package is designed to take the stress out of your life. LEGACY offers Online and Smartphone quoting apps. Read More...
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24/7 Support
Are you having technical issues that have left you frustrated and confused! Help is right around the corner. Submit a Ticket
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Agent Contracting
LEGACY offers simple contracting through Surance Bay (SureLC). One contract for all of our carriers no need to fill out multiple contracts. Read More...
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One-On-One Mentorship/Training
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...
What We Talk About
Is your IMO acting ethically?
- October 13 - 2018
- Latest News
The first thing we think about when we hear the term “ethics” is our interaction with our clients. After all ethics is part of the CE credits we need every two years to keep our license in force, so we can continue providing our services and make a living.
So why then does ethics go out...
How to succeed with Aged Leads
- September 08 - 2018
- Latest News
As we embark on a new, but familiar, $7 lead generating system for mortgage protection the worry for all of us is quality. It certainly was mine. Most of us have experienced the “aged lead” programs from some of the largest IMO’s out there.
3 Ways to Break a Sales Slump
- May 16 - 2018
- Latest News
Finding yourself in a sales slump is depressing as well as discouraging. You’re doing everything you know to do; calling leads, following up, and seeing prospects. Nothing seems to come out of it draining your financial cushion.
How to use UL/IUL in Mortgage Protection
- July 25 - 2017
- Latest News
Universal Life and Indexed Universal Life insurance can be designed as a flexible, low premium insurance policy that offers the option to provide permanent death benefits and cash value growth potential for the Mortgage Protection market.
Direct Mail Leads: where’s all the promises?
- June 15 - 2017
- Latest News
If you’ve been in the life insurance sales business for a while, then you’ve also worked direct mail leads. Whether they were final expense or mortgage protection you’ve ordered them be they “B” leads or fresh you tried and frustration was the result instead of closing.
Why Choose Us
What Our Agents Say
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.
Carl V.
Legacy Broker, Michigan
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.
Alisa, B
Legacy Broker, Ohio
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.
Dave B.
Legacy Partner, Texas
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.
Jim K.
Legacy Partner, Virginia
I searched for over a year and spoke to dozens of IMO’s and I kept coming back to a guy called “Skipper”. I never had the access with my original IMO that I do now with LEGACY. I get as much or as little attention I need and there has always been someone available to take my call or text when I have a question I can’t answer in the home.
Thomas
Legacy Partner, Florida
My home market is only so big and can’t support me every day with direct mail leads. With the help of the other programs LEGACY offers I am able to fill the gaps without having to drive hours away every week.
Jack
Legacy Partner, Tennesse
Thank you very much Michael. I appreciate the support alot I never had this with my old MGA. You guys are awesome.
Tony P
Legacy Partner, Texas