DASHBOARD
🧠 Need Help?
Just Ask Coach Kelly!
Coach Kelly, your AI Assistant, is always ready to help — right from the bottom right corner of your screen.
She’s trained on everything inside the Legacy Agent Portal, including:
- 💼 Core carrier product info & underwriting Available Now
- 🧠 Sales scripts, cheat sheets & objection handling Coming Soon
- 📈 Proven marketing & lead generation strategies Coming Soon
- 🛠️ Tools, tech walkthroughs & CRM help Coming Soon
Click the floating icon to start chatting. Whether you're quoting a case, preparing for a sale, or building your pipeline — Coach Kelly’s got your back.
Carrier Portal Access
Quick links to login pages for each carrier to submit business, check statuses, or access marketing materials.
Get Started
✅ Want to Help Someone You Know Get Started Too?
We don’t push recruiting — and we’re definitely not an MLM. But if you know someone who’d thrive in this business, we’re here to support you in bringing them on the right way.
Whether it’s a friend, relative, or former co-worker, you can refer them to Legacy with confidence. They’ll get the same tools, training, and support you’re getting — no pressure, no quotas, and no confusing override structure. Just a real path to succeed.
🔗 Ready to Build a Team?
If you’re serious about mentoring someone or growing a small team, we’ve created a dedicated resource center just for you.
📩 Still want to refer someone?
They can book a quick call, or you can introduce us directly. Either way, we’ll take care of them — no strings attached.
Training
Mortgage Protection Training
Learn the full Legacy sales process from appointment to close.
This section walks you through Remote Sales techniques, live appointment setting, in-home presentations, objection handling, and referral conversations — all tailored for Mortgage Protection leads. Includes real scripts, video coaching, and downloadable tools to help you build confidence and consistency.Mortgage Protection Training
Learn the full Legacy sales process from appointment to close.
This section walks you through Remote Sales techniques, live appointment setting, in-home presentations, objection handling, and referral conversations — all tailored for Mortgage Protection leads. Includes real scripts, video coaching, and downloadable tools to help you build confidence and consistency.
Tools & Quoters
Scripts & Talk Tracks
📞 Life Insurance Appointment Scripts
Two ready-to-use call scripts for life insurance leads. Whether you’re working standard coverage leads or high-face-value requests, these proven talk tracks, voicemail, text, and email templates will help you connect, schedule, and convert.
Scripts & Talk Tracks
📞 Life Insurance Appointment Scripts
Two ready-to-use call scripts for life insurance leads. Whether you’re working standard coverage leads or high-face-value requests, these proven talk tracks, voicemail, text, and email templates will help you connect, schedule, and convert.
Marketing Help
Explore the Full Agent Marketing Hub
Marketing doesn’t have to feel fake, hyped, or overwhelming. At Legacy, we’ve built a resource center focused on ethical, proven strategies that actually work in the real world — from warm market outreach to social media to local referral generation.
✅ Learn how to:
- Start conversations naturally
- Build local awareness without spending a dime
- Use social media without becoming an “influencer”
- Ask for referrals without being pushy
- Avoid the mistakes that turn clients off
Explore the Full Agent Marketing Hub
Marketing doesn’t have to feel fake, hyped, or overwhelming. At Legacy, we’ve built a resource center focused on ethical, proven strategies that actually work in the real world — from warm market outreach to social media to local referral generation.
✅ Learn how to:
- Start conversations naturally
- Build local awareness without spending a dime
- Use social media without becoming an “influencer”
- Ask for referrals without being pushy
- Avoid the mistakes that turn clients off
Support & Resources
Resource Library
The fastest way to get where you’re going.
Think of this as your quick-access hub — whether you're jumping into training, quoting tools, or compliance materials. It doesn’t house everything — it points you to where everything lives.
Jump To:
🎓 Training & Coaching Center – For sales scripts, presentation flows & videos
🧰 Tools Section – Product cheat sheets, quoting links, call scripts
🧾 Carrier Underwriting Reference – By state (check for updates as some info may change)
🧠 AI Assistant Help Center – Coming soon: Ask questions, get instant help 24/7
Resource Library
The fastest way to get where you’re going.
Think of this as your quick-access hub — whether you're jumping into training, quoting tools, or compliance materials. It doesn’t house everything — it points you to where everything lives.
Jump To:
🎓 Training & Coaching Center – For sales scripts, presentation flows & videos
🧰 Tools Section – Product cheat sheets, quoting links, call scripts
🧾 Carrier Underwriting Reference – By state (check for updates as some info may change)
🧠 AI Assistant Help Center – Coming soon: Ask questions, get instant help 24/7
Enhancements Coming Soon
The tools you have now are just the beginning. Here’s what’s on the way to help you work smarter, move faster, and grow bigger.
🖥️ Legacy CRM
Track leads, follow-ups, and production in one place.
Coming soon: Free with production or $15/month standalone.
🧰 Legacy Automation Suite
Prebuilt email/text workflows, lead warm-up scripts, and automated outreach — fully integrated with the CRM.
Requires CRM.
Pricing: Free with production or $30/month.
📊 Team Builder Dashboard
Submit new downlines, track override spreads, and manage onboarding status — all from one screen.
📚 Interactive Training Center
Searchable library of training videos, scripts, and guides — all in one place, always up to date.
💡 Got Ideas?
We’re building tools that agents actually use.
📩 Suggest features anytime: partners@legacyagents.com
The tools you have now are just the beginning. Here’s what’s on the way to help you work smarter, move faster, and grow bigger.
🖥️ Legacy CRM
Track leads, follow-ups, and production in one place.
Coming soon: Free with production or $15/month standalone.
🧰 Legacy Automation Suite
Prebuilt email/text workflows, lead warm-up scripts, and automated outreach — fully integrated with the CRM.
Requires CRM.
Pricing: Free with production or $30/month.
📊 Team Builder Dashboard
Submit new downlines, track override spreads, and manage onboarding status — all from one screen.
📚 Interactive Training Center
Searchable library of training videos, scripts, and guides — all in one place, always up to date.
💡 Got Ideas?
We’re building tools that agents actually use.
📩 Suggest features anytime: partners@legacyagents.com
