LegacyCore
The All-in-One Platform for Insurance Professionals
Streamline applications, track commissions, and grow your business with the industry's most comprehensive insurance management solution.
Agent Dashboard
Welcome back, Sarah!
Performance Overview
Applications Processed
24K+
Monthly Revenue
$5.2M+
Client Satisfaction
98%
Higher Closing Rate
30%
Recent Applications
View all| CLIENT | POLICY | STATUS |
|---|---|---|
| John Smith | Term Life | In Progress |
| Maria Garcia | Health | Review |
| Robert Chen | Auto | Submitted |
ADVANCED COMMISSION TRACKING
Currently Supporting
Automatic tracking of policy status, chargebacks, and payment issues
More carriers coming soon!
See LegacyCore in Action
Watch how insurance professionals use LegacyCore to streamline their workflows and grow their business.
LegacyCore Platform Overview
3:42 • Watch how it works
Mobile Optimized
Access your dashboard, manage applications, and track commissions on any device.
Quick Implementation
Get up and running in under 48 hours with our streamlined onboarding process.
24/7 Support
Our support team is available around the clock to help you make the most of LegacyCore.
Why LegacyCore?
Our platform delivers measurable results for insurance professionals.
62% Faster Application Processing
Our digital application system reduces processing time from an average of 5.2 days to just 2 days, allowing you to bind policies faster.
23% Higher Commission Recovery
Our tracking system identifies and recovers missed commissions, with clients averaging $2,800 in additional monthly revenue.
30% Increase in Closing Rate
Agents using our AI script assistant report closing 30% more sales compared to traditional methods, directly impacting your bottom line.
Powerful Features for Insurance Professionals
Everything you need to manage applications, track commissions, and grow your business.
Application Management
Reduce application processing time by 62% with digital forms and automated underwriting rules that catch errors before submission.
Commission Tracking
Track and reconcile 100% of your commission payments automatically, identifying discrepancies that recover an average of $2,800 monthly.
Client Management
Improve retention by 22% with our automated follow-up system that ensures no client falls through the cracks after policy purchase.
Performance Analytics
Identify your highest-performing sales strategies with customizable dashboards that highlight KPIs driving 80% of your business growth.
AI Script Assistant
Increase closing rates by 30% with our AI assistant that analyzes successful calls and suggests proven responses to client objections.
Multi-Agent Management
Reduce agent training time from 6 weeks to 10 days with standardized workflows and performance benchmarking against top producers.
Solutions by Role
Whether you're an individual agent or managing a team, we have the right solution for you.
For Insurance Agents
Everything you need to streamline your workflow, manage applications, track commissions, and grow your client base.
- Digital application submission with 62% faster processing
- Commission tracking recovering an average of $2,800 monthly
- Client management with 22% improved retention
- AI-powered sales assistant increasing closing rates by 30%
- Performance analytics identifying top-performing strategies
- Document management with secure client portal
Agent Dashboard
Welcome back, Sarah!
Performance Overview
Applications Processed
24K+
Monthly Revenue
$5.2M+
Client Satisfaction
98%
Higher Closing Rate
30%
Recent Applications
View all| CLIENT | POLICY | STATUS |
|---|---|---|
| John Smith | Term Life | In Progress |
| Maria Garcia | Whole Life | Review |
| Robert Chen | IUL | Submitted |
| Sarah Johnson | Term Life | Issued Paid |
Manager Dashboard
Agency performance overview
Total Applications
162
Total Commission
$245K
Team Size
8
Approval Rate
79%
Applications
128/200
Revenue
$187K/$250K
Conversions
24%/30%
For Agency Managers
Gain visibility into your team's performance, manage commissions, and drive business growth with our comprehensive tools.
- Team performance dashboards with KPI tracking
- Agent onboarding reduced from 6 weeks to 10 days
- Commission hierarchy with automated split calculations
- Advanced reporting with 34% improved conversion analytics
- Territory assignment optimization
- Compliance monitoring and audit-ready reporting
Industry Challenges We're Solving
LegacyCore is built to address the most pressing challenges facing insurance professionals today.
62%
of agents spend 15+ hours weekly on administrative tasks
Source: Insurance Journal Survey, 2023
23%
average commission leakage due to tracking inefficiencies
Source: McKinsey Insurance Report, 2023
$8,200
average monthly revenue lost to commission tracking errors
Source: IIABA Agency Universe Study, 2023
78%
of agencies lack integrated digital workflows
Source: Deloitte Insurance Tech Survey, 2023
"Digital transformation in insurance isn't optional—it's essential. Agencies that streamline application processing through automation typically see a 40-60% reduction in processing time."
Emily Ivers
Insurance Technology Analyst, Forrester Research
"Our research found that agencies using integrated commission tracking systems recover an average of 22% more revenue compared to those using disconnected tracking methods."
Robert Davis
Director of Research, Insurance Information Institute
"The most successful agencies today are using AI-driven tools to enhance their client interactions. These agencies report 30-35% higher closing rates on average compared to those using traditional methods."
Jennifer Wilson
Chief Digital Officer, National Association of Insurance Agents
Digital Transformation in Insurance
Recent industry analysis reveals that agencies embracing digital transformation are seeing dramatic improvements in operational efficiency:
- Average 55-65% reduction in application processing time
- 25-40% improvement in client retention rates
- Recovery of $140,000-$180,000 annually in commissions for mid-sized agencies
Source: McKinsey & Company, "The Future of Insurance: Digital Transformation," 2023
Read the full industry reportSee How LegacyCore Helps
Discover how our platform addresses these industry challenges through modern, integrated solutions.
Explore FeaturesPowerful Integrations
LegacyCore connects with all major insurance carriers and business tools, ensuring a smooth workflow.
Specialized for Life Insurance Professionals
LegacyCore is built specifically for life insurance agents, with tools designed to streamline client management, application processing, and commission tracking for all types of life insurance products.
Life Insurance Products
- Term Life
10, 15, 20, and 30-year terms
- Whole Life
Permanent coverage with cash value
- Universal Life
Flexible premiums and death benefits
- Final Expense
Simplified issue coverage
Mortgage Protection
We're expanding our platform to include specialized tools for mortgage protection insurance, helping you protect your clients' most valuable asset.
- Dedicated mortgage protection workflows
- Home value and mortgage tracking
- Multi-carrier quote comparison tools
Why Choose LegacyCore
See how LegacyCore compares to other insurance management solutions on the market.
| Features | LegacyCoreAll-in-one platform | Legacy SystemsTraditional software | Generic CRMsNot insurance-specific |
|---|---|---|---|
| Insurance-specific workflows | |||
| Real-time commission tracking | |||
| AI outbound calling & appointment setting | |||
| Live prequalified transfers | |||
| Voice AI customer service | |||
| Advanced analytics & goal tracking | Limited | Basic | |
| Unified database architecture | |||
| Bulk import with 60+ field support | Limited | ||
| AI conversation analytics | |||
| Document management system | Basic | Basic | |
| Real-time collaboration | Limited | ||
| Implementation time | 2 days | 2-4 weeks | 1-2 weeks |
| Customer support | 24/7 dedicated | Business hours | Business hours |
| Cost | From $89/mo | $200+/mo | $150+/mo |
We're Here to Help You Succeed
From initial setup to ongoing assistance, our support team is committed to helping you get the most out of LegacyCore.
Getting Started
Initial Setup
Create your account, customize your profile, and add your team members.
Data Organization
Import and organize your client information and policy details.
Training & Configuration
Learn how to use the platform effectively with our guided training resources.
Launch
Start using LegacyCore with continued support from our team.
Ongoing Support
Responsive Support Team
Our support team is available during business hours to assist with any questions or issues.
Knowledge Resources
Access our library of tutorials, guides, and best practices to maximize your use of LegacyCore.
Browse resourcesEnhanced Support for Enterprise
Enterprise plan subscribers receive priority support and additional resources.
Learn about Enterprise plansFrequently Asked Questions
Find answers to common questions about LegacyCore's platform, pricing, and implementation.
How long does implementation take?
Most customers are up and running within 48 hours. Our implementation team will guide you through the entire process, including data migration, training, and configuration.
Can I import my existing client data?
Yes, LegacyCore offers multiple import options. You can upload CSV files, connect directly to common CRMs, or have our team assist with a custom migration for larger datasets.
Which insurance carriers do you integrate with?
LegacyCore integrates with 40+ major insurance carriers including Prudential, MetLife, New York Life, MassMutual, Northwestern Mutual, and many more. View our full list of carrier integrations in our documentation.
Is my data secure with LegacyCore?
Absolutely. LegacyCore is SOC 2, GDPR, and HIPAA compliant. We use bank-level encryption for all data, both in transit and at rest. Our platform undergoes regular security audits and penetration testing.
Can I use LegacyCore on my mobile device?
Yes, LegacyCore is fully responsive and works on any device. We also offer native mobile apps for iOS and Android that allow you to manage applications, track commissions, and communicate with clients on the go.
What kind of support is included?
All plans include 24/7 email and chat support. Professional and Enterprise plans include phone support and priority response times. Enterprise customers also receive a dedicated account manager.
Can I cancel my subscription at any time?
Yes, LegacyCore offers monthly plans with no long-term contracts. You can cancel your subscription at any time without penalty. We also offer annual plans at a discount for those who prefer that option.
Do you offer custom development for specific needs?
Yes, our Enterprise plan includes options for custom development and integrations. Contact our sales team to discuss your specific requirements and how we can tailor LegacyCore to your business.
Don't see your question here?
Ready to elevate your insurance business?
Join thousands of insurance professionals who have transformed their business with LegacyCore.
Everything you need to succeed:
- Streamlined application processing
- Complete commission tracking and reporting
- Comprehensive client management tools
- Advanced analytics and performance metrics
- AI-powered sales assistance