Limited Availability: 5-10 Spots

We Build The
Infrastructure

We give agents the one thing money can't buy: Time. Stop prospecting and start selling.

Apply for Private Access

Private, invitation-only community

The Infrastructure of Production

Prospecting is a Job.
Legacy is a Business.

The elite agent doesn't stay trapped in the dial. They build the systems that liberate their time while compounding their book.

The Old Way: The Grind

$132K+

Wasted Annually

Lost to human transfer agents and overhead that doesn't scale with your ambition.

40%

Lead Leakage

Qualified interest lost to missed calls, slow response times, and manual follow-up.

Zero

Time Freedom

Trapped behind a desk, trading hours for dials instead of building a lasting legacy.

The New Way: The Legacy

99%

AI Accuracy

Flawless qualification scripts that warm-transfer high-intent prospects directly to your terminal.

Real-Time

ROI Mastery

Complete visibility into marketing spend and policy performance with automated conservation.

10x ROI

Guaranteed Floor

Systems engineered specifically to return a minimum of 10x on every dollar of lead spend.

The Infrastructure of Choice for Elite Carriers

Mutual of OmahaAMERICOEthos.CorebridgeAETNAGerberBaltimore LifeTransamericaRoyal Neighbors
Mutual of OmahaAMERICOEthos.CorebridgeAETNAGerberBaltimore LifeTransamericaRoyal Neighbors
Mutual of OmahaAMERICOEthos.CorebridgeAETNAGerberBaltimore LifeTransamericaRoyal Neighbors

PROVEN RESULTS

Built by Agents, for Agents

95%

AI Qualification Accuracy

10x

ROI on Marketing Spend

$12k-$15k

Monthly Profit Per Agent

Zero

Cold Prospecting & Dials

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LegacyCore

Elite Community of AI-Powered Agents

AI VOICE AGENT SYSTEM

Pre-Sold Transferred Leads
(Stop Prospecting)

Eliminate the daily grind of prospecting. Our AI qualifies, nurtures, and transfers pre-sold leads directly to you. You focus on closing the deal, while we handle the 12-month policy retention and everything else.

AUTOMATED WEALTH MANAGEMENT

Build Wealth Automatically
with Every Commission

Commission Intelligence

Stop living paycheck-to-paycheck. Smart commission splitting automatically divides income into customizable buckets: business capital, taxes, personal expenses, and growth fund. Watch your business capital compound while tax money is set aside automatically. Build a sustainable business, not just a job.

9 Core Benefits

The Infrastructure for the
High-Production Agent.

Real-Time Analytics

Provides comprehensive, real-time insights into business performance and key metrics.

Real-Time Analytics

Automated Retention

Tracks policy status changes automatically and alerts agents about issues like missed payments.

Automated Retention

AI Customer Service

Handles client inquiries with immediate assistance and escalates with full context.

AI Customer Service

Personalized Mailers

Sends personalized thank-you letters and policy summaries automatically based on transcripts.

Personalized Mailers

AI Pre-Qualifier

Human-like engagement that pre-qualifies leads for seamless warm transfers with context.

AI Pre-Qualifier

Wealth Management

Smart commission management ensuring proper fund diversification and chargeback protection.

Wealth Management

Conservation AI

Voice AI proactively calls clients about missed payments and updates the backend automatically.

Conservation AI

Call Monitoring

Managers can monitor calls in real time, jump in, or whisper to agents during live sessions.

Call Monitoring

Agent Onboarding

Structured, step-by-step onboarding system designed to scale your agency effectively.

Agent Onboarding

5x Success Metrics

Systems engineered to ensure a minimum 5x return on every dollar of lead spend.

5x Success Metrics

Real-Time Analytics

Provides comprehensive, real-time insights into business performance and key metrics.

Real-Time Analytics

Automated Retention

Tracks policy status changes automatically and alerts agents about issues like missed payments.

Automated Retention

AI Customer Service

Handles client inquiries with immediate assistance and escalates with full context.

AI Customer Service

Personalized Mailers

Sends personalized thank-you letters and policy summaries automatically based on transcripts.

Personalized Mailers

AI Pre-Qualifier

Human-like engagement that pre-qualifies leads for seamless warm transfers with context.

AI Pre-Qualifier

Wealth Management

Smart commission management ensuring proper fund diversification and chargeback protection.

Wealth Management

Conservation AI

Voice AI proactively calls clients about missed payments and updates the backend automatically.

Conservation AI

Call Monitoring

Managers can monitor calls in real time, jump in, or whisper to agents during live sessions.

Call Monitoring

Agent Onboarding

Structured, step-by-step onboarding system designed to scale your agency effectively.

Agent Onboarding

5x Success Metrics

Systems engineered to ensure a minimum 5x return on every dollar of lead spend.

5x Success Metrics

Real-Time Analytics

Provides comprehensive, real-time insights into business performance and key metrics.

Real-Time Analytics

Automated Retention

Tracks policy status changes automatically and alerts agents about issues like missed payments.

Automated Retention

AI Customer Service

Handles client inquiries with immediate assistance and escalates with full context.

AI Customer Service

Personalized Mailers

Sends personalized thank-you letters and policy summaries automatically based on transcripts.

Personalized Mailers

AI Pre-Qualifier

Human-like engagement that pre-qualifies leads for seamless warm transfers with context.

AI Pre-Qualifier

Wealth Management

Smart commission management ensuring proper fund diversification and chargeback protection.

Wealth Management

Conservation AI

Voice AI proactively calls clients about missed payments and updates the backend automatically.

Conservation AI

Call Monitoring

Managers can monitor calls in real time, jump in, or whisper to agents during live sessions.

Call Monitoring

Agent Onboarding

Structured, step-by-step onboarding system designed to scale your agency effectively.

Agent Onboarding

5x Success Metrics

Systems engineered to ensure a minimum 5x return on every dollar of lead spend.

5x Success Metrics
Limited Availability

Only 5-10 Spots
Available This Quarter

This isn't a typical SaaS platform. Every agent receives white-glove onboarding, custom AI training, and dedicated support. We limit enrollment to maintain quality and ensure every agent succeeds.

72 hours

Average application review time

2 weeks

Custom AI voice training period

Q2 2026

Next cohort opening

Spots fill on a first-come, first-served basis. Once this cohort is full, applications close until Q2 2026.

THE TRANSFORMATION

Stop Trading Time
for Money

"I went from working 60+ hours/week earning $8,500/month to working 30 hours/week earning $18,000+/month. LegacyCore gave me my life back."

— Elite agent, 14 months on platform

Imagine Your New Reality:

AI pre-sells and qualifies leads before the live transfer

No more $11K/month transfer agent expenses

Zero policies falling through the cracks

Time freedom to scale or enjoy life

Wealth building automatically with every commission

Real business ownership, not just a job

Apply for Private Access

Limited to 5-10 agents this quarter • Applications reviewed within 72 hours

Meet
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LegacyCore