We give agency owners the one thing a spreadsheet can't: time. LegacyCore is the AI Final Expense Operating System: it closes, submits, monitors, and keeps final expense policies on the books across your whole downline, with compliance underneath every step.
What you lose
What you gain
In beta: an AI voice agent that works final expense leads and warm-transfers qualified callers to a licensed agent. Every call opens with a clear AI disclosure.
Pre-fills and submits applications through authorized carrier portals. When needed, an agent can move to the next carrier without re-entering the details. Checks status on a schedule and sends a daily reminder for outstanding work. Access and workflows are confirmed during setup.
A scheduled worker checks every connected carrier portal for lapse signals, missed payments, and pending requirements, reconciles carrier status against the agency's own book, and ranks the result by at-risk premium in a weekly report. It sits alongside a spreadsheet, CRM, or AMS and does not replace a CRM or AMS.
Follows up with clients about missed payments and policies at risk of lapsing. Each contact is recorded so the agency can review the follow-up.
TCPA and Do-Not-Call screening that blocks outbound calls when it cannot verify a number, an AI disclosure at the start of every AI call, and an audit log of every portal pull and status change that can be handed to compliance without editing it first.
One product, three role-scoped views on the same book: an agent sees their own book, a manager toggles through their team, an admin toggles through every manager across the agency.