One book for every policy
Every application, its status and its premium in one place, so nobody is rebuilding the book from a spreadsheet.
Back Office
The back office that shows you the book
Every policy, every carrier status and every agent in one place. Where the data has gaps, it says so instead of guessing.
Live today
What the back office tracks
Persistency that shows its confidence
13-month persistency measured from payment records, with a confidence label. Thin payment data reads as thin data, not as a lapsing book.
Persistency by carrier
See which carriers hold up and which do not, for one agent or a whole team, from the same payment-based calculation as the persistency card.
Team tree
Managers see the downline as a tree, with production flowing through each branch, so it is clear where the volume comes from.
Flight-risk early warning
Production trend, chargebacks and activity roll into a warning for each agent, so a slide is visible while there is still time to talk. Every flag lists its reasons, so a manager starts a conversation with evidence.
Month-end pace
Agents see what they have earned this month and where the month is heading against the last one.
Carrier status reconciliation
Policies the carrier portal reports that match no application are listed once each, so gaps get fixed instead of ignored.
Lead sources that keep paying
See which lead sources produce policies that stay in force and which leak premium, measured after the sale from active and dead policy signals. Sources with too little data are labelled, not scored.
Export your whole book
Download your book as a CSV whenever you like. Agents get their own, managers their team, admins everything. Sensitive fields such as date of birth, address and medical answers stay out, and every export is logged.
Beneficiary referral contacts
Beneficiaries on active policies are captured and shown to the agent. They are not contacted automatically.
A sample carrier view
A carrier with thin payment history gets no colour at all. It is labelled as not enough data rather than shown as failing.
| Carrier | Policies | Persistency | Status |
|---|---|---|---|
| Carrier A | 96 | 89% | Healthy |
| Carrier B | 71 | 86% | Healthy |
| Carrier C | 47 | 75% | Watch |
On the roadmap
Commission statement parsing, override and debt rollups, and bonus programs are not built yet. We list them here so nobody buys on an assumption.
See it on your own book
Start with a pilot on the policies you already have, and see what needs attention before choosing an ongoing plan.
Discuss your pilotWe run LegacyCore's own book on this system. We make no income claims: figures on this site describe that book and are not customer results. You keep the rights to the data you put in, as our Terms state.