EnrollHere is a distribution platform for call-center agencies and carriers with 25 to 500+ users, covering telephony, routing, commissions and retention. LegacyCore is the Final Expense Agency Operating System for agencies with 5 or more agents: carrier application entry, book health, chargebacks and conservation. Facts checked 2026-10-29.
By Joseph Santos, founder of LegacyCore · Reviewed 2026-10-29
EnrollHere describes an integrated distribution platform for agencies and carriers, from lead to commission, in nine modules: Connect, Flow, Ledger, Structure, Signal, Guardian, Mentor, Resolve and Intelligence.
It targets call-center and telesales agencies that use screeners and warm transfers, and carriers, at 25 to 500+ users. It says it is purpose-built for Medicare Advantage, ACA and final expense distribution.
LegacyCore is the Final Expense Agency Operating System, for licensed agencies with 5 or more agents across several carriers. The SI Closer answers inbound calls, qualifies callers and books them with a licensed agent. The Portal Worker fills carrier applications and stops before the final Submit. Book Health checks connected carrier portals for lapse signals, missed payments and pending requirements, and Conservation SI drafts follow-up that a person approves before it sends. Agents, managers and admins each see their part of the same book.
Each row was checked against the vendor's own public pages on 2026-10-29, and each row links its sources. Unconfirmed means the vendor's pages do not state it, or state it in ways that conflict. Features and prices change, so confirm details with each vendor before you decide.
LegacyCore
Final expense agencies with 5 or more agents.
EnrollHere
Call-center and telesales agencies and carriers with 25 to 500+ users, in Medicare Advantage, ACA and final expense.
LegacyCore
Not part of the published plans.
EnrollHere
Inbound and outbound calling, ratio (power) dialing, agent-aware pacing, number rotation and cleansing, live transcription, whisper and barge monitoring, and warm transfers.
Source: enrollhere.com/platform, enrollhere.com/complete-suite
LegacyCore
Not part of the published plans.
EnrollHere
Rules-based and AI-assisted routing by license, state, product and campaign, dynamic number insertion, and leads from over 36 publishers.
Source: enrollhere.com/platform, enrollhere.com
LegacyCore
Keeps each client's policies, pipeline stage, notes, timeline, follow-ups and calendar in one place, and works alongside an existing CRM.
LegacyCore
The Portal Worker pre-fills applications inside the carrier's own portal on 6 carriers (Americo, Mutual of Omaha, Transamerica, Corebridge, American Amicable and Ethos) and stops before the final Submit for the agent to approve. An e-signature tool is not part of the published plans.
LegacyCore
Book Health checks each connected carrier portal for lapse signals, missed payments and pending requirements, for one carrier or all of them at once. Status syncs have run in production for Americo, Mutual of Omaha and Transamerica. Carrier portals are set up during implementation, after a written authorization for each one.
EnrollHere
Unconfirmed. Ledger reconciles to carrier data, but no feed or portal method is described.
Source: enrollhere.com/commissions-suite
LegacyCore
The SI Closer answers inbound calls, qualifies callers and books them with a licensed agent, who writes the policy (Scale and Enterprise). It does not live transfer, and outbound calling is not live yet.
EnrollHere
AI call analysis, compliance risk detection and shopper-intent scoring (Signal), and AI-assisted QA scoring and agent scorecards (Mentor). AI voice agents: Unconfirmed, not described.
Source: enrollhere.com/products
LegacyCore
The Monday book report covers AP written and commission paid, and Chargeback Watch shows advances still at risk. Carrier statement import is not part of the published plans.
EnrollHere
Ledger covers the policy lifecycle, commission calculation and reconciliation, advance and as-earned, multi-level splits and overrides, payouts and audit-ready reporting; Structure handles unlimited multi-level hierarchies with effective-dated changes and compensation rules.
Source: enrollhere.com/platform, enrollhere.com/commissions-suite
LegacyCore
Chargeback Watch is included from Growth, and Book Health flags missed payments and lapse signals read from the carrier portals.
LegacyCore
Conservation SI drafts follow-up to clients on at-risk policies. A person approves it before it sends, and each contact is logged (Scale and Enterprise). Persistency is measured from payment records and carries a confidence label.
EnrollHere
Guardian covers persistence tracking, churn-risk identification, renewal workflows, HRA workflows and a revenue-at-risk view.
Source: enrollhere.com/platform
LegacyCore
TCPA and Do-Not-Call screening that blocks outbound calls when a number cannot be verified, and an audit log of every portal pull and status change.
EnrollHere
DNC and consent enforcement, license-based call controls, compliance scoring and complaint management (Resolve).
Source: enrollhere.com/platform
LegacyCore
One book with three role-scoped views on every plan. An agent sees their own book, a manager their team, an admin every manager and agent.
LegacyCore
A remote MCP server with more than 100 tools on every plan. You choose read only or read and act; full access is for admins.
LegacyCore
A mobile-first web app. The Portal Worker runs on a computer paired to the agent's account.
LegacyCore
Flat monthly plans, not per seat. Growth $499 a month plus $2,500 implementation, Scale $999 plus $3,500, Enterprise from $1,999 plus $5,000. The implementation fee comes back as a credit on the first 3 monthly invoices, up to the plan price each month. No free trial; a demo comes first.
EnrollHere
The Complete bundle is $7,500 a month for Startup 25, $10,000 for Startup 50 and $12,500 for Startup 75, with Enterprise and custom tiers by quote. The Connect suite is $5,000 to $35,000 a month for up to 25 to 500 users, and the Commissions suite $6,000 to $40,000 a month; tiers 3 to 5 of each need a 3-year minimum. Connect Launch is $300 per user per month with no long-term contract.
Source: enrollhere.com/pricing, enrollhere.com/connect-suite, enrollhere.com/commissions-suite, enrollhere.com/connect-launch-suite
EnrollHere facts come from its own public pages. LegacyCore facts come from our pricing and product pages. Confirm anything that matters to you with each vendor.