Final expense CRM for agencies with a downline

The book is built around the policy. Each record carries the client and their contact details, the carrier, the product, the premium and where the policy stands today.

• Clients and policies: one record per policy, shown as a pipeline or as the full book.
• Pipeline stages: New and Submitted, Approved, Active and In Force, Needs Attention, and Cancelled, with filters for pending requirements, lapse pending and lapsed.
• Notes and timeline: notes on each policy, and a timeline of the messages, save attempts and status changes on it.
• Follow-ups and calendar: the Schedule page puts policy effective dates, upcoming back-end payouts and the agent's Google Calendar on one calendar, with the next 30 days listed.

Access follows the shape of the agency, on every plan.

• An agent sees their own book.
• A manager sees their team.
• An owner or admin sees every manager and agent.

Most insurance CRMs are built for the front of the sale: lead capture, dialing, texting and drip campaigns. LegacyCore is built around what happens once a client says yes, which is where a final expense agency keeps or loses its commission.

• Carrier applications: the Portal Worker pre-fills the application in the carrier's own portal and stops for a licensed agent's 1-tap review before final submission.
• Policy status: Book Health checks the connected carrier portals for missed payments, lapse signals and pending requirements.
• Chargebacks: Chargeback Watch shows the advances still at stake on recently written policies.
• Saves: Conservation SI follows up on at-risk policies, and complaints and claims go to a person.

• LegacyCore vs Agent CRM: Side by side with a marketing CRM for insurance agents: features and pricing.
• Compare final expense agency tools: LegacyCore next to spreadsheets, generic CRMs and dialer tools.
• Commission tracking: Booked advance against paid, by agent and by carrier.

Moving over is part of setup, and we do it with you. Export your clients and policies from your current CRM or spreadsheet. Bulk add reads rows pasted from Excel or Google Sheets, or a CSV file, matches the columns to LegacyCore's fields, and shows you the result to confirm before anything is saved.

Pricing is flat per plan, not per seat, so adding agents does not change your monthly fee. Every plan starts with a one-time implementation fee and done-for-you setup.

• Pricing: Every plan, the implementation fee and what each plan includes.
• Book a demo: Walk through your carriers and team with us before you pay anything.

See what your own book would show before you pay anything: book a demo and we walk through your carriers and team, and show the at-risk report on sample data. Pricing, the back office and how we measure every number are linked below.