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Video Tutorials

Learn how to make the most of LegacyCore with our step-by-step video tutorials. From basic navigation to advanced features, we've got you covered.

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Getting Started·20:15·Beginner

Complete LegacyCore Platform Overview

A comprehensive overview of the LegacyCore platform, covering all major features and how they work together to streamline your insurance business operations. Perfect for new users who want to quickly understand the platform's capabilities.

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5:42
Getting Started·Beginner

Getting Started with LegacyCore

Learn the basics of navigating the LegacyCore platform and setting up your account.

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8:15
Applications·Beginner

Creating Your First Insurance Application

A step-by-step guide to creating and submitting your first insurance application in the system.

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6:30
Getting Started·Beginner

Managing Client Information

Learn how to add, edit, and organize client information for better relationship management.

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10:18
Commission Management·Intermediate

Tracking Commissions and Payments

Discover the tools for tracking your commission earnings and reconciling payments.

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12:45
Reporting·Intermediate

Generating Custom Reports

Learn how to create, customize, and export reports to analyze your business performance.

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15:22
Advanced Features·Advanced

Setting Up Automated Workflows

Streamline your processes by setting up automated workflows and notifications.

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7:55
Getting Started·Intermediate

Managing Team Members and Permissions

Learn how to add team members to your account and manage their access permissions.

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14:10
Applications·Advanced

Advanced Application Management

Master advanced techniques for managing multiple applications and tracking their status.

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Can't Find What You're Looking For?

If you need help with something that's not covered in our tutorials, our support team is ready to assist you.