🧠Need Help?
Meet your Legacy Assistant — a human-enhanced AI tool trained on our systems and available 24/7 to support your business.
Whether you’re navigating contracting, quoting, sales training, or just looking for answers inside the portal, it’s here to help.
It’s like having a knowledgeable teammate ready whenever you need it.
Ask Me Anything
Carrier
Apps & Guides
Product information on carrier apps, underwriting guides, Rx guides organized by state.
Carrier Info
Lead Options
Several different lead options, from digital to directmail, designed to put you in front of more people.
Order Leads
Simple Issue Quoter
As a contracted you have access to quote Simple Issue Term, Final Expense, and MedSups
Get Quotes🗂 Legacy CRM / AMS Access
Our custom CRM system is designed to help you track leads, manage policies, and organize your business like a pro.
You'll be able to access contacts, client notes, reminders, and more — all in one place.
Agent Training
Final Expense Training
Master the Legacy Final Expense system — from lead to close.
Access step-by-step video tutorials, proven scripts, and underwriting guides to help you confidently sell simplified issue policies. Learn how to handle objections, qualify clients, and close with speed and consistency.
Mortgage Protection Training
Learn the full Legacy sales process from appointment to close.
This section walks you through Remote Sales techniques, live appointment setting, in-home presentations, objection handling, and referral conversations — all tailored for Mortgage Protection leads. Includes real scripts, video coaching, and downloadable tools to help you build confidence and consistency.
Carrier Portals
