Temp-Getting-Started

Getting Started Is as Easy as 1-2-3

Whether you’re new to the industry or just looking for a better fit, Legacy Agent makes onboarding fast, simple, and supportive — with no long-term commitments or confusing agreements. You're just a few clicks away from accessing top carriers, proven training, and real support.

🪜 Step-by-Step Guide

Request Contracting Access: Complete one simple form to start the process. We’ll review your submission and send your secure login to begin onboarding.

Unlock Your Portal: Once approved, you’ll get access to our private Agent Portal — including quoting tools, training tracks, warm-up messages, and your own CRM.

Plug Into Support: From personal mentorship to a built-in AI assistant that can answer training, coaching and compliance questions 24/7, you’re never on your own.

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What Agents Are Saying

We don’t rely on hype — just real support and real results. Here’s what agents across the country have to say about their experience with Legacy Agent.

I wasn’t sure what to expect, but the training actually made sense. I booked my first appointment by the end of week one

I’ve been licensed for a while but never had structure. Legacy gave me a system I could finally follow — not just theory

Michael answered my questions personally, which blew me away. I’m not used to that kind of support

I didn’t want to recruit — I just wanted to sell. Legacy doesn’t push that stuff, and it’s been a relief

I ask the AI assistant questions all the time. Stuff like ‘what do I say if the client wants to think about it?’ — and it actually helps

The last place I worked with gave me a login and disappeared. Here, someone actually followed up with me and made sure I was set up right

I’ve worked with big-name agencies before, but Legacy was the first one that actually followed through on what they promised

It was my first time doing Final Expense, and I was nervous. The scripts and cheat sheets made it so much easier than I expected

I didn’t think I’d use the CRM at first, but now I rely on it every day to stay on top of follow-ups. It’s simple but effective

One platform. Three simple steps. Everything you need to start selling with confidence.

Launch Your Legacy

Getting Started Is as Easy as 1-2-3

🪜 Step-by-Step Guide

What Agents Are Saying

We don’t rely on hype — just real support and real results. Here’s what agents across the country have to say about their experience with Legacy Agent.

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