Recurring billing
Your card is charged $97 on your signup date and on the same date each month until you cancel. Stripe processes all payments.
What's included
One membership. Everything in one place.
Your monthly fee covers access to the agency's CRM and the tools you use to follow up with clients.
Contact management
Keep client and prospect records in one place.
Sales pipeline
See where each prospect stands, from new lead to placed policy.
Appointment booking
Give clients a calendar link to schedule time with you.
Follow-up tools
Stay in contact through the CRM's calling, text, and email tools.
Lead alerts
Get notified when a lead you ordered reaches your CRM.
Direct agency support
Get help with your account from the Legacy Life Group team.
How it works
Get started in four steps
Click Start Now
Pay the $97 monthly fee through Stripe's secure checkout.
Confirm your licenses
Share your NPN and licensed states so we can verify them.
Get your login
We'll set up your CRM access once your licenses are verified.
Order leads if you want them
Buy a prepaid lead order when you're ready.
Optional add-on
Optional prepaid lead orders
Members can buy exclusive life insurance leads from inside their account. Each order is prepaid, and the price per lead is shown before you pay.
- Leads are delivered in turn to members with a paid, open order.
- Each lead goes to one agent.
- You only receive leads from states where your license is verified.
- Delivery continues until your order is filled, based on available lead volume.
- Your membership doesn't include leads or require you to buy them.
How a lead reaches you
New lead
Your turn
Your CRM
Sample order18 of 25 delivered
Agent membership
$97
per month
- Billing
- Monthly, recurring
- Trial
- None
- Cancellation
- Any time
- Leads
- Optional, sold separately
Billing, cancellation, and refunds
Cancellation
Cancel any time by calling (702) 550-0211. You keep access until the end of your paid month, and you won't be charged again.
Membership refunds
Monthly fees aren't refunded for partial months. If we can't verify your license, we'll refund your first payment. If you were charged in error, contact us within 30 days and we'll correct it.
Lead replacements
Report a disconnected number, wrong person, duplicate, or out-of-state lead within 72 hours for review. Approved leads are replaced.
Lead order refunds
If we can't fill your order within 30 days, you can request a refund for undelivered leads. A lead who doesn't answer or doesn't buy isn't refundable.
Billing questions and disputes
Call us before disputing a charge, and we'll work with you to resolve it. We aim to respond within 2 business days.