New · AI Statement Scan ✦ AI Follow-Up Writer ✦ Voice Debrief
The team's
operating system.
Every case tracked to the finish line. Follow-ups written by AI. Commission statements filed from a photo. Built around our comp grid, our carriers, and the way Legacy business actually runs.
Built for our team · Your book stays private to your login · Backed up daily
Computed automatically, at your contract level.
The actual app
This is what you get, on day one.
Not a concept — real screens from the app your team is using right now. Swipe through.
Your day, first thing
Appointments, calls due, and what your pending cases are worth.
Client Pipeline
Every lead and case on one board — drag it forward as it moves.
Contacts
Your whole list, with the Top 25 qualifiers on every person.
Calendar
Appointments and trainings, colour-coded, synced to your phone.
Tasks
What you owe people today, with the note attached.
Reports / Cash Flow
What came in, what's coming, and whether you're on pace.
Inforce Policies
Paid commission and points, verified against the carrier.
Voice Debrief
Talk after a sit — it files the notes, to-dos and referrals.
Acquisition Tracker
How close you are to $50k — and what you need every month.
Promotion Tracker
Every requirement for your next level, and what's still missing.
Demo data — every name shown is invented. Your book is private to your login.
Three things no other agent's CRM does
The unfair advantages
AI STATEMENT SCAN
Photograph a statement. It files itself.
Any carrier, any layout. Snap a photo or drop the PDF — the AI reads every payment line, matches it to your policies, keeps chargebacks honest, and records your commissions on the day the money landed. You approve before anything saves.
Corebridge · statement Jul 15
AI FOLLOW-UP WRITER
One tap writes the follow-up.
It already knows who they are, what they want, and how long it's been. Tap AI Draft on any client, prospect, or recruit — pick a tone, edit if you like, and it opens in Messages ready to send. Ten seconds from “I should follow up” to sent.
To: Grace · IUL prospect · 6d since contact
VOICE DEBRIEF
Walk out of the appointment. Just talk.
Say what happened on the drive to the next one. Notes, tasks, appointments, referrals — even the policy you just wrote, with your commission already projected at your level. Matched to the right people automatically.
Nothing saves until you approve it.
It never forgets your money
Generic CRMs track contacts. This one tracks commissions — the way our carriers actually pay them.
Your comp grid is built in
All 16 levels across Schedules A, B and C. Enter a policy's target premium and see your exact commission — the right schedule auto-detected per product.
It knows when carriers owe you
Annuity second halves after the free-look. Corebridge's as-earned 25% in month 10. The app records what's paid and reminds you the moment the rest is due.
See money before it arrives
Every pending case carries a projection at your contract rate, and the acquisition tracker forecasts your year — so you always know where you stand against $50k.
Place a case in force and your commission is recorded automatically — at your level, on the spot.
Your entire book, in before lunch
No data entry. F&G agents: two Saleslink downloads and the app walks you through every click. Everyone else: photograph a commission statement and let the AI do it.
Download your Book of Business
Saleslink → My Business → Book of Business. Every client, phone, DOB and policy comes in.
Add your TAP report
Your points fill in automatically — annuity deposits handled too. Corebridge exports work the same way.
Or just photograph statements
The AI Statement Scan reads any carrier's paperwork — payments file themselves after your review.
Acquisition & Promotion
Know exactly how far you are from qualifying.
It counts the commission cash actually in your account, adds what your submitted cases are worth, and tells you the number you need every month for the rest of the year. No spreadsheet, no guessing in December.
- Cash received this year, ringed against the $50,000 goal
- Your submitted cases layered on top, so you see the finish line early
- On pace or behind — measured against today, not December
- The number you need per month for the months that are left
- How many average-sized cases that actually is
- A year-end forecast at the pace you're going right now
The Promotion Tracker does the same for your next level — every requirement, what your production already covers, and what is still missing.
For builders
Your base shop. Your overrides. Live.
Associate · 3,000 in force · spread C 35%
+$525 more when their pending business places
Your tree builds itself
Every agent gets an invite code. New associates sign up through yours and land in your downline automatically.
Base shop, live
Your whole team's production rolled up — in-force vs submitted, 30 and 90 days — plus estimated overrides per leg, computed from the real comp grid.
Recruiting, all the way to licensed
Prospect → presentation → licensing checklist → producing. Sprint & Rhino credit tracking included.
Promotion paths, visible
Every downline shows their path to the next level — so you know who's close before they do.
Totals only — uplines see production numbers, never a downline's clients or personal details.
Legacy Pipeline Pro
Two links with your name on them.
You don't build anything or host anything. Send a photo and your phone number, and these come back with your face on them — every person who fills either form lands in your pipeline and your phone buzzes.
Your own website
Your photo, your story, your booking link — mortgage protection, IUL and annuities explained in plain English. The kind of site agents pay four figures to have built.
Your class registration page
“You’ve been invited by you”, with your photo. Guests pick a session, get reminded twice, and every registration is credited to you.
Your website sends them to your class page. Your class page fills your pipeline. Edgar teaches the class — you just share the links and call the people it hands you.
Included in Pro, $10/month over Basic. Both are free for your first 30 days.
Pricing
One case pays for five years of it.
A single 3,000-point case at the lowest contract level — 40% — puts $1,200 in your pocket. That's five years of Legacy Pipeline from one sale. Try it free for 30 days — everything included, Pro too — and cancel any time before it ends and you won't be charged.
Basic
Your whole book of business, on your phone.
Or $200 a year — two months free.
The whole CRM. Nothing held back.
- Add & track every contact — Top 25 qualifiers built in
- AI contact scan — snap your Top 25 sheet, it reads the handwriting
- Client & recruiting pipelines, drag-and-drop
- Calendar, appointments, reminders & tasks
- Voice debrief — talk after a sit, it writes the notes
- AI statement scan — snap any carrier statement, payments file themselves
- AI follow-up writer — drafts the message in your voice
- Commissions, projections & cash-flow reports at your level
- Inforce policies, clients & client-care milestones
- Sprint & Rhino, promotion and acquisition trackers
- Your base shop's team tree and production
30 days free, then $20/month. Cancel any time.
Pro
Everything in Basic, plus your own lead machine — for $10 more.
Or $300 a year — two months free.
Everything in Basic, plus your lead machine.
- Your own professional website, built for you
- Your personal Legacy Class registration page
- Instant lead alerts — your phone buzzes in seconds
- Automatic emails: confirmation, reminders, after-class follow-up
- Every registrant lands in your pipeline, credited to you
- Leaders: see your whole downline's guests and step in to help
30 days free, then $30/month. Cancel any time.
Your price stays your price for as long as you stay subscribed. Switch between plans or cancel any time from your profile.
In both plans
- Works on any phone — add it to your home screen
- Push alerts for appointments, tasks & new leads
- Light & dark mode
- Export your whole book any time
- Every update included, automatically
- No contract — cancel any time
Cancel anytime from your profile — your data stays yours, and you can export it on the way out.
On your phone in five minutes.
Built for Legacy Leadership Group agents. Open legacypipeline.app on your phone, add it to your home screen, and sign up with your upline's invite code — your team tree builds itself from day one.
Ask your upline for their invite code — it links your accounts.