Legacy Pipeline
🎤 New: AI Voice Debrief · 👥 Team & Override Dashboards
The CRM built for Legacy Leadership Group.
Your comp grid, your carriers, your Saleslink files — already inside. Talk to it after every appointment, watch your base shop grow, and see exactly what you're owed.
Built by a Field Director writing F&G and Corebridge.
Computed automatically, at your contract level.
AI Voice Debrief
Walk out of the appointment. Just talk.
Tap the mic and say what happened — the AI files the paperwork while you drive to the next one.
You say:
“Met the Hernandez family — husband wants a 250k IUL, wife's rolling her 401k into an annuity. Send the illustration by Friday, book a Zoom Tuesday at 2 — and their neighbor Maria wants a quote too.”
The app files:
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Notes
Filed on the Hernandez client record — IUL for him, annuity rollover for her.
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To-do
“Send the illustration” — due Friday, high priority.
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Appointment
Zoom booked Tuesday at 2:00 PM, on your calendar.
👤
New lead
Maria captured as a referral, ready to call.
📄
Pending policy
Say “wrote a 300k term, target premium 1,200” and the case is created — commission already projected at your level.
🔊
It talks back
Confirms out loud what it caught — and nothing saves until you approve it.
Notes, to-dos, appointments, referrals, even pending policies — matched to the right client or prospect automatically.
Your entire book, imported in minutes
No data entry. You already have the files — they're sitting in Saleslink. The app walks you through the exact clicks.
Download your Book of Business
Saleslink → My Business → Book of Business. Every client, phone, DOB and policy comes in.
Download your TAP report
Saleslink → My Business → TAP Production Reports. Your points fill in automatically — annuity deposits handled too.
Drop them in the app
Smart column matching, duplicate-safe, and every save is verified. Corebridge policy exports work the same way.
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 — Associate through Generation 6 — across Schedules A, B and C. Enter a policy's target premium and see your exact commission at your level. The right schedule is even auto-detected per product.
⏰
It knows when carriers owe you
Annuities: 50% at issue is recorded, and you get a reminder the day the 30-day free-look ends so the second half never slips. Corebridge: your 75% advance is recorded at placement, and a task fires in month 10 when the as-earned 25% starts paying.
📈
See money before it arrives
In-force and submitted business are tracked separately — because you don't get paid until it places. Every pending case carries a commission projection at your contract rate, so you always know what's in flight.
For builders
Your base shop. Your overrides. Live.
Recruiting is the business. Legacy Pipeline is the first CRM that shows your whole team — and what building it pays you.
🔗
Your tree builds itself
Every agent gets a personal invite link. New associates sign up through yours and land in your downline automatically — no spreadsheets, no chasing.
🏠
Base shop, live
Your whole team's production rolled up — in-force vs submitted, last 30 and 90 days, plus every recruit in your base shop's pipeline.
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Watch your overrides
Your contract spread × each leg's placed business, computed per schedule — plus what's coming the moment their pending cases place. The reason you build, in dollars.
📊
Know who's about to promote
Every downline shows their path to the next level — “→ SA 3/4” — so you know who's close before they do, and exactly what to coach.
Totals only — uplines see production numbers, never a downline's clients or personal details.
From first conversation to licensed producer
🧲
A real recruiting funnel
Prospect → Opportunity Presentation → 1-on-1 → Licensing → Licensed, with follow-ups and a licensing checklist for every recruit.
🦏
Sprint & Rhino tracking
Credit field-training policies toward your new associates' awards — split business counts the full points, the way it actually works.
☂️
Licensed → E&O in minutes
The day someone gets licensed, the app hands them the exact steps to the best E&O price so they can start writing.
Built for agents going somewhere
🚀
The promotion guidelines, built in
FA → SA → AD → Field Director, with the official standards for each level. Personal metrics auto-track from your book; team standards fill from your linked downline. You always know exactly what's left.
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$50k acquisition tracker
Watch your in-force cash flow climb toward qualifying. Yes, there's confetti.
🎯
Monthly goals
Cash, points and appointment targets with live progress from your real production.
Founding agents get in first — and keep the best price.
How much is one forgotten annuity second-half worth? More than a year of this app.
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