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 1: Request Contracting Access
Complete one simple form to start onboarding.
We use a universal contracting process — one profile gives you access to all our top carriers.
Step 1: Request Contracting Access
Complete one simple form to start onboarding.
We use a universal contracting process — one profile gives you access to all our top carriers.
Step 2: Choose Your Lead Strategy
We’ll help you choose the right lead approach.
No pressure, no upsells — just honest advice that fits your goals and budget.
Step 2: Choose Your Lead Strategy
We’ll help you choose the right lead approach.
No pressure, no upsells — just honest advice that fits your goals and budget.
Step 3: Unlock Tools & Mentorship
Once you're approved, you'll get access to the Legacy Agent Portal.
Inside, you'll find quoting tools, sales scripts, talk tracks, mentorship support, and real systems designed to help you close business — not just get logged in.
Step 3: Unlock Tools & Mentorship
Once you're approved, you'll get access to the Legacy Agent Portal.
Inside, you'll find quoting tools, sales scripts, talk tracks, mentorship support, and real systems designed to help you close business — not just get logged in.
Just Getting Started in Insurance?
If you’re brand new to the insurance industry, you don’t need to figure everything out alone. At Legacy, we’ll guide you through the entire licensing process — from choosing the right state-approved course to getting ready for your exam.
Whether you're exploring this career for the first time or coming back after a break, we’ll help you take the first step with clarity and confidence.
Need to Get Licensed?
If you’re just starting out, we’ll connect you with discounted pre-licensing classes and help you navigate the process.
Need to Get Licensed?
If you’re just starting out, we’ll connect you with discounted pre-licensing classes and help you navigate the process.
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.
