The all-in-one client networking platform of the future
Link is a platform that gives the advisor an infinite overview of their clients, their clients’ beneficiaries, and a snapshot of their clients’ finances – with one-of-a-kind tools to deliver your products and information to them digitally.
What we can help you achieve
An organized book of business | Electronic product distribution | Secure online collaboration | Seamless information sharing | Dynamic connectivity | Advanced client insights
Meet The Family
Network directly with the friends and family of your clients for new business and opportunities.
Get Acquainted
Gain insight and understanding into your client’s goals and needs like never before.
Share Digitally
File sharing in a secure online platform where you can talk and collaborate with clients.
Have A Chat
Live online messaging is vital. You’ll never be out of touch with your clients again.
Endless Capabilities
Now with SmartOffice
Link and SmartOffice make the perfect pair. This combination provides insurance agents everything they need to succeed in their business.
Unprecedented Collaboration
Share Files, Insurance Policies & Information Digitally
The world is digital. Link provides an easy and secure solution to deliver information and policies to your clients.
- Advisors use Link to work with clients in a digital environment. Deliver your products directly into their secure file storage system.
- Add notes and policy details to the files, where you and your clients can jointly access and collaborate on Link.
- Clients receive Link access to view information advisors share and while storing all their other important life information.
- Link gives you notifications when your clients view a file or make changes, providing greater insights so you can contact your clients at the right times.
Next-level insights to understand clients
Knowledge is power. With Link, advisors learn more about their clients. Know which clients are engaged and which need a little extra love. Identify gaps in coverage, recommend solutions, and build a connection with the clients’ entire network.
"I would urge advisors who are considering purchasing Link to consider this seriously. It's a small investment that I believe provides great returns and is a game-changer for any professional practice."
Kristina M. SmithInsurance Agent, CLTC
What happens if my subscription expires? Is my data safe?
Unless you specifically request your information to be deleted, we store your data securely and indefinitely. However, you would need to re-subscribe to gain access to your data.
How do I connect my SmartOffice to Link?
Link is already integrated with SmartOffice. Instead of adding a client manually, you will press “import client from SmartOffice.” Then, put in your credentials supplied by you or your general agency to synch your offices.
Where do I go if I have questions about my Link account?
If you have support issues, you can email support@18.220.128.78 or use the chat-bot in your account if you need immediate assistance. We also have a client success team that offers advisors advice on how to succeed with Link.
Do my client's connections count towards my subscription?
No. Your subscription comes with unlimited second and third-degree connections. Only clients that you add count towards your subscription limit.
Can I contact my client's connections?
Yes, but be tactful. LegacyShield provides a kit, including best practices and sample emails. Above all, remember that connections are likely important to your clients, and you will want to be respectful and mindful of how you approach connections.
A Sneak Peak
Curious to see how SmartOffice functions inside of Link? Watch this quick video to see for yourself.
Seamless Sharing & Networking
Pass on Information and Provide Clients Peace of Mind
Do you have a solution for sharing your clients’ insurance policies and critical information with them and their loved ones? Link allows advisors to grow their book of business organically while providing clients with the quality and ease of use they desire.
- Insurance policies, files, documents, account information, and more can all be shared at any time or automatically by preset life events or dates that you choose such as death or hospitalization.
- When consumers connect with their friends and family, those connections become your new sales leads.
- Connected members can collaborate on information, which empowers you, the advisor, to connect across multiple generations.
Seamless Sharing & Networking
Build a Multi-Generational Book of Business
Clients who have a trust, will, or life insurance policy are often not forthcoming with information to their beneficiaries. In many cases, family members aren’t even aware that they are beneficiaries. Whether clients feel reluctant to discuss financial matters with family or discomfort when thinking about end-of-life planning, this lack of communication can lead to conflict, confusion, and even lost wealth.
- Build trust among your clients and their families. As you collaborate with the family, you act as a “financial quarterback” who creates and executes a successful, long-term plan. The more clients trust you, the more likely they will stay with you and buy additional products over time, and their family members may feel inclined to do the same.
- Differentiate you as an advisor. For many potential clients, an advisor who is eager to be a resource to both them and their families to close the loop fully is a major plus that will set you apart from other advisors.
- Keeps money in the clients’ family by putting measures in place, such as who can access what and at what time. For instance, it can prevent beneficiaries from treating the money as a windfall and immediately cashing out with the advisor to spend it.
Activate Connectivity
Our singular focus is to enable the life insurance industry to grow through client connectivity and digital distribution.
Welcome to LegacyShield.
Made with love in Jacksonville, FL