The New Standard
Bringing Next-Level Tech
To Insurance
- Delivery Quotes Digitally
- Store In-Force Policies Online
- Share Policy Information
- Renewal Reminders
Build Relationships
- Clients Invite Friends & Family
- Insights Into Finances
- Life Events & Changes
- Usage Statistics
Communicate
- Live Messaging
- Discussions & Comments
- Read Receipts
- Multi-channel Notifications
Thrive
- Work From Your Phone
- Automatic Tasks & Reminders
- Prioritize Work
- Customer Activity Logs
Connecting Advisors to Clients at Every Stage of the Buyer's Journey
Adapt to rising client expectations in a relationship-focused business model powered by insurance technology.
For decades, insurance advisors built their practice on referrals and in-person meetings. As the digital era takes over, agents and agencies are looking to insurtech to develop a competitive edge and provide efficient transactions and personalization to customers. LegacyShield is the solution.
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