The New Standard

Bringing Next-Level Tech

To Insurance


There are subscription plans for every budget and team size from one advisor to many.

Sell Insurance Online

Identify gaps in coverage or opportunities that leads to more sales between current clients.

Client Portal

Send your clients policies and documents online and monitor their usage while collaborating in the app.

Live Messaging

Maintain a fluent relationship with your clients by being accessible to them where and when they choose.

Secure Storage

Keep everything organized in one secure platform that will store your documents for life.

Consumer Insights

Receive insights that will provide you a better relationship with your clients, more referrals, and more sales.

Collaboration Platform

Giving advisors the tools to receive next-generation insight and control over their relationship with clients and prospects.

My Basic Estate

Provide clients with a powerful AI-driven estate planning solution where the process is easy & intuitive, and each document is attorney reviewed.


A unique, guaranteed life product providing lifetime coverage with the flexibility to cancel their coverage and get their premiums back.

Sell 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


  • Live Messaging
  • Discussions & Comments
  • Read Receipts
  • Multi-channel Notifications


  • 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.