Legacy Pipeline
New · AI Statement Scan ✦ AI Follow-Up Writer ✦ Voice Debrief
The team's
operating system.
Every case tracked to the finish line. Follow-ups written by AI. Commission statements filed from a photo. Built around our comp grid, our carriers, and the way Legacy business actually runs.
Built for our team · Your book stays private to your login · Backed up daily
Computed automatically, at your contract level.
Three things no other agent's CRM does
The unfair advantages
AI STATEMENT SCAN
Photograph a statement. It files itself.
Any carrier, any layout. Snap a photo or drop the PDF — the AI reads every payment line, matches it to your policies, keeps chargebacks honest, and records your commissions on the day the money landed. You approve before anything saves.
Corebridge · statement Jul 15
AI FOLLOW-UP WRITER
One tap writes the follow-up.
It already knows who they are, what they want, and how long it's been. Tap AI Draft on any client, prospect, or recruit — pick a tone, edit if you like, and it opens in Messages ready to send. Ten seconds from “I should follow up” to sent.
To: Grace · IUL prospect · 6d since contact
VOICE DEBRIEF
Walk out of the appointment. Just talk.
Say what happened on the drive to the next one. Notes, tasks, appointments, referrals — even the policy you just wrote, with your commission already projected at your level. Matched to the right people automatically.
Nothing saves until you approve it.
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 across Schedules A, B and C. Enter a policy's target premium and see your exact commission — the right schedule auto-detected per product.
It knows when carriers owe you
Annuity second halves after the free-look. Corebridge's as-earned 25% in month 10. The app records what's paid and reminds you the moment the rest is due.
See money before it arrives
Every pending case carries a projection at your contract rate, and the acquisition tracker forecasts your year — so you always know where you stand against $50k.
Place a case in force and your commission is recorded automatically — at your level, on the spot.
Your entire book, in before lunch
No data entry. F&G agents: two Saleslink downloads and the app walks you through every click. Everyone else: photograph a commission statement and let the AI do it.
Download your Book of Business
Saleslink → My Business → Book of Business. Every client, phone, DOB and policy comes in.
Add your TAP report
Your points fill in automatically — annuity deposits handled too. Corebridge exports work the same way.
Or just photograph statements
The AI Statement Scan reads any carrier's paperwork — payments file themselves after your review.
For builders
Your base shop. Your overrides. Live.
Associate · 3,000 in force · spread C 35%
+$525 more when their pending business places
Your tree builds itself
Every agent gets an invite code. New associates sign up through yours and land in your downline automatically.
Base shop, live
Your whole team's production rolled up — in-force vs submitted, 30 and 90 days — plus estimated overrides per leg, computed from the real comp grid.
Recruiting, all the way to licensed
Prospect → presentation → licensing checklist → producing. Sprint & Rhino credit tracking included.
Promotion paths, visible
Every downline shows their path to the next level — so you know who's close before they do.
Totals only — uplines see production numbers, never a downline's clients or personal details.
On your phone in five minutes.
Built for Legacy Leadership Group agents. Open legacypipeline.app on your phone, add it to your home screen, and sign up with your upline's invite code — your team tree builds itself from day one.
Ask your upline for their invite code — it links your accounts.