Dashboard
Your policy tracker and commission overview
| Policy # | Client | Carrier | Annual Premium | Gross | Advance | Effective | Status | Actions |
|---|
User Management
Create and manage agent accounts
| Name | Role | Comp Level | Status | Last Login | Actions |
|---|
Command Center
What are you working on today?
Quoting Tools
Launch your quoting and application tools.
Quoting & Applications
Run multi-carrier quotes, check underwriting, and submit e-apps — everything you need from quote to close in one place.
Quoting
FEX Quoter
Multi-carrier final expense quoting with health conditions, drug lookup, underwriting pre-qual, and side-by-side compare.
Health Cheat Sheet
Searchable underwriting grid. Check any health condition against every carrier instantly before you quote.
Commission Calculator
See exactly what you'll earn on any deal — gross commission, advance, residuals, and payout rate.
Onboarding & Training
Watch these in order when getting started.
Training Modules
8 training videos that walk you through everything — from your first day to your first paycheck. Complete them in order for the best experience.
Getting Started
Welcome to Legacy
Introduction & overview of the agency, culture, and what to expect.
Explaining the Market
Understanding final expense insurance and the senior market opportunity.
Sales Script Breakdown
Walking through the full sales talk — approach, qualifying, and closing.
Common Objections
How to handle every common objection with confidence and rebuttals.
Tools & Systems
Insurance Toolkits
How to use the quoting platform to compare carriers and run quotes.
CRM System
Managing your leads pipeline, follow-ups, and client tracking.
Closing & Getting Paid
Filling Applications Out
Step-by-step e-app walkthrough so nothing gets kicked back.
How You Get Paid
Commission structures, advance payments, residuals, and when money hits your account.
Sales Resources
Scripts, presentations, and productivity tools.
Sales Arsenal
Everything you need in the field — your talk track, client presentation, productivity tools, and the habits that separate top producers from everyone else.
Core Sales Materials
Official Sales Script
Full sales talk with tabbed navigation — approach, qualifying, health questions, objection handling, and closing.
Presentation Template
Legacy branded deck for client meetings. Walk through benefits, coverage options, and close the sale.
Guide to Top Producer
The roadmap and daily habits that top producers follow. Where you should be at 30, 60, and 90 days.
Productivity Tools
Critical Success Factors
Track your daily activities and productivity metrics. Log calls, appointments, and sales.
Spam Protector Sites
Register your number at Hiya, FreeCallerRegistry, and FirstOrion so your calls don't show as spam.
Cheat Sheets & Guides
Quick references for underwriting, chargebacks, and more.
Reference Library
Searchable underwriting grids, carrier-specific guides, and quick-reference tools you'll use every day in the field.
Underwriting Guides
Final Expense Cheat Sheet
Searchable underwriting grid — check any health condition against every FE carrier instantly.
Term Life Cheat Sheet
Searchable underwriting grid for term carriers — conditions, decisions, and age bands.
Transamerica Underwriting
Searchable conditions, rate tables, build chart, and approved drug list for Transamerica.
Business References
Chargeback Process
Chargeback policies and timelines for Aetna, Americo, Corebridge, MOO, Ethos, and more.
Contracting Timeline
Step-by-step contracting process and expected timelines for new carrier appointments.
Goal Setting Worksheet
Production target framework. Set your monthly and quarterly goals and track progress.
Commission Calculator
Select your comp level, carrier, and enter the annual premium.
Your Commission
- Annual Premium $0.00
- Payout Rate —
- Advance (upfront) $0.00
- Residuals (month 10+) $0.00
Compensation & Bonuses
Commission structures, comp grids, and bonus qualifications.
Know Your Numbers
Understand exactly how you get paid — commission rates by carrier, comp tiers, bonus structures, and payout schedules. Knowledge here is money in your pocket.
Commission Structures
Carrier Comp Guide
Commission rates broken down by carrier — know your payout percentage for every product.
FFL Compensation Guide
Full compensation structure, comp tiers, advancement requirements, and override schedules.
Producer Bonus
Bonus tiers, persistency requirements, qualification criteria, and real payout examples.
Comp Grids & Documents
Gerber Comp — Level 1
FFL 65-110 commission grid for Gerber Life products.
Gerber Comp — Level 2
FFL 115-125 commission grid for Gerber Life products.
Statement of Purpose
Agency mission document and guiding principles for Southwestern Legacy.
Carrier Incentives & Trips
Current incentive programs and trip qualifications by carrier.
Earn More Than Commission
Carriers reward top producers with bonus trips, cash incentives, and production awards. Check each program below to see what you qualify for and what it takes to get there.
Carrier Incentive Programs
Aetna
Aetna's current incentive program, qualification requirements, and reward details.
American Amicable
Production bonuses and incentive trip qualifications for American Amicable.
Americo
Americo incentive programs, cash bonuses, and production milestones.
Corebridge
Corebridge Financial production rewards and trip qualification criteria.
Foresters
Foresters Financial community and production-based incentive programs.
Liberty Bankers
2026 incentive trip details, qualification period, and production requirements.
MOO Med Supps
Mutual of Omaha Medical Supplements incentive and bonus program.
Mutual of Omaha
4 Quarters Club qualification, awards tiers, and production tracking.
Transamerica
2026 incentive trip details, qualification period, and how to track your progress.
FFL Systems
Your launchpad into contracting, licensing, hierarchy, and compliance.
Operations Hub
Everything you need to manage your business with Family First Life — from contracting new carriers to checking your hierarchy, managing licenses, and tracking compliance. Jump into any system below.
Core Systems
FFL Dashboard
Main Family First Life portal — announcements, production reports, and agency tools.
HCMS
Hierarchy & commission management system. View your downline, overrides, and org structure.
SureLC
Contracting platform. Submit new carrier appointments, track contracting status, and manage your profile.
Carrier Portals
Jump directly into any carrier's agent portal to submit apps, check statuses, and manage policies.
Carrier Command Center
All your carrier agent portals in one place. Submit e-apps, check application statuses, view commission statements, download marketing materials, and manage in-force policies.
Final Expense Carriers
Aetna
Senior products portal. Submit apps, check underwriting status, and view commission statements.
Americo
Agent portal for WL and IUL products. E-app submission, policy status, and marketing resources.
American Amicable
Marketing portal for WL, ROP, and IUL. Access rate cards, forms, and submit applications.
Corebridge
Connext platform for SI and GI products. Submit apps, track cases, and access underwriting tools.
Ethos
Digital-first carrier portal. Submit WL and GI apps, track instant decisions, and view payouts.
Gerber
Agent dashboard for Gerber Life products. Application management and production reporting.
Mutual of Omaha
Producer portal for WL, IUL, and Med Supps. E-apps, pending cases, and commission details.
Transamerica
Agent portal for FE, Graded FE, and IUL. Submit apps, track underwriting, and access tools.
Settings
Manage your account integrations and preferences.
Integrations
Connect third-party accounts to enable quoting and other tools.
InsuranceToolkits (ITK)
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