Dashboard
Track your active policies and monthly production
| Policy # | Client | Carrier | Annual Premium | Gross | Advance | Effective | Status | Actions |
|---|
| Month | Policies | AP | Gross | Advance | Cxl | Cxl $ | Cxl % |
|---|
My Team
Create agents, manage access, and track team performance.
| Name | Role | Upline | Comp Level | Status | Last Login | Actions |
|---|
Quoting Tools
Launch quoting, e-apps, and carrier submissions.
Quoting & Applications
Run multi-carrier quotes, check underwriting, and submit e-apps — everything you need from quote to close in one place.
Quoting
IntegrityCONNECT
$1K BONUSQuote & submit Life apps through IntegrityCONNECT. 10 apps before May 1st = $1,000 bonus!
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.
Applications
IntegrityCONNECT
$1K BONUSSubmit Life apps directly through IntegrityCONNECT. 10 apps = $1,000 bonus through May 1st!
E-App Guides
Launch carrier e-apps directly. Every portal in one place with your branding.
Carrier Portals
Jump directly into any carrier's agent portal to submit apps, check statuses, and manage policies.
Onboarding & Training
Watch in order to master the Life Pros system.
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 objection handlers for the field.
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 reference for underwriting, health conditions, and field questions.
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
See exactly what you earn before and after splits.
Your Commission
- Annual Premium $0.00
- Payout Rate —
- Advance (upfront) $0.00
- Residuals (month 10+) $0.00
Compensation & Bonuses
Your comp schedule, levels, and override structure.
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.
Rewards & Incentives
Track your progress toward carrier bonuses, trips, and production rewards.
Program Details
FFL Systems
Access your CRM, agency management, and FFL systems.
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
Open carrier websites to submit applications and track cases.
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.
American Amicable
Marketing portal for WL, ROP, and IUL. Access rate cards, forms, and submit applications.
Americo
Agent portal for WL and IUL products. E-app submission, policy status, and marketing resources.
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.
InstaBrain
AI-powered underwriting pre-qualification. Check client eligibility before submitting applications.
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.
Sync to Google Calendar / Outlook
Subscribe to your Life Pros calendar from any calendar app. Events update automatically.
Settings
Connect your integrations — ITK, CSF, GHL, and Google Sheets.
Integrations
Connect third-party accounts to enable quoting and other tools.
InsuranceToolkits
Quote engine credentials
How do I connect?
2. Use that same email and password here to connect.
3. Once linked, you can run quotes directly from Life Pros without leaving the app.
Checking connection status...
Southwestern Consulting CSF
Daily activity tracking
How do I connect?
2. Use that same email and password here to connect.
3. Once linked, you can log your daily activity (appointments, presentations, premium, etc.) right from the Daily Stats page.
Checking connection status...
GoHighLevel CRM
Auto-sync sold policies to your dashboard
How do I connect?
2. Copy your Location ID from the URL:
app.gohighlevel.com/v2/location/YOUR_ID/...3. Go to Settings → Private Integrations → Create New Integration.
4. Name it anything (e.g. "Life Pros"), then under Scopes enable: Contacts (Read) and Locations (Read). Save it.
5. Copy the API Key from the integration you just created.
6. Paste both the Location ID and API Key here to connect.
7. Then hit "Sync from GHL" on the Dashboard to pull in your Approved/Sold contacts as policies.
Checking connection status...
Google Sheets Leads
Import & manage leads from your Google Sheet
How do I connect?
2. Click Share and add this email as an Editor:
Loading...3. Paste your Google Sheet URL below and connect.
4. Map your columns (Name, Phone, etc.) and label your row colors (green=Sold, red=Not Interested, etc.).