Part of being with you side-by-side or one step behind is to be part of your sales process. Whether it’s in person with a prospect, by phone, via the internet or just preparing you for the meeting, our team is there for you.

We run a lot of quotes for you! This can be overwhelming and difficult to identify the best option for your client. We analyze those quotes for our Affiliate Agents, working with the various underwriters in the market to customize the plan options to fit the needs of our agents and their clients. Then we consolidate our analysis into a simple report of market results highlighting our recommendation, which you can use to help your client make an informed decision.

Our “Why” is to have a meaningful impact. The way we deliver on this is helping all agents “Build, Protect, and Preserve” their book of business. As an Affiliate Agent, we will also help you analyze your entire business. Whether it’s developing marketing strategies, refining your sales approach, identifying administrative support gaps or helping you transition to retirement, we’ve got your back!

More than just adds and deletes, with our Affiliate Agents we assist with Open Enrollment processing, Employee Education and provide direct Claims oversight.

We offer a “Base-of-Operations” for all Affiliate Agents to work from, which includes a shared workspace with access to a computer, internet, printer, fax machine, and copy machine. This service also includes access to the Legacy Brokers Conference Room and the right to use our postal address to support current and future business opportunities. *Coordination with Legacy Brokers staff is required to ensure availability of the shared workspace and conference room.