Technology
Winning today with the tools of tomorrow.
Efficiency is the main driver of profitability. Doing business smarter, eliminating redundancy, and letting automation work for you will create more time to spend solving your client’s needs. Legend is proud to share its state-of-the-art toolset with you. From real-time business reporting tools that allow you to track each case as it moves through the pipeline, to online business writing tools that shred hours off of the process while improving the overall quality of your work, the technology we employ on your behalf will benefit both you and your clients.
Case Writing Software
Legend provides exclusive access to e-App which allows you to complete and submit your applications online. You will have everything you need to write a case including a comprehensive collection of pertinent forms and documents.
WriteNow
WriteNow is available for several major carriers. It pairs with e-App to provide:
- Up-to-date application forms
- Checkpoints to ensure a complete and accurate application
- Saved information from past applications
i-Go through i-Pipeline
i-Go helps keep your applications in order. It assists by:
- Ensuring all mandatory fields are in good order
- Being available on any device for electronic completion, e-signature, and submission
- Increases placement ratio
Client tools
- Retirement Analyzer Pro can create clear charts and graphs to help your clients realize their retirement options and financial scenario.
- Automated Email communication and CRM software help you keep your clients informed of the latest trends and developments while being able to track the people using your website.
- Website builder tools that facilitate a more streamlined client/user experience of your business