LegacyShield

Financial ServicesUnited States11-50 Employees

As a leader in life insurance technology since 2014, LegacyShield provides insurtech solutions that empower insurance agents & financial advisors. Our singular focus is to enable the insurance industry to grow through dynamic client connectivity.

We are pioneers, creators, trendsetters, and innovators – delivering a collaborative ecosystem of tools that allow financial professionals to succeed in a secure, digital workspace. 

The insurance industry is falling short on communicating, engaging, and nurturing clients. This lack of connectivity results in a perception gap between advisors and their clients; dropping off or emailing a policy to clients without a dynamic feedback loop is no longer enough to maintain their business.

LegacyShield creates an environment where the advisor and client can continuously build upon and address the client’s evolving needs. This connectivity creates a new level of client relationship which extends to family members and beneficiaries. Our software combines connectivity, collaboration, and prospecting into one singular platform. 

Our newest platform, Link, is a communication platform between advisors and their clients. Link allows advisors to organize and systematize their business, stay connected with clients throughout their relationship, receive advanced insights about clients, find openings within policies that result in more sales, and connect with the clients’ entire network, generating more organic prospects.

As the industry evolves, so will we. We are continuously learning from our industry and challenge ourselves to think beyond the status quo to develop tools that make doing business better.

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