LegacyShield Employee Directory
Financial ServicesFlorida, United States2-10 Employees
LegacyShield is a financial services company that provides insurtech solutions focused on life insurance agents and financial advisors. Since 2014, it aims to help the insurance industry grow by strengthening client connectivity within a secure, digital workspace and through a collaborative ecosystem of tools. The firm positions itself as a developer and facilitator of technology designed to support professionals in delivering ongoing service and engagement. The company addresses gaps in how advisors communicate with clients, seeking to reduce perception gaps and move beyond static policy delivery toward continuous relationship-building that can extend to families and beneficiaries. Its platform brings together connectivity, collaboration, and prospecting in one solution, with Link acting as a dedicated channel for advisor-client communication; launched in 2020, Link helps organize operations, maintain engagement, uncover policy opportunities, and connect with a client's broader network to generate prospects. Based in Ponte Vedra Beach, Florida, LegacyShield operates with a small, focused team.
1-888-653-2347 
support@leadiq.com 
