Request a Snapshot

Expand your Legacy Life CRM into a new vertical. Each snapshot drops a complete, ready-to-run system into your account.

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Review the verticals below. When you're ready, click Request a Snapshot and we'll load it into your account within 1 business day. You'll get an email confirmation once it's live.

What's in every snapshot

Each snapshot installs four things.

  1. 1
    A new pipeline to track leads in the requested vertical
  2. 2
    A main drip automation to nurture and convert new leads
  3. 3
    A re-activation campaign to revive your older leads
  4. 4
    Tags to keep every vertical clean and easy to sort
Available snapshots

Pick your next vertical.

Final Expense

Small whole life coverage built to pay for funeral and end-of-life costs, so families aren't left with the bill.

Mortgage Protection

Life insurance structured to cover the mortgage if the homeowner passes away — keeping the family in their home.

Term Life

Straightforward coverage for a set number of years — higher benefit, lower premium, ideal for income replacement.

IUL

Permanent life insurance with a death benefit plus cash-value growth linked to a market index, with a floor that limits market-driven losses (subject to caps and product terms).

Annuities

Products that turn savings into a predictable income stream backed by the issuing insurer — often used to build steady retirement cash flow.

Request a Snapshot →

Need a vertical that isn't listed? Head to Support and let the Legacy Life team know — we'll consider adding it.