Legacy Path
Success Center
The desk that already knows the next move.
For licensed life and final-expense agents: every Source lead lands in one workboard with the follow-up built in — dialer, automation, approval packets, custom funnels, underwriting, book, estate planning, and Open Ledger reporting. Not a second CRM to babysit.
Lead workboard
The next step is already on the card.
A lead is only as good as the four minutes after it arrives. Every delivery opens on your workboard with the next action assigned — call, text, callback, or packet — so you are not inventing a process while the prospect cools.
- Queue ordered by what is due now, not by who shouted last
- Lead card carries consent, source advertisement, and cost detail
- No imports, no copy-paste into a second system
Integrated dialer
Call from the platform. The log writes itself.
Power dialer lives inside the same desk as the lead. Recordings, dispositions, and callbacks attach to the card automatically — so your pipeline reflects what actually happened on the phone.
- Single-line dialer included on Clear Path
- Multi-line available when you are ready to scale talk time
- Managed number rotation for dialer users who need it
Speed-to-lead automation
Text and email fire when the lead lands — not when you get to it.
The moment a lead clears screening and hits your workboard, the first touch can already be gone. You open the card to a warmed prospect, not a cold form fill waiting in silence.
- SMS and email sequences under your brand
- Tasks and dialer queue update as automation completes
- Built for the minutes that decide whether a lead answers
Underwriting tracker
Every pending application, and what it is waiting on.
Placed business is only half the job. See which cases need an APS, a signature, a bank draft, or an underwriter — so nothing sits forgotten while your cost-per-policy creeps up.
- One view of open apps across carriers
- Aging so stalled cases surface before they die
- Ties back to the same lead that started the sale
Approval packets
Send the packet from the same card you closed on.
When it is time for a signature, the approval packet is a first-class next step on the lead — not a side tool you open in another tab. Status stays with the case so underwriting and your workboard stay honest about what is still outstanding.
- Close and approval packets queued from the workboard
- Delivery and signature status visible on the case
- Monthly allowance by plan — overage rates live on published costs
Allowance and overage are on published costs and plan pricing.
Book of business
Policies, renewals, and service work in one place.
Keep in-force coverage, anniversary dates, and lapse risk next to the pipeline that produced them. Service is not a spreadsheet you update after hours — it is work that shows up on the same desk.
- In-force inventory with product and face amount
- Service queue for drafts, changes, and lapse saves
- Context from the original lead and advertisement
Open Ledger
What it cost to put a policy on the books.
Cost-per-policy reporting uses your real ad spend and pass-throughs — the same numbers Open Ledger already itemizes — so you can move budget toward advertisements that produce applications, not just form fills.
- Ad spend shown as the platform billed it
- Spend and outcomes by advertisement
- Monthly statements you can export and reconcile
Prefer the receipt view? Open your monthly statement or read how published costs work.
Custom funnels
Advertisement to workboard — one path under your brand.
Custom funnels are the landing pages, forms, and follow-through you run for your advertisements. Prospects see your offer and your voice; every submit still lands on your desk with consent attached and the next step already assigned.
- Landing and form paths built for your market, not a generic template dump
- Consent language on every form, Chain of Consent attached
- Speed-to-lead automation and the workboard pick up where the form ends
Clear Path
Your website. Your messaging. Our ops.
On Clear Path we stand up a branded site and domain under your name, register messaging the right way, and route every form into your workboard. Prospects never have to know the machinery behind the form.
- Domain and hosting included — we buy it, we pay for it
- Messaging registration and compliance handling
- Consent language on every form, Chain of Consent attached
Wills and trusts
Estate planning that pays you.
Wills and trusts, attorney-approved, offered under your own platform. Your clients get estate planning for well under what a law firm charges — and you earn a commission on every plan you place. Your final expense clients already need this, and most of them will never get around to it on their own. Now you are the one who handles it, and you are paid for it.
- Offered under your brand — Clear Path and above
- Same desk as the policy conversation, not a separate pitch deck
- Your client pays for the plan; you earn the commission
How Clear Path and Golden Path package estate planning is on plan pricing. Document line items stay on published costs.
Success Center
Training, playbooks, and a place to ask without waiting on a ticket abyss.
The Success Center sits beside the workboard — short answers for how the desk works, what good speed-to-lead looks like, and how to read Open Ledger when you are deciding where ad budget should go next. Full access on Clear Path.
Relay
Hand-offs that do not drop the thread.
Relay keeps the conversation moving when a lead needs a second set of hands — appointment setting, specialist follow-up, or a warm transfer back to you with the notes already on the card. The prospect should not have to re-tell their story because your tools do not talk.
Concierge
A human in the loop when the case needs one.
Concierge is live help for licensed agents who want placement and underwriting assistance, weekly creative reviews with a person, and someone working the edges of the book — including lapsing policies — before problems become chargebacks. Included on Golden Path; ask on demo what fits your desk today.
Agency HQ
One view when more than one producer sits under your roof.
Agency HQ is for owners and managers who need visibility across agents without turning every producer into a spreadsheet. Shared standards for advertisements, delivery into each agent’s workboard, and reporting that still reconciles in Open Ledger.
See it live
Walk the desk before you commit the budget.
Book a demo and we will show the workboard, dialer, packets, funnels, estate planning, and Open Ledger with your market in mind — Open Path or Clear Path, leads at cost either way.