Launch your branded Snapshot
Give prospects a focused 6–8 question experience covering income, dependents, housing, debts, existing coverage, and financial goals.
Protection intelligence, made visible
Know the gap.Protect the legacy.
Answer a few simple questions and receive a free Legacy Snapshot—an educational estimate of what your family may need and where current protection may fall short.
Educational estimate only. Not individualized financial advice, an insurance quote, or a guaranteed recommendation.
Estimated protection gap
$675,000
What to expect
Clarity without the pressure.
60 sec
A short, focused questionnaire
No cost
Your Snapshot starts free
Plain English
Transparent inputs and assumptions
From question to conversation
A lead engine people actually want to use.
LegacyLens replaces a cold form with a useful result. Visitors learn something meaningful; agents receive context for a more relevant conversation.
Turn answers into a clear gap estimate
Present income replacement, debt, education goals, and existing protection in one polished result designed to make the next conversation concrete.
Convert curiosity into appointments
Invite qualified visitors to explore what closing their estimated gap could cost, then route each lead into your follow-up workflow.
Keep the loop moving
Use QR codes, share-ready results, automated follow-ups, and social graphics to turn every campaign into another source of visitors.
Built to prove, then scale
Start with the Snapshot. Grow into the system.
Clear monthly options for independent agents and teams. Insurance products and professional services are separate.
Launch
$49/month
For an independent agent validating a new acquisition channel.
- Branded Legacy Snapshot page
- Unique campaign QR code
- Lead capture and dashboard
- Share-ready result prompt
Growth system
Scale
$99/month
For agents ready to connect social campaigns, lead context, and consistent follow-up.
Everything in Launch
Automated lead follow-ups
Personalized social graphics
Campaign source tracking
Appointment-ready lead context
Priority onboarding
Straight answers
Before you put your name on it.
Your next lead should learn something
Make protection visible in sixty seconds.
Launch a Legacy Snapshot for your audience and turn curiosity into a more informed conversation.