Insurance Agent Resources
To succeed as an insurance agent, you need to the right resources – and you can count on Legends United to provide them. From training and certification to client education and marketing tools, you’ll find everything you need right here.
Carrier Marketing / Training
Each carrier has its own training and marketing requirements. When you’re contracted with many different carriers, it can be difficult to keep track of everything. Don’t worry. We’ve got the information you need for each carrier, saved in one convenient agent portal.
AHIP / Certification Info
Before you can sell plans for Medicare carriers, you need to get your AHIP certification. This is an annual requirement that you’ll need to complete again every year, no matter how long you’ve been in the business, and it requires going through the training and passing a test. Fortunately, our agent portal makes it easy by providing access to certification information.
Marketing Materials
There’s a lot you need to tell clients. At the same time, you don’t want to overwhelm them. Our marketing library makes client education easy. Choose from client handouts, social media posts, newsletter articles and more
Retention Letters
Getting new clients can be a lot more work that retaining current clients, but the latter still takes some effort. Every year, when it’s time to renew coverage or pick a new policy, you can send a retention letter to your clients to get the enrollment season kicked off right. You’ll find retention letter templates in our agent portal
