Agent Setup — Legacy Worlds
🎉

Welcome to Legacy Worlds

You're in. Let's set up your agent profile in about 60 seconds so you're ready to help clients.

👤

What's your name?

How you'll appear across the platform.

📍

Your ZIP code?

Used for your regional dashboard and lead routing.

📱

Your phone number?

Used for client alerts and your agent profile.

✉️

Your email address?

For your account, notifications, and agent portal.

🏷️

Your agent title?

Appears on your profile and client-facing materials.

🗺️

Your city & state?

Shows on your profile and regional reports.

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Your NPN number?

Your National Producer Number — used for carrier credentialing.

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What do you sell?

Select every line you're licensed for. This activates your Worlds.

⚕️ Medicare /
Senior Health
🏠 Property &
Casualty
❤️ Life &
Retirement
🏢 Commercial /
Business

Tap to select · choose all that apply

🏛️

Do you manage a team?

Are you an agency owner with downline agents?

Yes, I manage
a team
👤 No, I'm a
solo agent

Agency owners unlock Agency World on their dashboard

🤝

Your carrier contracts?

Check every carrier you're appointed with. We'll pre-load your Carrier Hub.

Formatting your
Command Center…

Activating your Worlds and saving your profile. Just a moment.