Legacy Peace of Mind - LPOM
Live on the call · Guided Steps

Agent Onboarding — Live Call

Don't close this tab. We'll work it together, top to bottom.

Target 30–45 minutes · Complete this process to begin contracting & onboarding with Legacy Peace of Mind!

1

Set Up Your Business

E&O first — carriers won't appoint you without it.

Step 1 of 10
1

Errors & Omissions insurance

Buy it now while we're on the call, then drop the certificate in the upload box below.
Integrity E&O — with discount
Carriers require $1,000,000 per claim / $3,000,000 aggregate minimum. You cannot be appointed without it.

E&O Details

Drops your E&O certificate on file and starts the renewal watch.

Submissions tracked in the Medicare Machine Factory CRM
W-9 and direct deposit
These are handled inside SureLC and each carrier's contracting packet. We never collect banking information here.
No bank details, SSN, or passwords are collected anywhere on this page — those ride through SureLC and carrier contracting.