Partnerships
Give your clients one place for what matters most.
LegacyApp is a secure app for accounts, policies, documents and more. For banks, insurance agents and benefit platforms, it's a ready product to offer clients and employees, nothing to build from scratch.
LegacyApp GOLD, an add-on service for your best clients
GOLD is a LegacyApp plan where a real person makes sure the user's notes reach the person they chose. The service completes an estate planning offer: alongside the assets themselves, the client can also take care of sensitive matters, like closing down social media, confidential instructions and account access.
- Pilot rollout with no IT integrationNo project needed on the bank's side.
- Ready-made talking points for client meetingsScript and presentation for the advisor.
- GDPR compliantData stays with the client, not on our servers.
One more product to offer your clients, no extra work
The agent offers LegacyApp Premium during a policy conversation. The client gets one place for everything important, the agent gets a commission and a better reason to call once a year.
- Commission on every license soldA transparent settlement model for the agency.
- Ready-made sales materials and talking pointsEverything the agent needs for the meeting.
- No changes to agency systemsZero integration, zero IT on your side.
A benefit employees actually use
LegacyApp sits on the benefits list next to medical packages and sports cards. It's a great way to show employees and clients that you genuinely care about them.
- Available on selected benefit platformsAlready available to your employees.
- Onboarding webinar for employeesWe run the team onboarding for you.
- Internal communication and employer branding materialsReady-made graphics and copy for HR.
Open Legacy Protocol
Build the standard with us.
We're looking for partners who want to build the Open Legacy Protocol with us. An open protocol that makes it easier for anyone to pass information about their assets between generations. Learn more on the Legacy Protocol page and on our GitHub.
Let's talk about working together.
Write to us and we'll match a rollout path to your model: bank, agency or benefit platform. We usually reply within two business days.
partner@legacy.app