”SmartOffice

LegacyShield's integration provides SmartOffice advisors with a modern client-facing platform.

LegacyShield is a client networking platform that advisors use to communicate and share data with clients, beneficiaries, and other client connections in a completely compliant way. With this integration, users can quickly create client profiles in LegacyShield using data from SmartOffice.

SmartOffice advisors can easily share data from their SmartOffice accounts with their clients. From pending policies to in-force business, advisors can keep their clients informed with the most relevant information. Plus, clients can seamlessly upload and share information with you, thanks to LegacyShield.

What this combination can help you achieve

Secure online collaboration | Seamless information sharing | Dynamic connectivity | Advanced client insights

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SmartOffice Manager

Connect multiple SmartOffice accounts to consolidate information in LegacyShield.

SmartOffice Manager

Client Access

Create client profiles quickly by importing from SmartOffice. Control what information your clients see and when with sharing controls.

Share Policies Digitally

Share policy information from SmartOffice with your clients and add discussions, attachments, and notes to collaborate.

Secure Storage

You and your clients have a place to mutually store and share files, policies, and other information.

Upgrade Your SmartOffice Experience

LegacyShield is excited to announce a new integration – SmartOffice by EBIX, a leader in the retail insurance and financial advisor CRM space.

Sync Clients

Keep client profiles up to date with automatic syncing of changes from SmartOffice.

Sync Policies

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Share Everything

Advisors who collaborate with their clients receive more sales and referrals.

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As a LegacyShield Advisor, You Receive Additional Benefits

Unprecedented Collaboration

Share Files, Insurance Policies & Information Digitally

The world is digital. LegacyShield provides an easy and secure solution to deliver information and policies from SmartOffice to your clients.

  • Advisors use LegacyShield to work with clients in a digital environment. Import your policies from SmartOffice and send them directly into their secure file storage system.
  • Add notes and policy details to the files, where you and your clients can jointly access and collaborate on LegacyShield.
  • Clients receive LegacyShield access to view information advisors share all while storing their other important life information.
  • LegacyShield gives you notifications when your clients view a file or make changes, providing greater insights so you can contact your clients at the right times.

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Next-level analytics and insights into your clients

With LegacyShield, advisors learn more about their clients. Know which clients are engaged and which need a little extra love. Identify gaps in coverage, recommend solutions, and build a connection with the clients’ entire network.

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"I would urge advisors who are considering purchasing LegacyShield to consider this seriously. It's a small investment that I believe provides great returns and is a game-changer for any professional practice."

Kristina M. SmithInsurance Agent, CLTC

Can I connect SmartOffice accounts to LegacyShield?

LegacyShield includes a SmartOffice manager, where advisors can connect multiple SmartOffice accounts to their LegacyShield account and receive information directly from the CRM into LegacyShield. Once advisors log in with the correct information, they are brought to the SmartOffice manager inside of LegacyShield, where they can view all of their connected offices.

What types of policies and information are imported to LegacyShield from SmartOffice?

LegacyShield pulls all insurance policies that are synced with SmartOffice. LegacyShield receives all noted policy details such as the type of policy, who issued the policy, the policy status, and the premium and frequency. LegacyShield also receives carrier information such as what website is used to manage the policy, the customer service number, and the agent who provided the policy.

Where do I go if I have questions about my LegacyShield account?

You can contact support by emailing support@18.220.128.78 or by using a chat-bot feature both inside of your LegacyShield account and on our website. We also have a client success team to provide advisors with a seamless experience. Our knowledge base with helpful articles will be released shortly.

Do my client's connections count towards my subscription?

No. Your subscription comes with unlimited second and third-degree connections.  Only clients that you add count towards your subscription limit.

What happens if my subscription expires? Is my data safe?

Unless you specifically request your information to be deleted, we store your data securely and indefinitely. However, you would need to re-subscribe to gain access to your data.

Seamless Sharing & Networking

Collaboration Provides Your Clients Peace of Mind

Download policy information from SmartOffice and use LegacyShield to share those details and other critical information with them and their loved ones.

  • Insurance policies, files, documents, account information, and more can all be shared at any time or automatically by preset life events or dates that you choose such as death or hospitalization.
  • When consumers connect with their friends and family, those connections become your new sales leads.
  • Connected members can collaborate on information, which empowers you, the advisor, to connect across multiple generations.

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Seamless Sharing & Networking

Build a Multi-Generational Book of Business

Clients who have a trust, will, or life insurance policy often forget to share the important information to their beneficiaries. In many cases, family members aren’t even aware that they are beneficiaries. Whether clients feel reluctant to discuss financial matters with family or discomfort when thinking about end-of-life planning, this lack of communication can lead to conflict, confusion, and even lost wealth.

  • Build trust among your clients and their families. As you collaborate with the family, you act as a “financial quarterback” who creates and executes a successful, long-term plan. The more clients trust you, the more likely they will stay with you and buy additional products over time, and their family members may feel inclined to do the same.
  • Differentiate you as an advisor. For many potential clients, an advisor who is eager to be a resource to both them and their families to close the loop fully is a major plus that will set you apart from other advisors.
  • Keeps money in the clients’ family by putting measures in place, such as who can access what and at what time. For instance, it can prevent beneficiaries from treating the money as a windfall and immediately cashing out their accounts to spend it.

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Bill Martin

“LegacyShield by LegacyShield is by far and away one of the best value-add offerings that we can use to ensure long-term client retention. I highly recommend LegacyShield to all financial professionals who want have a best-in-class practice, grow revenue and give their clients the utmost peace of mind as they prepare for the inevitable.”

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Tarik Teferi

“This is one product that everyone needs!! LegacyShield helps your clients avoid unpleasant surprises.”

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Kristina SmithInsurance Agent, CLTC, Bankers Life & Casualty Company

“LegacyShield helps advisors by providing them with an invaluable resource that will safely and securely store important paperwork and documents so that the clients and their families have access to the right information at the right time.”

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Kristina Smith

“LegacyShield has transformed my business into an efficient and professional practice. I no longer focus on just selling a product but rather on my clients' entire picture. LegacyShield provides me with the insights to uncover more sales opportunities and connect with more people who are similar to my clients.”

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Michael and Rochelle Cherniawski

“LegacyShield is helping me grow my business.”