Shield Your Renewals
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Secure Your Legacy

Over 30 years of combined Medicare experience automated into a digital defense system. We keep your clients engaged, protected, and loyal to your agency—not a 1-800 television commercial or YouTube Ad.

• 1. Immediate Post-Enrollment Warm Welcome
• 2. Engaging Monthly Newsletter
• 3. The Pre-AEP Defensive Wall

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Built to Protect Your Passive Income

You don't need another software tool to manage, or a messy spreadsheet to maintain. Legacy Retention Partners is your automated administrative arm, handling everything from data compliance to deployment so you can focus entirely on writing new business.

• 1. Instant Day-of-Enrollment Digital Welcome
• 2. Day 7 Expectation & Digital Habit Setup
• 3. Predictable Monthly Newsletters (Every 3rd)
• 4. Integrated Monthly Anti-Fraud & Scam Shields
• 5. Critical September Pre-AEP Defensive Walls

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Zero Friction
Total Protection

You don't need a technical background, a dedicated IT team, or hours of free time to secure your agency's future. We handle 100% of the heavy lifting so your book can be fully shielded in less than 24 hours.

• 1. Securely Sync Your Client List
• 2. We Build Your Custom Branded Pipeline
• 3. Turn on the Shield & Protect Your Renewals

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Simple, Volume-Based Pricing

No long-term contracts. No hidden setup fees. Just automated, ironclad client retention calculated on a flat Per Member Per Month (PMPM) basis. Choose the tier that fits your agency's growth.

• Digital Shield Core — $2.00 PMPM
• Omnichannel Upgrade — $4.50 PMPM (Coming Late Summer 2026)
• Enterprise & Custom Agencies — Custom Quote
• Secure Your Book Now (Get Started) →

_{© 2026 Legacy Retention Partners LLC. All Rights Reserved.TPMO Disclaimer: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”}