Shield Your RenewalsSecure 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 Celebrity commercial or YouTube Ad.
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.
01 - Instant Post-Enrollment Welcome
The moment you submit a new client, an automated welcome email, SMS and video fires on your behalf—cementing trust and eliminating buyer's remorse.
02 - Weekly Tuesday Touchpoints
Predictability is our secret weapon! Every Tuesday morning, around 10am, your clients receive a brief, educational video via email and SMS—keeping your agency top-of-mind without you lifting a finger. When they know it's coming, they start looking forward to it.
03 - First-Tuesday Monthly Advisory
A comprehensive monthly newsletter featuring fraud alerts, scam protection, and practical wellness guidance that positions you as their trusted advocate.
04 - Fall Pre-AEP Defense Shield
In September and October, our targeted campaigns inoculate your book against 1-800 celebrity commercials and guide your clients straight to your booking calendar.
Zero Friction
Total Protection
Getting started takes less than 15 minutes of your time
| You Don't Need: | You Do Need: | |
|---|---|---|
| A Technical Background | - | A Client List |
| An I.T. Team | - | Opt-In Consent |
| To Record Anything | - | Your Booking Link |
| A Lot of Time | - | 15 Minutes for (Guided) Setup |
01 - Securely Upload Your Client Roster
Send over your client csv list via encrypted transfer. We handle all data formatting and compliance scrubbing so you never touch a spreadsheet.
02 - We Build Your Custom Branded Engine
We integrate your agency logo, headshot, direct phone line, website and custom booking link across every touchpoint, every Tuesday.
03 - Activate the Shield & Retain Your Book
Your automated pipeline goes live—welcoming new enrollees, delivering Tuesday educational videos, and protecting your renewals year-round.
What Your Clients Learn Every Tuesday
Timely, strictly non-selling weekly education that inoculates your book against aggressive telemarketers, drives organic referrals, and lines up annual reviews before AEP begins—without you recording a single video.
Pillar 01 - Year-Round Defense & Scam ShieldWe train your policyholders to ignore 1-800 TV commercials, identify predatory mailers, and treat you as their only trusted Medicare authority.The Strategy: Seniors receive dozens of deceptive phone calls and fake "government update" notices every month. Every Tuesday, our content demystifies misleading marketing tactics, exposes call-center bait-and-switch ploys, and reminds clients why an independent, licensed broker is their greatest asset. When competitors call, your clients hang up.Sample Weekly Video Topics:"The 'Giveback' Gimmick: What 1-800 TV Commercials Won't Tell You""Mailbox Fraud Alert: How to Spot Fake 'Official Medicare' Notices""Captive Call Centers vs. Independent Advisors: Who Really Has Your Back?""Workshop: The Medicare Notebook: How Writing Down Copays Stops Fast-Talking Telemarketers Cold"
Pillar 02 - Value Reinforcement & Organic Referral EnginesWe highlight hidden policy perks and community wellness benefits that turn satisfied clients into proactive brand advocates.The Strategy: Clients refer their friends when they feel uniquely cared for.
We teach your clients to always refer back to you, their personal advisor, when they have questions. This makes the feel less like a burden and more like a valued client that you want to hear from.In addition, we deliver high-value, actionable advice on maximizing dental allowances, utilizing gym memberships, tracking preventative screenings, and ordering OTC items.These bite-sized guides get forwarded to friends and discussed at community centers, positioning you as the dedicated expert who goes the extra mile.Sample Weekly Video Topics:"The Over-the-Counter (OTC) Allowance: Are You Leaving Money on the Table?""Preventative Screenings 101: 5 Free Checkups Included in Your Plan""Dental, Vision, and Hearing: Why 'Full Coverage' Ads never tell the whole truth""Why Having a Dedicated Medicare Advisor costs zero dollars (and saves you thousands)"
Pillar 03 - The Fall Pre-AEP Runway (September–December Defense)We prepare clients for the Annual Notice of Change (ANOC), diffuse plan panic, and route them directly to your calendar before the open enrollment rush.The Strategy: When the thick ANOC envelope arrives in September, panic sets in. Rather than letting seniors call an outside helpline, our targeted September sequence explains exactly what the packet means, breaks down formulary and copay shifts in plain English, and directs them straight to your booking link or direct line for their review.Sample Weekly Video Topics:"Your September ANOC Packet Just Arrived: Don’t Panic, Here’s What to Check""Prescription Formulary Shifts: How to Audit Your Drug Tiers Before October 15""The AEP Survival Guide: When You Should Keep Your Plan vs. When to Review""Network Changes Ahead: The 3 Questions to Ask Before Changing Any Coverage"
Simple, Volume-Based Pricing
No long-term contracts.
Just simple, automated, ironclad client retention calculated at a bulk rate. Choose the tier that fits your agency's size and growth.
Pick Your Plan
Based on Your
Book of Business
Building Agents: Up to 99 Clients
$99 / month
$49 one-time onboarding & branding setup
Tier 1: Up to 249 Clients
$199 / month
$49 one-time onboarding & branding setup
Tier 2: Up to 499 Clients
$349 / month
$99 one-time onboarding & branding setup
Tier 3: Up to 749 Clients
$499 / month
$149 one-time onboarding & branding setup
Tier 4: Up to 999 Clients
$649 / month
$199 one-time onboarding & branding setup
CUSTOM TIER
1,000+ CLIENTS
CALL OR EMAIL US FOR PRICING AND CUSTOM OPTIONS
Contact:
[email protected]
Phone: 321-252-6003
© 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.”
© 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.”
Legacy Retention Partners LLC is committed to protecting your privacy. We collect personal details strictly to provide educational information, enrollment assistance, and customer service.Mobile Information Privacy & SMS DisclosuresNo Sharing or Selling: No mobile phone numbers or personal information will be shared with or sold to third parties or affiliates for marketing or promotional purposes.Opt-In Protection: All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with or sold to any third parties.Purpose of Messaging: Subscribed contacts receive educational Medicare updates, annual review notifications, and client service reminders. We are a non-selling program.Message Frequency: Message frequency is approximately 1–6 messages per month.Cost: Message and data rates may apply.Opt-Out & Support: You may opt out of receiving text messages at any time by replying STOP to any text message from us. Reply HELP for assistance or contact [email protected].Terms & Conditions: View our full SMS Terms & Conditions at https://legacyretentionpartners.com/#terms
SMS Terms of Service:Program Name: Legacy Retention Partners SMS NotificationsProgram Description: Subscribed contacts receive educational Medicare updates, annual review notifications, and client service reminders. We are a non-selling platform.Message Frequency: 1 - 6 messages per month.Cost Disclosure: Message and data rates may apply depending on your mobile carrier plan.Opt-Out Instructions: You can cancel the SMS service at any time. Simply text STOP to unsubscribe. After you send the SMS message STOP to us, we will send you an SMS message to confirm that you have been unsubscribed.Support Instructions: If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected] or 321-252-6003.Carrier Liability: Carriers are not liable for delayed or undelivered messages.Privacy: View our Privacy Policy at https://legacyretentionpartners.com/#privacy