LEGACY INSURANCE GROUP · WORLDOS
Lead Center Management
Call Center Access
Add an authorized caller by name and email. A secure sign-in link is sent immediately.
Lead Routing
Shared Claim Pool
All inbound calls can ring the team. The agent who answers searches the beneficiary, claims the record, and owns the work. Automatic assignment remains available for campaigns that need it.
Campaign Configuration
Campaign Operations Snapshot
Connect Campaign Admin to load live operations.
Call Center Team
Access controls, live-call readiness, licensing and current production. Live Calls is separate from Lead Center access: an agent may keep working existing leads while unavailable for new inbound calls.
Agent
Status
Live Calls
Live Phone
Licensed States
Working
Follow-Up
Needs Update
Won / Lost
Actions
Create Manual / Test Lead
Create a fresh unassigned Claim Pool record for a live-transfer test, meeting demonstration, or approved manual intake. It will not be assigned until an agent searches and claims it.
Lead Sources
All approved sources feed one Master Lead Registry. Source identity stays attached to every record.
Master Live Transfer Registry
Clean management view of live-transfer work: beneficiary, owner, status, follow-up, outcome and applicable LeadBait billing.