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 plus current production. These totals are management intelligence, not an agent-facing speed contest.
Agent
Email
Status
Working
Follow-Up
Won
Lost
Needs Update
Access
Lead Sources
All approved sources feed one Master Lead Registry. Source identity stays attached to every record.
Master Lead Registry
Authoritative campaign record: beneficiary, source, owner, work status, follow-up, compliance and outcome.
Beneficiary
Phone
Source
Received
Owner
Status
Follow-Up
Needs Update
Compliance
Outcome
Reference