Life Registry — Worlds by LegacyOne

Life Registry — Worlds by LegacyOne

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Life Registry

Total Clients

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Active Policies

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Avg Monthly Premium

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Total Face Amount

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Edit Life Client

Contact Info

First Name *

Last Name

Email

Phone

Date of Birth

Policy Details

Carrier

Policy Type

Policy Number

Monthly Premium ($)

Face Amount / Coverage ($)

Issue Date

Health Classification

Riders

Beneficiaries

Primary Beneficiary

Secondary Beneficiary

Tertiary Beneficiary

Import Life Clients

CSV columns (order flexible):


      first_name, last_name, email, phone, dob, carrier, policy_type,

      policy_number, monthly_premium, face_amount, issue_date,

      health_class, riders, beneficiary_1, beneficiary_2, beneficiary_3

Drop CSV here or click to browse

Max 500 contacts per import

Importing…