Legacy Core

Insurance

Point carriers and clients to the registry.

When carriers and clients ask about readiness, send them to the Public Business Trust Registry, not a PDF claim.

Start with Get Credentialed, then follow a clear pathway to Bronze and beyond.

A professional reviewing and signing paperwork at a desk

Photography is illustrative.

Why insurance start here

  • Carrier appointments and renewals with security addenda
  • Clients comparing agencies on professionalism and proof
  • Staff unsure how to answer "are you credentialed?"

Need the regulatory framing? Read Insurance Agencies context

Time to badge

Audit first. Then a live listing.

Most Solo Bronze owners complete the pathway in a few weeks. Review timing depends on how complete the documented responses are, not a countdown clock.

  1. 01 · Day 0

    Free Trust Audit

    15 minutes. Diagnostic only. Surfaces your Trust Gap in plain language.

  2. 02 · Week 1–3

    Credentialing pathway

    Work the 15-part Readiness Assessment at your pace. Documented responses go to Legacy Core for review.

  3. 03 · Review

    A person reviews every application.

    Legacy Core reviews eligibility under the applicable credential standard. Completing the Trust Audit does not issue a badge. Silver and Gold cannot be self-attested.

  4. 04 · Live

    Trust Badge + registry

    Credential issued, verification URL live, business listed in the public registry.

Transparent pricing

Pricing

Bronze is $699 one-time. Silver and Gold attestation is $299. Staying listed on the registry is $199/year, or $19/month. Team and Growth plans are one-time too.

For small teams

Team 2–5

2 to 5 users
$1,990one-time

Pay once for the team credential under one business account. Staying listed on the registry is a separate annual fee.

Bronze
Silver
Gold
Credential & Trust Badge included at every plan size
  • Up to 5 user seats
  • Credentialing pathway for the team
  • Priority email support
  • Team onboarding session
  • Alliance Partner intro when you're ready for Silver
Start Your Free Trust Audit

Secure one-time checkout via Stripe.

Need the full comparison? View all plan details

Stay

Stay on the registry

Annual

$199/year

Monthly

$19/month

  • Continued registry listing in good standing
  • Updated Trust Badge issuance with current verification link
  • Annual readiness check-in and pathway updates

Earned tiers

Silver & Gold

Earned with Alliance Partner evidence. You cannot self-attest. The billed fee is attestation, then the annual registry listing.

Attestation

$299

Same fee whether an Alliance Partner or a qualified third-party reviewer packages the evidence.

Self-attestation is not accepted for Silver or Gold. See badge tiers

Also for:

Don't just say it. Show it.

Earn a Trust Credential your insurance clients can verify in the Public Business Trust Registry.

Insurance Agencies Trust Credential | Legacy Core | Legacy Core