For Producers
Your book. Our platform. Better math.
Evergreen Legacy is an independent IMO for life and annuity producers who want modern technology, top-of-market compensation, and real lead flow — without giving up ownership of their book.
Why Evergreen
Three reasons producers move their contracts here
Technology that sells for you
Every agent launches with a branded personal website carrying your own quote engine, a full CRM workspace with automated follow-up, and an AI receptionist that answers your line, takes messages, and starts quotes for willing callers. Your pipeline keeps moving while you're in appointments.
Top-of-market compensation
Independent contracts and aggressive compensation schedules across 30+ A-rated carriers, with transparent overrides. Numbers belong in a real conversation, not a landing page — we'll walk you through the full schedule on your first call.
Leads, not lists
Our marketing engine drives consumer traffic — the site, the phone line, and ongoing campaigns — and routes those leads directly into each agent's own book. These are lead programs, not purchased lists, and we'll be straight with you: flow varies, and nobody can honestly promise volume.
How joining works
From first call to first policy
No mystery process and no months of onboarding limbo — here's the whole path.
Step 1
Intro call
A real conversation about your book, how you like to write, and the full compensation schedule.
Step 2
Contracting
We run your appointment paperwork across the carriers that fit your practice.
Step 3
Launch
Your branded site, quote engine, and CRM workspace go live in days — not months.
Step 4
Start writing
Leads route into your book, follow-up automation runs, and you get back to selling.
Let's talk
Tell us about your practice
Licensed life or annuity producer? Leave your details and our team will reach out within one business day.
What the first call covers
- The full compensation schedule, carrier by carrier.
- How the lead programs work — and what they realistically deliver.
- A walkthrough of your branded site, quote engine, and CRM workspace.