Know What Your Team Is Working On
Principals shouldn't need to chase people for status updates. Producers shouldn't need to wonder if their CSR followed up. Legend gives every role the visibility they need — in real time, without asking.
Visibility Without Overhead
The information flows to you — you don't go looking for it.
Agency-Wide Dashboard
Principals and managers see every active task across the agency — who's working on what, what's overdue, and where the bottlenecks are. No standing meetings to collect status updates.
Contextual Delegation
Assign work with the context already attached. Tasks link to the client, policy, and relevant communications. The assignee opens the task and everything they need is there.
Workload Awareness
See team capacity before assigning more work. Task distribution by team member, completion rates, and overdue counts — so you can balance the load before someone drowns.
Renewal Pipeline
Every upcoming renewal tracked with countdown urgency. Color-coded status, assigned workflows, and completion tracking — your E&O safety net and retention dashboard in one view.
Producer Scorecards
Written premium, policy count, retention rate, task completion — per producer. The metrics principals need to evaluate performance and plan compensation.
Every Role, the Right View
Different roles need different information. Legend surfaces what matters to each person without burying them in noise.
Agency Principal
- Full agency dashboard with all team activity
- Producer scorecards and performance metrics
- Renewal pipeline with retention tracking
- Revenue trends and book-of-business analytics
Producer
- Their book of business and upcoming renewals
- Tasks assigned to them and their team members
- Pipeline status for quotes and new business
- Commission tracking and production metrics
CSR / Account Manager
- Service tasks assigned to their accounts
- Certificate requests and evidence of insurance queue
- Endorsement and change request tracking
- Client communication history
Task Management That Fits Insurance
Not a generic project management tool. Task management built around how agencies actually coordinate work.
LOB-Specific Task Templates
Different lines of business require different workflows. A commercial auto renewal isn't the same as a professional liability renewal. Task templates reflect this — the right steps for the right line.
Natural Language Creation
"Send the renewal questionnaire to Acme Corp and follow up in two weeks." The AI creates the task, assigns it, sets the deadline, and tracks it.
Automatic Renewal Workflows
Background automation creates task workflows for expiring policies at configurable lead times. The right tasks, assigned to the right people, before anyone has to remember.
Priority & Urgency Tracking
Tasks are prioritized by urgency and deadline. Renewals within 30 days surface at the top. Overdue items are flagged. Nothing falls through the cracks quietly.
Activity Logging
Every action on every task is logged — who did what, when, and on which account. Complete audit trail for E&O defense and team accountability.
Configurable Task Types
Your agency's workflows aren't generic. Custom task types, categories, and templates that match how your team actually operates.
See How Your Team Stays in Sync
We'll walk you through the visibility and task management tools your agency has been missing.