May 12, 2025
Legacy Group Secures $1.2M Seed Round to Transform Insurance Recruiting with AI
We’re thrilled to announce that Legacy Group has raised $1.2 million in seed funding to accelerate our mission of revolutionizing how insurance agencies and carriers find, hire, and retain top talent.
Closing the Insurance Talent Gap
The insurance industry faces a growing challenge: critical roles are harder to fill than ever. Customer Service Representatives (CSRs), licensed producers, and claims professionals remain in short supply, while agencies must also adapt to hybrid work, rising client expectations, and new technologies.
At Legacy Group, we believe the solution lies in combining deep industry expertise with the power of AI-driven recruiting. This investment allows us to scale that vision—helping agencies get the people they need faster, and helping candidates find careers that truly fit.
Putting AI at the Core of Recruiting
Legacy Group was founded by former insurance agency owners who know the struggle of hiring firsthand. That’s why we’re building a recruiting model designed for insurance and powered by artificial intelligence.
Our platform uses AI to:
Source candidates at scale from across the web and talent pools.
Pre-screen for licenses, skills, and cultural fit with precision.
Automate repetitive workflows, freeing recruiters to focus on human connection.
Forecast hiring trends, giving agencies data-driven insights for smarter workforce planning.
By putting AI at the center of our process, we reduce time-to-hire, lower placement costs, and improve long-term retention.
How the Seed Round Will Be Used
With this funding, Legacy Group will:
Expand our AI platform to enhance matching accuracy.
Grow our candidate pipeline with a focus on licensed professionals and licensing support.
Invest in client services to deliver even faster placements.
Scale nationally, bringing our solution to agencies of all sizes.
A Word From Our Team
“This funding is more than a milestone—it’s a validation of our belief that AI can transform the insurance workforce. By combining cutting-edge technology with real industry experience, we’re helping agencies solve their toughest hiring challenges while giving candidates better career opportunities.” — Graham Terra, CEO of Legacy Group
Looking Ahead
The $1.2M seed round is just the beginning. Legacy Group is building the future of insurance recruiting—where AI streamlines the process, people remain at the heart, and agencies get the talent they need to thrive.
We’re grateful to our investors, partners, and clients for believing in this mission. Together, we’re creating the next chapter of insurance staffing.