Legacy Claims Services is a franchise in the insurance appraisal industry that provides comprehensive claims services for auto, property, heavy equipment, and specialty lines. The company was founded in June 2021 by Mark Petty and Patrick Wright in Birmingham, Alabama, where it is also headquartered.

The franchise began offering opportunities as part of its strategic growth plan, enabling qualified professionals to operate under its proven system.

‍Legacy Claims Services offers a wide range of appraisal and claims services, including automobile appraisals, property claims for residential and commercial properties, heavy equipment and specialty asset assessments, and related services such as diminished value evaluations, re-inspections, and desk compliance reviews.

Legacy Claims Services differentiates itself through its commitment to speed, accuracy, and customer satisfaction. The company focuses on providing fast turnaround times, competitive pricing, and nationwide coverage while maintaining high-quality service standards.

Training

The franchise agreement for Legacy Claims Services outlines several types of training programs provided by the Franchisor to support franchisees and their teams. These training components are critical to ensuring consistent operations across all franchise locations. Here are the numbered programs:

1. Initial Training Program
   This mandatory program must be completed by the franchisee and the Designated Manager approximately 3–4 weeks prior to opening. It includes both classroom and on-the-job training covering topics such as company history, sales and marketing, billing, software, and contract presentations. It is conducted in Birmingham, Alabama, or another designated location. While the Franchisor doesn’t charge tuition for up to two individuals, all travel, lodging, and related expenses are the franchisee’s responsibility. The training concludes with tests, and satisfactory completion is required.
2. Opening Assistance
   A Franchisor representative will be sent to help staff get acquainted with Legacy’s systems and provide operational guidance during the business launch. If the franchisee requests additional assistance beyond this, they must pay the standard rates and related expenses.

Territory Protection

Legacy Claims Services does not grant exclusive territory rights. Franchisees are assigned a defined territory for marketing focus, but competition from other franchisees, company-owned outlets, or alternative channels is allowed. The Franchisor may also operate within a franchisee’s territory to service national accounts or during emergencies.

Other franchisees are restricted from marketing in your territory, but the Franchisor may still accept online orders from within it. Franchisees do not receive compensation for such activity. Overall, territorial protection is limited and non-exclusive.