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Legacy Claims Services

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Insurance

Legacy Claims Services

Legacy Claims Services Franchise FDD, Costs & Fees (2026)

Legacy Claims Services is a claims adjusting and disaster response franchise offering property & casualty claims management, serving insurance companies and homeowners, and known for fast mobilization, trained adjusters, and national reach.

KEY FRANCHISE STATS

Franchisees

?

29
+
n.a.
n.a.
Franchise fee

?

$49,900
Investment

?

$68,000 - $138,000
Revenue (AUV)

?

Undisclosed

$0

+
n.a.
n.a.

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.

Initial investment

Here's what you would need to invest if you were to start this franchise. These costs are provided by the franchisor in the Franchise Disclosure Document.

Type of Expenditure Amount
Franchise Fee $49,900
Real Estate/Rent $0 to $2,000
Renovations and Improvements $0 to $5,000
Office Equipment and Supplies $300 to $2,000
Computer & Software $1,500 to $3,500
Training $1,200 to $3,500
Vehicle $1,000 to $40,000
Marketing Materials $500 to $1,500
Insurance $2,000 to $3,500
Licenses & Permits $0 to $1,000
Certifications $0 to $3,500
Legal & Accounting $1,500 to $2,500
Additional Funds (3 months) $10,000 to $20,000
Total $67,900 to $137,900

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Type of Expenditure Amount
Franchise Fee $49,900
Real Estate/Rent $0 to $2,000
Renovations and Improvements $0 to $5,000
Office Equipment and Supplies $300 to $2,000
Computer & Software $1,500 to $3,500
Training $1,200 to $3,500
Vehicle $1,000 to $40,000
Marketing Materials $500 to $1,500
Insurance $2,000 to $3,500
Licenses & Permits $0 to $1,000
Certifications $0 to $3,500
Legal & Accounting $1,500 to $2,500
Additional Funds (3 months) $10,000 to $20,000
Total $67,900 to $137,900

Franchise Disclosure Document

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Number of units

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.

Competitors

Below are some of

Legacy Claims Services

key competitors in the

Insurance

sector.

Franchise
Franchisees
Initial fee
Total investment
Revenue
Upgrade
Gross Profit
Upgrade
EBITDA
Upgrade

29

New
+
n.a.
n.a.

$49,900

$68,000

$138,000

n.a.

$0

$xxx,xxx

n.a.

xx%

n.a.

n.a.

xx%

n.a.

Competitors

The Doan Group

The Doan Group is an auto appraisal franchise offering vehicle, specialty, and property damage assessments, serving insurers, fleet managers, and legal professionals, and known for national accounts, rigorous quality control, and local market experts providing timely, accurate claim support.

Franchisees

?

26
+
4%
4%
Investment

?

$14,000 - $68,000

Pronto

Pronto Insurance is an insurance-franchise offering auto, home, business, and specialty coverage, serving Hispanic-market retail clients, and known for low-cost retail locations, strong brand awareness in Hispanic communities, and turnkey franchise support.

Franchisees

?

29
+
-28%
-28%
Investment

?

$27,000 - $115,000

Legacy Claims Services

Legacy Claims Services is a claims adjusting and disaster response franchise offering property & casualty claims management, serving insurance companies and homeowners, and known for fast mobilization, trained adjusters, and national reach.

Franchisees

?

29
+
n.a.
n.a.
Investment

?

$68,000 - $138,000

GlobalGreen Insurance Agency

GlobalGreen Insurance Agency is an insurance franchise offering home, auto, life, business, and specialty policies, serving local communities, and known for combining national carrier access with personalized service and franchisee support.

Franchisees

?

167
+
0%
0%
Investment

?

$33,000 - $70,000

All Nevada Insurance

All Nevada Insurance is an insurance brokerage franchise offering personal and commercial policies from multiple carriers, providing turnkey operations, comprehensive training, and marketing support to franchisees aiming for profitable growth.

Franchisees

?

14
+
40%
40%
Investment

?

$59,000 - $145,000

Estrella Insurance

Estrella Insurance offers a wide range of insurance products, providing affordable and personalized coverage options to meet individual and business needs.

Franchisees

?

201
+
18%
18%
Investment

?

$12,000 - $84,000

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