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Setup Systems

Keeping up with pending business through the carriers is a vital part of ensuring a smooth and successful sales process. Regularly monitoring your pending applications allows you to address any outstanding requirements, such as missing signatures, medical exams, or documentation, in a timely manner. By maintaining clear communication with the carriers and proactively managing updates, you can avoid delays, ensure customer satisfaction, and expedite the underwriting process. Staying organized and diligent with your pending business also helps you maintain a professional reputation and ensures that your clients’ policies are issued as quickly as possible.

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Visit our other pages to learn how you can join our team!

Who is Symmetry Job vs. SFG Compensation Getting a License Getting Contracted 10 Steps: Basic Training

SureLC & Carrier Contracting Guide

Streamline Your Contracting Process with SureLC

Navigating the SureLC platform is essential for a smooth carrier contracting experience. Follow this guide to ensure profile setup, document submission, and contract requests are completed correctly.

1️⃣

Set Up Your Profile

  • Register via your Welcome Email.
  • Complete all profile sections (marked with red dots).
  • Ensure your details match NIPR records..
2️⃣

Complete Key Sections

  • Contact Info: Verify all details.
  • Licensing & E&O Insurance: Ensure active status.
  • Bank Info: Upload a voided check or bank letter for commissions.
  • Signature: Electronically sign using your legal name.
3️⃣

Submit Contract Requests

  • Go to the "Request" tab under Contracting.
  • Select a carrier contract from the dropdown.
  • Choose Standard or Transfer contract type.
  • Review & Submit – processed via SFG Contracting.

📢 Important Notes

  • 🔹 Check SureLC frequently for updates and outstanding actions.
  • 🔹 Contract processing takes 7-10 business days once submitted.
  • 🔹 Further carrier steps will be handled directly via email.

Team Website: Agenttraining.info

Congratulations! You’ve discovered our Team website—a hub designed just for you. This site is your roadmap as you build and grow your business, helping you stay focused on what matters most: developing a strong, quality team. Explore, ask questions, and let the site guide you every step of the way. Your engagement fuels our journey, and we’re excited to have you join our adventures and share your success with us. Welcome to the team!

Opt! Leads Manager

Once your contract is fully accepted and processed, you will receive a welcome email with your Opt! Leads Manager login credentials. This powerful CRM system is designed to help you organize, track, and convert leads efficiently.

Key Features:

✅ Automated Sales Workflow – Convert leads effortlessly.
✅ Integrated GPS & Dialing – Plan routes and optimize calls.
✅ Mobile-Friendly Access – Manage leads from anywhere.
✅ Performance Tracking – Monitor progress and maximize conversions.

Opt! Leads Manager is your central hub for lead management, ensuring you have everything you need to succeed from day one.

 

When a new agent starts working with Quility/Symmetry Financial Group, they need to become familiar with several key technologies to effectively manage their leads, client interactions, and overall business. Here's a breakdown of the essential tools and technologies:

1. Quility Leads Marketplace

  • Purpose: To manage and purchase leads for client outreach.
  • Key Skills:
    • Understanding the types of leads available (e.g., Digital Lighthouse, Mail-In, Bonus Leads).
    • Placing standing or one-time lead orders.
    • Using the Lead Quick Reference Guide and Fact Sheets for detailed information.

2. Quility HQ

  • Purpose: Centralized hub for resources, training, and performance tracking.
  • Key Skills:
    • Navigating training modules and reference materials.
    • Using tools like compensation tracking and goal setting.
    • Accessing important company updates and events.

3. Automentor

  • Purpose: Automated system for guidance and mentoring.
  • Key Skills:
    • Engaging with prompts and tasks for skill development.
    • Reviewing automated feedback to improve performance.
    • Completing required milestones.

4. Dialer System

  • Purpose: To efficiently contact leads and manage call campaigns.
  • Key Skills:
    • Importing lead contact information.
    • Using scripts and tracking call outcomes.
    • Managing callbacks and follow-ups.

5. Learning Management System (LMS)

  • Purpose: For ongoing training and development.
  • Key Skills:
    • Completing pre-licensing courses (if unlicensed).
    • Watching training videos on sales techniques and products.
    • Taking quizzes to assess knowledge.

6. Scheduling and Calendar Tools

  • Purpose: To manage appointments and time effectively.
  • Key Skills:
    • Syncing with client communication tools (e.g., Google Calendar, Outlook).
    • Setting and managing virtual or in-person meeting schedules.

7. Communication Tools

  • Purpose: To engage with clients and team members.
  • Key Skills:
    • Using email platforms (Your team may use Slack/GroupMe/etc) for professional communication.
    • Leveraging text message tools for client reminders.
    • Conducting virtual meetings through Zoom or similar platforms.

8. Marketing Tools

  • Purpose: To generate leads and build a professional presence.
  • Key Skills:
    • Running basic social media campaigns (e.g., Facebook ads).
    • Understanding Quility’s marketing guidelines.
    • Networking to create referral opportunities.

9. Carrier Portals & E-Apps

  • Purpose: To complete and submit electronic insurance applications. To access product information, underwriting guidelines, and training.
  • Key Skills:
    • Navigating specific insurance carrier portals & E-App systems (e.g., Mutual of Omaha, Americo).
    • Reviewing product updates and resources.
    • Submitting claims and resolving client issues.

10. Switchboard Funnel

  • Purpose: To streamline business processes and direct prospects effectively.
  • Key Skills:
    • Using the funnel to route leads to the appropriate services.
    • Tracking lead progress through the system.

By mastering these tools, new agents can effectively manage their workflow, improve client interactions, and build a successful career. Training and ongoing support are available through Quility and Symmetry to ensure agents feel confident with these technologies.