Agent Handbook and Promotion Guidelines

Core Values

Four Cornerstones Of Success

Corporate Site: SFGLife.com

The front side of the SFG Corporate website is directed to the possible customer who may be seeking our products. Once logged in to the backside of the sfglife.com site, you will have access to Agent only information and resources. The site, along with weekly conference calls, is what will keep you up to date on the latest news and information. You must be contracted with SFG to receive login credentials. 

Corporate Lead Site: Optpro.sfgcrm.com

Opt is being used to manage the Lead flow for the corporate office. You must be fully licensed and contracted to be issued login credentials for the lead system. To learn more about Lead Types, see the Production Academy lesson on Leads. If you have technical difficulties, you may call OPT technical support team at 908-232-9968 to have them walk through it. For more information on how to use the Opt system, visit the corporate lead department site: https://www.simplysfg.com/lead-department

Corporate Toolkit’s: toolkit.sfglife.com

Symmetry has many tools available to agents to make their job easier, more effective, and more productive.  These tools will help with everything from figuring out what products your clients qualify for with the Virtual Mentor, to calling your leads 3x-4x faster with the power dialer, to help you get more referrals with Care-to-Share. You can learn more about these tools at Symmetry’s toolkit page located at toolkit.sfglife.com.

Care To Share

A turn-key online referral program designed to help you generate referrals. Propel your business while helping protect even more families in need.

Everplans

Help clients organize, store, share and keep up-to-date all the critical information needed for end-of-life and best-of-life decisions. With Everplans, you can deliver more meaningful interactions and referrals with your clients, while also opening untapped opportunities for growth.

Owner's Circle

Create a custom website with the request-a-quote feature, a personalized domain, and email addresses for your team. Enjoy discounts on Store Merchandise, Conference Registration and more!

Virtual Assistant

A digital management tool to help you with lead allocation, key performance indicator tracking, and agent level reporting.

Virtual Mentor

Empower your team with on-the-go access to a range of carrier and product resources to generate an initial quote, find best-fit products, and close the deal.

Power Dialer

Increase outbound productivity with a one-touch dialing system that helps you reach clients more efficiently.

What is the Virtual Mentor?

The Virtual Mentor was designed to help you select the best products based on your client’s qualifications.

To register for an account, go to sfgvirtualmentor.com and click on “Create Account”.  Under “Select User”, choose “Sales Agent” then select the name of your upline manager.  Your manager will receive an email letting them know you are requesting access. Once they approve you, you will receive an email notifying you that you’ve been approved. You will have an opportunity to learn more in-depth about the Virtual Mentor during our Production Academy.