4- Getting Appointed With Carriers

What does it mean to get “Appointed”?

In order to write business with our more than 4+ dozen Carriers, you must be appointed or introduced to them. This is done through the contracting process and the corporate office. Once you have submitted a complete contract, we will hold that information until you write business with the Carrier for the first time. We will then submit the required information to the Carrier on your behalf. The appointing process is only done 1 time per Carrier.

Our core carriers are American Amicable, Foresters, Mutual of Omaha, Americo, National Life Group and United Home Life.

Contracts to these carriers are sent out with a first-time lead purchase.  National Life Group is only sent to agents with proof of E&O coverage.

Do I need to do anything to be appointed with the Core Carriers?

We currently write business with more than 3 dozen A++ rated Carriers, including our core carriers, American Amicable, Foresters, Mutual of Omaha, Americo, National Life Group and United Home Life.  In order to submit business, you must be appointed with the Carriers.

In an attempt to keep this process simple for you, the corporate office will be handling all of your appointments when you purchase leads for the first time.

You must have done the following:

  1. Be fully contracted with Symmetry Financial Group

You will receive the following email from our corporate contracting department:

 

 

For specific information on each Carrier, visit sfglife.com, login, and choose the Carriers tab.

 

 

 

 

States that require pre-appointment with Carriers will be handled automatically by the corporate contracting office.

 

Certain states, Carriers will require an agent to have a non-resident insurance license for that particular state in order to receive override commissions. For a detailed list, click here.