New Agent Check List

We are so excited to have you join our agency!

This is a checklist of things you will do, to move you seamlessly through the onboarding process. We highly suggest you bookmark this page on your computer for a quick easy link.

1. SFG APPLICATION: :

You will receive an email from Symmetry Onboarding with a link to create an account with our onboarding system, as well as an invitation, to complete your SFG application. Please fill this out as soon as possible and from a desktop – not a mobile device (it is time sensitive).

 

 

2. PRE-LICENSING COURSE + EXAM:

You will receive a text with information on how to register for pre-licensing course as well as a link to sign up for your state exam. We recommend scheduling your test as soon as you sign up for the pre-licensing course.

  • Registered for Course
  • Discount Code- SFGRUSTMAN99
  • Life & Health Course
  • Scheduled Test: Date of test: _________
  • Please text your hiring agent with the date of your test.

3. Slack App:

You need to Download “Slack”. Click This Link To Sign Up, when this is completed, please notify your Hiring Manager. This is where we communicate as an agency and celebrate each other! If notifications are too much for you, please mute the threads but check in regularly!

4. COMMUNITY CONNECTION:

While waiting for your state to approve licensure, it is imperative that you begin plugging into our agency zoom huddles, company calls, and dial rooms. Your hiring agent will send you a list of current calls as well as how to access them. These will be great resources for you as you get started.

5. PASS STATE EXAM- YEAH!!

(Be sure to let your mentor know!)- Let’s make sure we celebrate you as well!!

 

6. APPLY FOR LICENSE:

  • Instructions for your state can be found on the NIPR website at nipr.com – Licensing Center – Apply for Resident License. Each state has their own fees and requirements; some states will require you to be fingerprinted. Be sure you follow the appropriate licensing process for your resident state: https://prepare2pass.com/requirements
  •  Fingerprints (if needed)

7. AML TRAINING:

While you wait for license approval, please complete AML training. This training will be needed in the future when we begin carrier contracting.

https://www.webce.com/catalog/courses/course-information?c=9317

8. E&O INSURANCE:

  • While you wait for license approval, please obtain E&O insurance. This insurance is required for MOST of our carriers. Proof of insurance will also be required when we begin carrier contracting.
  • https://www.calsurance.com/sfglife (we recommend Level 1 Coverage for beginner agents. You may also choose to pay annually or monthly).

9. LICENSE APPROVAL:

  • Once you receive your state license approval you will want to be on the lookout for your NPN number. This number is needed for your SFG application and can be found online within 24-48 hours of receiving your state license number.
  • State License #:
  • NPN Number (https://nipr.com/help/look-up-your-npn):

Notify Hiring Agent that you have received both!

10. SFG APPROVAL:

  • Once your application is approved by Symmetry, you will receive an email welcoming you as a new agent. This email will include how to access Quility HQ (our agent portal), as well as a log into our CRM (OPT!) which is the lead system. This will also include Surelc (contracting portal) which will have the contracts for you to sign and get back to Symmetry. Please complete and let your mentor know.

11. SUBMIT FIRST APPLICATION:

  • We recommend all new agents write an application on themselves, spouse, or child as soon as they get OPT log in credentials. This can be a large or small policy – it does not matter! What matters is that you experience the process. Doing so will familiarize you with our quoting tools, the e-application process, and give you an idea of what the client experience is like. It is also a great time to work out any kinks you may have on your end before writing on a lead or warm market client. Please connect with your hiring agent to begin this process.
 

12. NEW AGENT TRAINING:

Work through the training links below as you have time. This training will be super helpful in getting started here as an agent. 

13. SEASONED NEW AGENT:

Work through the training links below as you have time. This training will be super helpful in getting started here as an agent. ○ SUMMIT: found in HQ (little mountain icon top right)

  • #1 app – Congrats! New Writer!
  • #2 app
  • #3 app
  • #4 app
  • #5 app

#6 app– Congrats! Seasoned New Agent!

14. PROMOTION:

Your first goal is to promote in commission level. You can do these one of two ways – as a producer or builder. Please talk with your hiring agent about the two track options. You can also earn a SLINGSHOT Bonus (details below).