Your Next Steps.

Step-by-step guide to attaining your life and health insurance license.

To keep you on track, we compiled this guide that will make your onboarding process easy. The following steps are in order and it is important that you keep this page where it is easy for you to refer back to.

Step 1.

Add weekly calls to your calendar. Learn to control your schedule by watching the video below. Next, set up these calls as reoccurring events in your calendar.

Step 2.

Join Slack and Discord. Stay up to date with reminders and upcoming events.

Click to download the two platforms below.

Step 3.

Complete your Quility onboarding application. Once you create your account, log into Quility Onboarding to complete your application (save your username and password as you will need them later).

Continue to step 4 once you are licensed or you have passed your exam.

Step 4.

Complete Symmetry onboarding . During your career, you will start your workdays with HQ Quility and OPT. First, you will receive your Quility Welcome email. This will give you access into HQ Quility. You will find your username and temporary password. You will be contracted with the carriers through Sure LC. Create your accounts with these links.

Step 5.

Begin your Summit training . Summit is crucial to the new Symmetry agent. It will guide you through the peaks and valleys of your career here.

The most successful agents get through summit in two days are less:

  • Complete Base Camp.

  • Continue to Activate

  • Complete all steps to Step 6.

  • Be sure to schedule your mentor check points when directed.

Step 6.

Complete your Switchboard training . Once you receive your credentials, you will receive your invitation link to Switchboard. Switchboard is our CRM that keeps account of your leads, conversions, and metrics. Schedule your onboarding call once you create an account..

Step 7.

Write your first application on yourself, your friends, and family. This is a crucial step for many reasons. Having insurance on yourself will build your confidence and trust. It will give you practice in writing and submitting applications, and it will fund your lead purchase. Consult your mentor before you begin.

Step 8.

Invest in your first set of leads . Once you receive your credentials, you will receive your invitation link to Switchboard. Switchboard is our CRM that keeps account of your leads, conversions, and metrics. Schedule your onboarding call once you create an account..