Training & SNA

TRAINING

Step 1. Access Quility U

Go to Quility U (the corporate learning management system), then complete the "FastTrack" new agent onboarding course followed by the "Get to Know Your Company" course to discover a few of our top training resources available to help you succeed.
Product specific trainings such as Debt Free Life, Indexed Universal Life, Annuities and other simplified insurance trainings are usually available within the next
24 hrs from the time you login to HQ for the first time.

Complete FastTrack

1. Log in to https://hq.quility.com/

2. Click the upper left Menu (9 squares)

3. Click the Quility U block and you will be routed to the Quility U Portal.

Complete Summit

1.Go to https://hq.quility.com/summit

2. Begin your journey by Activating your Base Camp.

Click the Begin Journey Button at the bottom of the page to get started.

3. Complete your Summit Journey.

Take time to watch each amazing training, download forms that might be helpful for you and take notes as much as you can.

For DFL Agents:

Complete the DFL Certification Course before FastTrack and Summit

DFL Certification Course

Step 2. Establish Your Schedule

Tune in to our weekly conference calls as indicated below.
You will start receiving weekly newsletters from the home office that contain valuable information about corporate news, events, call schedules, leaderboards, and more. Be sure to stay on top of all the updates!
As a new agent, we also suggest you join the Symmetry Agent Facebook group. In this group, you will have access to over 7,000 agents who can share success tips and more.

Cook Master Agency

National Conference Call

Monday | 10:30am ET

Meeting ID

847 9545 1539

Join Link

Quility

SFG Builder's & National Call

Wed | 12:30pm ET

Join by Phone

(312) 626-6799

Webinar ID

571-684-240

Join Link

Cook Master Agency

Huddle-Up

Tue, Thurs, Fri | 10:30am ET

Meeting ID

847 9545 1539

Join Link

Joe Martinez

Production Training

Thursday | 12pm ET

Meeting ID
983 263 83525

Join Link

Newbauer Agency

Round Up

Thursday | 2pm ET

Meeting ID

593 799 8240

Join Link

Step 3. Sign In to Opt

Use the SSO in the top-left app menu (screenshot below) or head to sfgcrm.com

If you are having technical difficulties with the Opt! lead management website, you can reach the Opt! customer support department by sending an email to [email protected] or calling them at 908-232-9968 between 8am - 3pm ET Monday - Friday.

Submitting Business

Ordering Leads

Step 4. Familiarize Yourself With Your Carrier of Choice

While you have access to over 30 top-rated carriers, we recommend you start with a focus on which product you want to focus on selling.
Learn about the new agent Slingshot Bonus. With a fantastic cash opportunity and a trip for two on the Symmetry Destination trip, we are rewarding new writing agents like never before!