Welcome to Your New Career As a Life Insurance Broker
This is everything you need to go from a New Agent to a New Writer.
Login toĀ SureLC and Request All Available Contracts
SureLC is our 3rd party company that initiates contracting with all the different insurance companies. Your LOGIN CREDENTIALS come in a SEPARATE EMAIL:Ā LOGIN, fill out the profile,Ā and then on the left hand side REQUEST CONTRACTS and use the DROP DOWN MENU to choose one company after another, answering the questions each requires as necessary.
Login to HQ and Start Summit
Your login credentials are in your WELCOME EMAIL!
HQ is your Symmetry Back office. Summit is corporate's onboarding. Get through BASECAMP.
Watch Our New Agent Welcome Video
Jim walks you through EXACTLY what to do, EXACTLY what to expect, and EXACTLY what help is available.
WatchĀ A Quick Breakdown on PROFITABILITY
From the stage at the IGNITE conference 2025, Kelly Bush and Ben Miller show you how easy it is to be profitable.
Write an Accidental Death Policy on Yourself
This isn't about buying something you don't want or need - it's about practicing the process so you've done it before you're live with a client.
Enter Your New Policy Into OPT
Every policy you write NO MATTER WHICH COMPANY you write with, the policy needs to go into OPT.
Check Out Our HELP Page
As a new agent you have one job: SET APPOINTMENTS
Once you set appointments, you'll have to prepare for those. Check out the HELP page and click the link for "Finding the Right Policy". Run some scenarios using hypothetical people you know - better yet - set appointments and use it to prepare for them!
Become a GOOD AGENT
Jim breaks down a comparison between a "GOOD" agent and a "NOT SO GOOD" agent in every phase of business.
We Want To Meet You!
Every Monday, Weds, and Friday at 10am EST, Jim hosts a SMALL GROUP meet & greet/Q&A with new agents.
5 Agents MAX (often fewer than that) to ensure you can PARTICIPATE.
Meet other new agents, get your questions answered, share your goals, get a plan!
Get on the Meet & Greet Schedule
If You're Looking for SYSTEMATIC and COMPREHENSIVE training...
Chris Leake is one of the TOP AGENTS in the entire company and he's a phenomenal teacher as well. His MORTGAGE PROTECTION sales course (for a nominal $25 fee) will give you a tremendous foundation to build from.
Need Help?
We're always here if you need help! You'll see us prove that over and over and over again in your career here.