This part of the site is only accessible from the e-mail link that brought you here. Bookmark this page now, so you can return to it later!
Time to complete your application and contracting with Symmetry!
Check your e-mail for a link to the Symmetry Onboarding Portal (subject line: “Invitation Created”). This is your application to Symmetry, as well as the contracting our home office will use to appoint you with our carriers, set up your direct deposits, etc. That’s right: you don’t have to spend hours being appointed with 70+ carrier partners; our staff will take care of it for you!
Here’s a handy guide to help you complete your application correctly:
After submitting your completed application, you should receive your Symmetry welcome email and credentials within 72 hours, assuming no revisions are needed.
If your license is still pending you’ll have limited access until it’s issued, so don’t forget to call the state DOI every day to check status!
If revisions are needed, you will receive a request from the contracting department with the subject line “Revision Requested by Home Office.”
A couple notes about items to be uploaded to your application:
Anti-Money Laundering (AML) Certificate
Our carrier partners require all agents to complete Anti-Money Laundering training. If you don’t have an AML certificate yet, don’t worry: the course only takes about 20-30 minutes, and is linked to directly from your onboarding application.
Errors & Omissions (E&O) Insurance
Errors & Omissions coverage protects our carrier companies from legal action in case of accidental errors or malpractice on the part of agents. Some carriers require E&O coverage to be appointed, so a policy will allow you to offer clients our full range of products.
If you don’t currently hold E&O coverage, Calsurance offers plans for Symmetry agents starting at $28.96/mo.
Electronic Funds Transfer (EFT) Form
This is information for the account you’d like your commissions and bonuses paid into! This step requires an official EFT form from your banking institution; see the Agent Help Sheet for details.
(This setup authorizes deposits only; it does not arrange any outgoing activity from your account.)
If you haven’t already started joining weekly meetings on Zoom, now is a great time to add them to your calendar, set reminders, and plug in!
Agents who engage most with leaders and the rest of the team always see the fastest results. Ask your mentor which are essential for you to attend, but you’re invited to join any meeting on the schedule!
When you have your welcome letter from Symmetry, proceed to the next step.