How Symmetry Financial Group Is Shaking Up the Insurance Industry: Technology

Sept. 17, 2021

With the insurance industry growing rapidly every day, it’s important that the technology that supports agents grows too. Luckily, our game-changing technology drives performance and enhances agents' success here at Symmetry Financial Group. It is one of the many ways we stand out in the insurance industry — by providing agents with best-in-class technology that supports them and their clients.

Read on to see all the different tech and software support agents have access to at Symmetry , each of which allows them to help more families more efficiently.

The power of tech

Innovation is what allows companies to grow and progress with society, and the insurance industry is no different. Technology is reshaping the landscape of life insurance and allowing agents to do more for themselves and their clients. This switch to digital is helping to boost customer engagement while making the lives of insurance agents nationwide easier.

With the help of Symmetry’s parent company, Quility , we’re able to offer our agents a suite of best-in-class technology that is reinventing how insurance is sold. Each product works to make sure agents are spending more time helping their clients and less time worrying about operational needs like reporting and organizing client information. In turn, Symmetry agents are seeing a level of efficiency previously unheard of while providing quality experiences for the families they help.

Owner’s Circle

Symmetry’s Owner’s Circle empowers agents to create customized websites for their agencies. Using Symmetry’s branded platform, agents have access to an exclusive web domain where they can personalize a website service that bolsters their business.

Through the Owner’s Circle, agencies can do more than just personalize their own website, they’ll also be able to enable their own request-a-quote tool that generates leads directly from the site, create branded email addresses for their staff and establish a recruiting funnel with full CRM features for agency building.

Registering for Owner’s Circle is easy with Symmetry, and you’ll find it makes everything from generating leads to recruiting new hires simple. This powerful piece of technology will help you cut out excess work and focus on helping families obtain the tailored coverage they deserve.

Power Dialer

Another tool that is supporting our agents is Symmetry’s proprietary Power Dialer. This tech increases outbound activity through a one-touch dialing system. With the Power Dialer, Symmetry agents have the advantage of making more calls, reaching more clients and closing more leads.

The software boosts agent productivity by 300-400% by connecting you with clients as they answer. It also comes with a secure caller ID local to your dials to encourage client engagement. Through the Power Dialer, agents can automate everything from scheduling appointments to leaving voicemails and texts with prospective clients.

Depending on where you are in your Symmetry career, there is a Power Dialer package for you. Whether you are a producer, a builder or an agency owner, there is a plan that will fit your needs. Symmetry also offers a list of training videos that will help you get the most of your Power Dialer subscription. With the videos you’ll learn how to disposition your calls, set client notifications, upload leads and much more.

Virtual Assistant

Last, there’s Virtual Mentor, which operates as a co-captain for Symmetry agents out in the field. This digital product expert offers real time guidance to agents while they’re helping their clients.

Virtual Mentor allows agents to access real-time quotes and on-the-go quoting tools, applications and agent guides, all to find the best-fit insurance solutions for their clients. This tech gives agents the extra support needed to help their clients make the most informed choices about their coverage.

Technology-backed product offerings

Symmetry agents have access to innovative, tech-forward life insurance products, such as Quility Level Term , backed by SBLI. This new offering includes an online application agents can walk through with their clients, entirely virtually, with an instant decision in seconds. Clients can choose a term length of 10, 15, 20 or 30 years with coverage amounts up to $1M. While Symmetry clients are accustomed to helping their clients obtain coverage over video calls, this new offering will further streamline the process and allow agents to make more sales and satisfy a broad range of clients. This is another industry game-changer that is exclusive to licensed agents  with Symmetry Financial Group.

Quility HQ

Quility HQ is the centralized proprietary platform offered exclusively to Symmetry agents. Here you will find everything you need to run your business, from leads data to performance metrics. Quility HQ also includes reference materials, marketing materials, and training tools to help you develop as a leader.

Experience the Symmetry Difference

At Symmetry, we understand that any growing industry needs tools that can keep up. That’s why we have established technology that supports our agents in all that they do. Whether you need a website to help promote your business or a dashboard that tracks how your leads are performing, Symmetry has the tech to help you write more business in less time.

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients' individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today .


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