Other – Symmetry Financial Group

Are we allowed to "bird-dog" something out? For example, if I am selling mortgage protection and the client also wants to do an annuity, am I able to say, "I'll have someone reach out to you about the annuity" and still get split application on that follo
When QMS follows up on a previous client of ours and writes business, we were told that it would be a split "application" to us of 40%. Does that mean that the APV from that split would count towards our minimum promotable premium?
How do you become QMS certified?
What additional products are we going to start offering?
If a QMS agent writes something that you are not certified or trained for, how do you receive the split?
Do we need to be appointed to the carriers that will be used for the QMS type products in order to get paid commission? How do we start that process?
If QMS does an app split with us, are we still subject to a chargeback if it falls through?
When will QMS follow up with clients that I wrote policies on?
What controls are in place to assure that a QMS representative is not replacing an existing policy that may have been written by a Symmetry agent?
How will we know when a QMS rep has contacted our client?
I heard that there will be a call center booking appointments. Are they booking for writing agents with Symmetry?
How do I utilize support resources?
How do I take the tour of Quility HQ?
Do you have to order the Virtual Mentor for the Dialer and the Owner's Circle?
Do you have to be licensed in the state in which a lead is received with the Direct-to-Consumer platform?
Will I have access to the Insurance Recommender without paying for Virtual Mentor?
Is there a way to log/report dials, contacts, and appointments on HQ for an upline to review?
Are you planning further integration between Opt! and NinjaDialer?
After purchasing Owner's Circle and Direct-to-Consumer, how long will it take to activate the website so the link can be sent to my warm market?
Where can I find a link to the website to send to clients?
Do Agency Owners still pay for Virtual Mentor for their team?
Do you have to be an Agency Owner to utilize Owner's Circle?
How do we learn more about the functionality of the Direct-to-Consumer and the Recruiting Funnel?
Regarding the End User Agreement, can my admin log in under my ID or do I need to get another account for an admin?
Who should I contact regarding login issues with the Virtual Mentor and Dialer?
Will agent photos be in HQ?
Do agents have access to create tickets?
Where can I find the search engine in HQ?
Is there a tutorial video on Quility HQ and its functionality?
Is there a help desk or support team to assist with technical issues?

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