Post Licensing Guide

After you're licensed, here is your next steps!

Post-Licensing Steps

Getting Setup with Symmetry

1. Complete the SFG application & Welcome Email Steps

2. Complete the Fast Start on HQ

3. Sign into OPT! CRM 

4. Game Plan Meeting with Connor & Jenna

5. Start Dialing & CLOSE YOUR FIRST SALE!

SURELC Guide

1: Access your SureLC Account

  • Follow the instructions contained in your Welcome email to access SureLC.

2. Setup your profile

  • Some of your information will sync into your profile from the NIPR database. This information was pulled from your state license application.

  • It’s your responsibility to make sure the information in your SureLC profile is accurate and complete. This information will be included on your carrier contracts and any errors will cause delays.

  • Follow these instructions to make sure all required sections of your profile are complete. You’ll need the AML and E&O certificates referenced on the Agent Licensing Page.

3. Initiate your carrier contracts

  • Follow these instructions to make sure each one is completed correctly.
  • NY agents and agents with contract transfers: connect with your upline/admin person first to confirm you are completing the right contracts for your circumstances.
  • You can check the status of your contracts using this guide.
  • United Home Life (UHL) does not use SureLC for contracting - look for an email from producerexpress@sircon.com containing a link to complete your UHL contract.
  • You’ll receive a welcome email from each carrier once you’ve been appointed. This will contain your agent/writing number and instructions for logging into their agent portal.