Frequently Asked Questions - Technology & Digital Tools

What technology platforms does Symmetry provide to agents?

Symmetry agents are powered by Quility's comprehensive suite of digital applications that redefine the sales process. Our technology covers five key areas: Agency Management (HQ), Client Engagement (Switchboard), Fulfillment (Navigator), Illustration (Pathfinder), and Analytics (PerformDash).

What is HQ, and how does it help manage my business?

HQ is your digital toolbox and central hub for efficiently running your business. With one click and a single sign-on, you can access all of Quility's insurtech offerings, including:

• Interactive training platforms
• Sales and marketing materials
• Product and carrier information
• Complete book of business tracking
• All resources needed to run your agency

How does Switchboard help with client engagement?

Switchboard provides automated digital engagement that connects you to your clients. It allows you to:

• Automate every aspect of client engagement
• Manage leads effectively
• Set appointments seamlessly
• Automate marketing campaigns in real time
• Capture prospects on your own domain
• Maintain consistent communication with clients

What is Navigator, and how does it streamline the sales process?

Navigator is the premier end-to-end life insurance fulfillment application. It features:

• Pre-underwriting process capabilities
• Intelligent quoting engine
• Tools to identify the best policy type and coverage amount for each client
• Exclusive access to Quility's digital, proprietary products
• Top commission rates on exclusive products

How does Pathfinder help with policy illustrations and sales presentations?

Pathfinder helps eliminate objections, increase case sizes, and maximize conversions by providing:

• Interactive, timeline-based calculator tools
• Policy comparison capabilities
• Coverage effectiveness illustrations
• Long-term gains predictions
• Seamless calculation of fees, taxes, and policy performance over time

What analytics and performance tracking is available through PerformDash?

PerformDash is your one-stop shop performance dashboard that lets you track:

• Lead health and quality metrics
• Individuals progress through training programs
• Promotional level advancement
• Client progress and conversion rates
• Overall business performance analytics
• Agency building metrics for managers

How do these technology tools integrate with each other?

All Quility applications are designed to work seamlessly together through HQ's single sign-on system. This integration ensures that data flows smoothly between lead management, client engagement, fulfillment, illustrations, and analytics, creating a cohesive workflow.

Can I access these tools from anywhere?

Yes, these are digital applications accessible through your HQ hub, allowing you to manage your business efficiently from anywhere with an internet connection.

How does the technology help increase my efficiency and profitability?

The technology suite enhances efficiency and profitability by:

• Automating routine tasks and client communications
• Providing intelligent tools for policy recommendations
• Streamlining the entire sales process from lead to close
• Offering real-time analytics for data-driven decisions
• Eliminating manual processes and paperwork
• Maximizing conversion rates through better presentations

What makes Symmetry's technology different from other companies?

Our exclusive technology stands out because:

• Comprehensive coverage - from onboarding to analytics in one integrated system
• Proprietary development - custom-built specifically for life insurance sales
• Ease of use - intuitive applications designed for agent success
• Integration - all tools work together seamlessly
• Exclusive access - technology not available through other IMOs
• Continuous innovation - ongoing development and improvements

Is training provided for using these technology platforms?

Yes! Training on all technology platforms is included in our comprehensive training programs through Summit and Quility U. You'll learn to maximize the effectiveness of each tool and integrate them into your daily workflow.

How does the pre-underwriting process in Navigator work?

Navigator's pre-underwriting process uses intelligent algorithms to analyze client information and recommend the most appropriate policy types and coverage amounts before formal underwriting begins. This saves time and increases the likelihood of approval.

Can I customize marketing campaigns through Switchboard?

Yes, Switchboard allows you to automate and customize marketing campaigns based on client profiles, preferences, and where they are in the sales process. This personalized approach improves engagement and conversion rates.

How does Pathfinder help overcome client objections?

Pathfinder provides visual, interactive tools that clearly demonstrate policy value, long-term benefits, and coverage effectiveness. By showing clients concrete illustrations of their coverage over time, you can address concerns and objections with data-driven presentations.

What kind of lead tracking is available through the technology platforms?

Through the integrated system, you can track leads from initial contact through close, monitoring lead quality, response rates, conversion metrics, and overall lead performance to optimize your sales strategy.

How do I get started with these technology tools?

Once you join Symmetry, you'll receive comprehensive training on all technology platforms as part of your onboarding process. The tools are accessible immediately through your HQ dashboard with single sign-on convenience.

Are there mobile versions of these applications?

The digital applications are designed to be accessible across devices, allowing you to manage your business efficiently, whether you're in the office, at home, or meeting with clients in the field.