The Richard Agency
New Agent Portal - Here To Help You Navigate
Where are YOU at In Your Journey?
Xcel Solutions is the company we use - the completion of this course makes you eligible to sit for the state exam.
1. Choose "Insurance Pre-Licensing English/Spanish"
2. Select Your State and Hit "CONTINUE"
3. Select LIFE & HEALTH and is the SELF STUDY
4. Select "Go to Cart"
5. Apply Discount Code: SFGARICHARD
2. Create A New Gmail
Create a new Gmail account that you use only for Symmetry business.
Most of our agents use firstinitiallastname.sfg@gmail.com
If that is taken, make a variation. Just make sure it is professional.
Send a message to your hiring agent so we have your new email address (this will be used for your onboarding)
3. Download Google Apps
You need to make sure you're in the know when things happen. Go to your app store on your phone and download these and sign in with the new Gmail account you just created
- Gmail
- Google Calendar
4. Add Calls To Your Calendar
Add the call schedule to your calendar and start attending these meetings ASAP.
New Agents:
Team Meetings
Monday - Friday
@ 10:15 AM EST/ 9:15 AM CST
https://us06web.zoom.us/j/86403030094
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Next Level Agents:
Seek advice from your mentor on what calls to attend
5. Apply To The Team
You will get an email from Quility/Symmetry Onboarding with the link to login and complete the application.
URGENT! Start your onboarding application within 48 hours of receiving the email.
If you need more time, it is very important that you reach back out and let us know.
6. Download "Teams"
This is our team’s communication platform.
Use the following link to join:
https://teams.live.com/l/community/FAA-c03l1jNu2C6BAo
When you get on, send a DM within Teams to your mentor to let them know you have successfully done this.
Turn on notifications for this. Check Teams a couple of times daily for announcements.
7. The 5 Voices Assessment
By knowing ourselves and knowing others, we are going to be able to know how to communicate and help each other.
Take the assessment at the link below and send your voice order to your mentor.
Once You Schedule Your Exam Its Time To Cram!
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