At Symmetry, we’re always finding new ways to help agents elevate their business. Through our parent company, Quility, we’ve developed technology that gives our agents an advantage in the industry.
One of the more recent additions to that tech is Switchboard Funnel. This sales enablement platform accelerates agents’ workflow while helping them engage with more clients. Here we’ll break down what this platform looks like and how it’s already benefiting our agents every day.
Quility Tech
Insurance-based technology (insurtech) has allowed the industry to grow beyond its previous limitations. Through Quility, we’re proud to be at the forefront of that growth by creating technology that reimagines what is possible in buying and selling insurance.
Among our growing catalog of technology are platforms like Pathfinder, an illustration tool, or Navigator, Quility’s end-to-end life insurance fulfillment application.
We use this technology to leverage decades of experience from leaders in the insurance industry so that every one of our agents is supported in every way possible. This tech allows us to define what the modern life insurance agent looks like.
Introducing Switchboard Funnel
Switchboard Funnel is the evolution of agent-focused tech; with this omnichannel experience, agents can meet with their clients on their terms. This proprietary software gives Symmetry agents a centralized location for all their lead information while nurturing the prospective client with automated outbound emails, calls and texts.
With Switchboard, agents can record calls with their clients and quickly store any information covered during appointments. This platform is the perfect virtual assistant for our agents, making keeping track of business easier than ever.
Switchboard Funnel streamlines client engagement while offering a better work-life balance for our agents. Symmetry agents can now move effortlessly from lead nurturing to generating preliminary quotes and recommendations for clients, all from the convenience of one platform.
Data-driven results with Switchboard Funnel
Switchboard Funnel users can expect a data-driven experience that gives them impactful insights designed to provide daily, actionable guidance. Leveraging these proven strategies means Symmetry agents can convert more leads into appointments and engage with clients effortlessly.
Funnel’s optimized dialing system is built to reduce clicks while simplifying lead engagement with proven cadences and communication methods. Whether it’s text, call or email the platform decides how the lead is nurtured, so you don’t have to!
Beyond that, the platform’s simplified medical discussions allow users to input the RX and Funnel (integrated with the FDA’s API) delivers accurate related conditions.
Features
Through Switchboard Funnel, Symmetry agents will have access to a long list of features that are designed to help them get the most out of the platform.
Switchboard Funnel boasts automated sales funnels through email, text, or call that incorporate dynamic scripting tailored using client information — a feature which works seamlessly with the platform’s integrated qualifier forms. Users can leverage this essential information during preliminary sessions with clients to fast track the pre-underwriting process and eliminate unnecessary work.
By tapping into the platform’s appointment scheduler, Symmetry agents can set sessions with their clients after just a few clicks. Supporting both Zoom and Google Meet, the appointment scheduler makes meeting with prospective or existing clients convenient for everyone.
Funnel’s robust CRM (Customer Relationship Management) tracks lead information as well as important documents throughout the process. The days of sifting through documents (online or otherwise) are a thing of the past! Symmetry agents using Funnel can also create daily tasks lists to help drive their conversions while keeping track of all their leads and clients.
Switchboard Funnel is stacked with end-to-end streamlined solutions. Regardless of where you are in the agent-client experience, this platform provides data-driven, automated support.
The platform also comes with a mobile app, training modules, support articles and live chat support to help agents troubleshoot any issues they run into.
How to get started
We make getting started simple for agents. After contacting their agency owner, agents can sign up for the Switchboard Funnel waitlist. While on the waitlist, agents can access a certification course on Quility U (found on HQ), where they will learn all the ins and outs of this engagement tool. Certification is required to access Switchboard Funnel.
To continue their understanding of how best to leverage Switchboard Funnel, Symmetry agents can also attend weekly training calls that are hosted by the Funnel team.
HQ Support
With any kind of new technology, there is bound to be a learning curve. With Switchboard Funnel, we’ve developed every possible resource to help agents along the way. Our Quility-powered agent website, HQ, has everything our agents need to learn the ropes.
Through the “Quility Platforms” section of HQ, agents will find a Switchboard Funnel tab that will bring them straight to a list of helpful resources. They’ll have access to a guide that gives them a comprehensive outline of everything from onboarding to troubleshooting errors on the platform. The guide even lets agents know what certain phone error messages mean and how to work around them. Agents also have access to a training library that they can refer to at any time.
Dial in with Symmetry
Through digital solutions and revolutionary technology, Symmetry agents are constantly on the cutting edge of what is possible in the world of insurance. We are proud of the progress we’ve made in that respect, and we look forward to seeing what we’re able to come up with in the future.
Switchboard Funnel is an example of how we’re reimagining how insurance is bought and sold. With this platform, as well as a list of other Quility tech platforms, we are giving our agents every advantage in how they grow their business.
