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Elevate Your Engagement with Switchboard
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Elevate Your Engagement with Switchboard

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. This client engagement application 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 Owner’s Circle, our branded website domain that gives agents a direct line to potential customers while acting as a recruiting funnel. They also have access to Quility’s own Power Dialer where they can automate everything from texts and calls to scheduling appointments all while effortlessly reaching more clients.

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.

Introducing Switchboard 

Switchboard 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.

Beyond that, agents can also create funnels for all inbound communication from leads as well as integrate the platform with Outlook, Zoom and Google. Potential clients can schedule appointments using a digital calendar and access a live chat feature that agents can fill with templated responses.

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, and it makes keeping track of business easier than ever.

Switchboard streamlines client engagement while offering a better work-life balance for our agents.


Agents will find a litany of features within Switchboard. Through the platform, you’ll have access to a centralized CRM, campaigns and pipelines for all lead types and an appointment scheduler with integrated reminders.

The CRM aspect of Switchboard acts as a multi-channel centralized communication portal that comes with a personalized business phone number, outbound email, outbound phone calls (click-to-call) and outbound voicemails.

With Switchboard, agents can create campaigns for several lead types including mortgage protection, final expense, and term and permanent life insurance. The campaigns come with inbound funnels for calls, texts, web presence and lead nurturing.

Through the appointment scheduler, agents can create a personalized calendar system that allows them to schedule appointments easily or let the clients book a time themselves. With time zone recognition and appointment reminders, reaching out to your clients has never been easier.

Switchboard also comes with a mobile app, training modules, support articles and live chat support to help agents troubleshoot any issues they run into on the platform. Agents will also have access to a Facebook group for community support.

How to get started 

We make getting started simple for agents. After contacting their Agency Owner, agents can sign up for Switchboard onboarding and training. Through onboarding, agents will get a thorough look at how Switchboard works and will receive resources to get the most out of the platform.

Once agents have received onboarding and training, they can enroll in Switchboard and sync their credentials with the platform. Once the leads start rolling in, Switchboard will take care of the rest.

It’s free to use 

Best of all, Switchboard’s entry-level application is completely free to Symmetry agents. While there are some comms fees associated with phone calls and texts, those are minimal. Agents can upgrade to enhance certain features within Switchboard, but most of the platform’s technology comes at no cost to its users.

HQ Support 

With any kind of new technology, there is bound to be a learning curve. With Switchboard, 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 for Switchboard.

Through the Quility Tech section of HQ, agents will find a Switchboard tab that will bring them straight to the platform as well as 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 during onboarding that they can refer to at any time. If that’s not enough, agents who use Switchboard also can get in touch with our Switchboard ambassadors. This group of experienced agents is committed to helping Symmetry agents find their footing with this digital platform.

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 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 products, we are giving our agents every advantage in how they grow their business.

Experience the Symmetry Difference

As a Symmetry agent, you will have access to high-quality life insurance, disability income insurance, critical illness insurance, and annuity products from more than 30 well-known insurance companies. This gives you the flexibility and reach you need to tailor plans to meet clients’ individual coverage needs.

To learn more about how to begin a fulfilling career as a life insurance agent, contact us today.

Dakotah Seiler
Senior Copywriter and Brand Specialist
Dakotah Seiler is a contributing writer and content specialist at Symmetry Financial Group. He has more than eight years of industry experience, from handling mailing campaigns to writing product-specific pieces that support licensed agents and their businesses.

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