As we finish out 2024, we at Symmetry Financial Group are looking back on everything we accomplished throughout the year, as well as the 15 years that preceded it. One of our greatest achievements is the families we’ve helped. And that achievement would not have been possible without the success and dedication of our agents.
Whether that’s matching a newly married couple with a term life policy that will prepare them for retirement or helping a grieving family receive the death benefit that will give them financial security for years to come, protecting families has always been at the core of what Symmetry agents do.
With that in mind, we are excited to share that we’re very close to hitting the mark of one million families helped. That’s one million families protected by Symmetry agents and our parent company, Quility’s, B2B team.
This milestone is a reminder to life insurance agents across the nation. The impact you make day in and day out is extensive and rewarding. Every policy you write brings peace of mind to your clients and protection to their families.
Innovated tech
Helping one million families would not have been possible without the advancements in insurtech that our parent company, Quility, is responsible for. Quility’s innovation has consistently streamlined the efforts of our agents, making it easier than ever to help clients find the perfect fit coverage.
As a reflection of Quility’s innovative tech, they were awarded Insurtech of the Year by US Fintech. Helping one million families would not have been possible without Quility’s insurtech and its support of our agents.
Streamlining the agent journey
Over the past year, Quility’s innovation has allowed us to consistently streamline the agent journey for Symmetry agents. Finding the perfect policy for clients is now easier than ever. Keeping all of this data on one centralized platform increases efficiency for the agent and a better, more personalized experience for the client.
Thanks to innovative tech like Switchboard Funnel, Symmetry agents can automate everything from nurturing their leads to scheduling and setting appointments with their clients.
Quility Secure Future Complete
While not exactly a piece of tech, Quility Secure Future Complete (QSFC) is another example of Symmetry agents benefiting from Quility’s offerings. This suite of whole-life insurance policies houses four unique products, all aimed at helping Symmetry agents provide more for clients who otherwise may be considered uninsurable. QSFC is an option for ages 20 to 80 and a good fit for applicants who have been previously declined.
With QSFC, Symmetry agents can offer their clients more, even if they’ve only found no’s with other insurance carriers. It is one more example of the progress we’ve made to help more families across the country.
Comprehensive support
Of course, everyone needs a helping hand from time to time, regardless of their background or experience level. That’s where our in-depth training and support steps in to guide Symmetry agents forward.
Helping our agents find the right answers at the right time has been critical on our path to one million families, and through corporate and agency-led training our agents have help at every step of their journey.
A dedicated agent force that cares
Last, our mission of helping families would be a fruitless endeavor without the passionate drive of our agent force. Every day our agents work hard to make a positive impact on the lives of their clients.
At Symmetry, our agents provide more for their clients while building relationships that go beyond selling a policy. We’re proud to support our agents and are immensely grateful for the noble careers they create.
Symmetry Financial Group | Helping one million families
We are honored to be a part of this incredible achievement that we’ve secured alongside Quility and the Quility B2B team. Helping one million families is a milestone worth celebrating, but it is by no means the destination.
We are excited to continue this journey of supporting life insurance agents with streamlined solutions. At Symmetry, we’re proud to help agents across the country find a purpose while elevating the profession.
