Home Office Resources:

This page will point you in the right direction with a wide array of questions agents often have ranging from business cards to getting promoted.

If you have a question we haven’t answered here (or somewhere else on the website) email admin at pappasfamilylife.com with “Website Suggestion” in the title.

Office Resources:

 

Computer Requirements:

In general, older laptops work just fine!

While each Carrier has their own computer tech specifics you will need a PC based computer running Windows (no Linux or Mac- unless you run Parrellels) and the computer must have a physical hard drive, even 30 GB is fine! (No Chromebook/ Cloud storage).

It doesn’t have to be new or fancy. Options like these should provide more than enough computing!

You are able to use an iPad for much of what we do with our core carriers (though not everything).
If you are going that route, you MUST be tech savvy and understand you will not receive any tech support from the carriers or your upline support.

With few exceptions, use Firefox for your browser. (Chrome should work too)

Firefox:

Insurance Carrier sites can be more finicky than a wicked witch in the rain. With few exceptions, using Mozilla Firefox for everything you do will be best. If you prefer Chrome, you should be fine (although slightly slower).

Internet Explorer is to be avoided, with a few notable exceptions (downloading AmAm software)

Dropbox:
Dropbox is great for storing your applications and save documents from this site so you can access them anywhere.

1- Visit Dropbox.com to create a free account
2- Download both the Desktop and App versions
If you think the “cloud” is in the sky, read tutorials on Dropbox or watch a few tutorials on Youtube

Also, you’ll want to have a scanning app like TurboScan handy!
It’s free or only $4 in the App store for cool features like syncing to Dropbox!

PDF Editing:
Need to merge pdf’s, make them smaller in size, etc?
We *heart* smallpdf.com and yes, they sync with Dropbox! 🙂

Agent Training Resources:

 

Symmetry Agent Handbook:

This handbook will help fill in the knowledge gap of lots of various odds and ends!
Use this link to download your Agent Guidebook

SoundCloud:
This site/app gives you access to exclusive training from our Agency as well as 1,000’s of hours of training from SFG!
1- Visit SoundCloud.com to create an account and while you’re there, download the App on your phone. 😉
2- Search “mySFGteam” and “Symmetry Financial Group” and follow both.

We have several videos on YouTube for ongoing training
1- Click HERE or go to YouTube and search “Pappas Family Life”
2- Log in and Subscribe to this channel
3- Take a minute to realize how awesome you are… this Tech stuff is almost over!
*HINT* some videos are ONLY in Playlists!

Field Resources:

 

ASAP Planners are KEY to helping you keep your business organized!
Features:
Weekly appointment tracking
4 Keys to Success weekly checklist
Simple tracking of all sales activity

 

Name Badge:

 It’s a proven fact you become 110% more legit by adorning your SFG Name Badge! 

Business Cards:

Use Vistaprint for business cards. Symmetry has some cool designs at a corporate discount!
Stick to 100 cards cause you’ll want to change something.
#murphyslaw

Commission Raises & Getting Promoted:

 

Contract Promotions:

Working toward your next promotion?!? WE SURE HOPE SO!!!

Here are the official Symmetry Promotion Guidelines

Leadership Promotions:

Looking to grow yourself and lead others?

Here are the official Levels of Leadership Guidelines

Be sure to discuss how to reach your goals with your Upline!

Commission Guide:

Here is a document to help guide you on product commissions.
**Commissions may have adjusted, so ALWAYS verify with the carrier**

Download the 60% Commission Level Matrix effective November 2016 to know exactly which products pay what.