Welcome to the Roethlisberger Agency. You've made an incredible decision and we're thrilled to have you. This handbook walks you through everything you need — work through your 7 activation steps in order to get set up, then dig into the production section once you're live. Follow the steps and you'll be writing business before you know it.
✅
Track Your Progress
At the bottom of every page you'll find a Mark as Complete button. Click it when you finish each step — your progress is saved automatically so you can always pick up right where you left off.
← it looks like this
👥 Meet Your Leaders
We want everyone who walks through the doors of this agency to succeed — and that starts with you never feeling alone in the process. Don't hesitate to reach out to your mentor at any time. No question is too small, no struggle is too minor. We are all in this together.
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Agency Directors
Gabby & Fred Roethlisberger
Team Leader
Kristian Borrell
Team Leader
Michelle Tveten
Team Leader
Patrick Piepkorn
💬
Join Slack →
Join Our Slack
Our main hub — support, answers, and team connection all in one place. Join if you haven't already!
📅
Weekly Calls
Morning accountability, team calls, MACC Room — your full weekly schedule in one place.
Step 1 — Onboarding Application
Complete your application, get approved, and set up SureLC
Watch for an email from onboarding@quility.com — this is where your onboarding application link will come from. Follow the steps below as soon as it arrives.
✍️ Step 1 — Finish Your Symmetry Application
🔗
Click your application link from onboarding@quility.com and fill out the entire form. Have your EFT info (bank info) ready so you can get paid.
📄
Upload your documents — you'll need your E&O Certificate and AML Certificate in the application.
✍️
Signature must be your full legal name — first and last — on one line. Initials, partials, and scribbles are not accepted.
John Doe
✅ Acceptable
JD
J Doe
Ju~
❌ Not Accepted
⏱️
Approval timeline — expect to hear back within 24–48 hours of submitting. Once approved, watch for a welcome email from hq@quility.com — it has important links, don't delete it.
💡
Don't just wait around
While your application is being reviewed (24–48 hrs), jump into Step 4 — Chris Leake Training and get a head start. It's the best use of your time right now.
Step 2 — Get Into SureLC
Set up your contracting profile with our core carriers
Do this ASAP. SureLC initiates your contracting with our core carriers on the back end while you're training. Your writing numbers will arrive by email as they come in — keep an eye out.
✅ Your SureLC Checklist
☐
Find the activation email from SuranceBay — your Symmetry welcome email (hq@quility.com) triggers a separate email from setup@surancebay.com. Check spam if you can't find it.
☐
Set up your profile & upload documents — confirm your info is accurate and upload the same docs used during onboarding (E&O Certificate, AML Certificate, etc.).
☐
Complete every red & yellow notification inside SureLC — these are required to move your contracting forward.
☐
Sign carrier contracts for ALL carriers inside SureLC:
· American Amicable· Foresters
· Americo· Mutual of Omaha
· Banner Quility· SBLI
· Corebridge· Transamerica
· Fidelity & Guaranty· UHL — email contract separately
UHL contracts arrive via email from producersexpress@sircon.com — keep an eye out.
📹 SureLC Walkthrough Video
🏢 Your Carrier Agent Portals
Bookmark these carrier pages as you wait for your writing numbers. Then keep moving while you wait! Writing numbers will arrive by email as they come in — keep an eye out.
American Amicable
Login →
Corebridge (AIG)
Login →
Americo
Login →
Banner Quility (LGA)
Login →
Fidelity & Guaranty
Login →
Foresters
Login →
Mutual of Omaha
Login →
UHL
Login →
SBLI
Login →
These are agent portals only. Ask your mentor how to quote when the time comes — the quoting tool and application link is often different from the agent portal login.
Step 3 — Write Your First Application
Take a policy out on yourself & get into OPT!
This is a big one. Writing your first application — on yourself — kickstarts your carrier relationships and gets you familiar with the submission process before you're in front of a client.
📄 Take Your First Application on Yourself
📖
Step-by-Step Directions
How to Submit Your First Application on Yourself →
⚠️ Once submitted, you must also enter your application into OPT! — submit to both the carrier AND OPT! within 24 hours of writing. Important
💻 Get Into OPT! CRM
OPT! is your lead CRM — you'll use it to submit every application you write. Log in at least once every 2 weeks or your account will be locked out.
📧 Look for your OPT! login credentials in your Welcome Email from Symmetry (sent from hq@quility.com) — your email is your username and a temporary password will be provided.
Weekly Calls
The agents who plug in early are the ones who win
📆 Full Weekly Schedule
All times shown as PST / CST / EST. MACC Room calls all use the same link below.
Monday
🤝
Join →
Roethlisberger Round Up Agency
9AM PST | 11AM CST | 12PM EST
Our agency's weekly team call — connection, updates, and wins.
⚡
ELITE — The Gen Z Arena MACC Room
10AM PST | 12PM CST | 1PM EST
For Gen Z agents to learn, collaborate, and grow together.
Tuesday
🔄
The Reset Room MACC Room
7AM PST | 9AM CST | 10AM EST
Advanced market solutions — how to spot and write more complex cases.
🏆
Top Producer Call MACC Room
10AM PST | 12PM CST | 1PM EST
Learn directly from the highest performers in the company.
Wednesday
🌐
Join →
Symmetry National Call Home Office
9:30AM PST | 11:30AM CST | 12:30PM EST
Hosted by Symmetry's corporate home office — worth joining every week.
Thursday
🏗️
Be a Better Builder MACC Room
7AM PST | 9AM CST | 10AM EST
How to build an agency — insights from top leaders.
💡
Getting Unstuck MACC Room
9AM PST | 11AM CST | 12PM EST
Get live coaching on your business or listen to others get coached.
Step 4 — Chris Leake Training
Mortgage Protection University — start it or keep going
If you started this while waiting for your license — keep going. If you haven't started yet — start now.
🛒 What to Get
📦
Mortgage Protection Sales Mastery Course — $25 Recommended
Get Started at training.theleakeagency.com →
▶️ Where to Start Inside the Training
Once you're in, follow this order:
- "My Story" Bonus Mod — Watch this first, near the bottom of the course right after Mod 17.
- Mod 1 — Introduction
- Mod 2 — Mortgage Protection Quick Start
- Mod 3 — The Most Important Thing: Personal Development
- Mod 4 — Understanding Mortgage Protection
- Mod 5 — Keys to Success
- Mod 6 — Principles of Sales
📞 Getting Ready to Start Dialing
Complete these modules before you pick up the phone.
- Mod 7 — Purchasing Leads
- Mod 8 — The Appointment-Setting Phone Call
- Mod 9 — Risk Assessment: What Does the Client Qualify For?
- Mod 13 — Handling Objections
Step 5 — Business Setup
Office, headshot, Zoom, personal development & tracking
🖥️ Office Setup
📸
Get Your Headshot for Your Virtual Business Card
Submit your headshot to Kate for your digital business card — professional or DIY, just make sure the lighting is good and the background is clean.
Submit Headshot — Digital Business Card Request →
📹
Get Zoom Ready
All appointments are run on Zoom. Follow the training video to get it set up correctly before your first call.
Zoom Set Up Training →
📚 Personal Development
Personal development is a non-negotiable part of this business. Strong habits build strong agents.
Start with #1 and work your way through — click any book to open on Amazon.
#1
Go for No!
Fenton & Waltz
#2
The Miracle Morning
Hal Elrod
#3
Selling Security
Jim Larsen
#4
Secrets of the Millionaire Mind
T. Harv Eker
📊 Business Tracker
Track these three numbers every day once you start dialing.
- Dials — Each time you dial a number.
- Contacts — Real conversations (no quick hang-ups).
- Appointments — Scheduled appointments, same or next-day preferred.
📋
Monthly Business Tracker
Open this and bookmark it — you'll use it every day to track your dials, contacts, and appointments.
Monthly Business Tracker →
Step 6 — Navigator + Funnel
Navigator for quoting & case management + Switchboard Funnel for your pipeline
🧭 Part 1 — Navigator
Navigator is your quoting and case management platform.
📍 How to Access Navigator
Log into Quility HQ, click the grid icon (⊞) in the top left, then select Navigator.
Your Quility HQ login credentials were sent in your Welcome Email from Symmetry (from hq@quility.com). Check that email for your username and temporary password.
🎓 Get Certified in Navigator
Complete the Navigator Certification course — 4 modules, ~25 min.
Open The LMS →
🌀 Part 2 — Switchboard Funnel
Switchboard Funnel is where you'll manage leads, run product recommendations, and guide clients through the process. Get signed up and complete the training before your first appointment.
1️⃣
2️⃣
Complete the Funnel Training in the LMS
Go through the Funnel course in The LMS — 7 modules, ~40 minutes.
Open The LMS →
✅ Come Prepared — Before the Meeting
The more prepared you are, the more valuable this call will be. Come in with answers to these four things:
🎯
Your Income Goal
How much do you want to make in your first 90 days? Come with a number — even a rough one is a great starting point.
🗓️
Your Weekly Hours
How many hours per week can you commit? Be honest — your mentor will build a realistic plan around your actual schedule.
❓
Your Questions
Write them all down — training, tools, the process, anything. No question is too small. That's what this call is for.
✅
Steps 1–6 Completed
The more setup you've done, the more specific your launch plan will be. Finish your steps before you book the call.
Leads & Flat Tire List
It's Go Time — leads, ramp-up, and getting on the phones
Two Options to Get Your Business Off the Ground
Choose your path — or better yet, do both.
💰
Invest in Leads
Purchase leads from SFG's system and dial your way to appointments. The fastest way to build volume.
See Ramp-Up Plan ↓
🚗
Flat Tire List
Practice with people you already know and trust. Build confidence and get your first real appointments.
See Flat Tire Tips ↓
⭐
Pro Tip: The most successful agents do both — invest in leads AND work their warm market at the same time. Double the activity = double the momentum.
🚗
Option 1
Flat Tire List
People you already know
Think about the 10 people you would call if you got a flat tire on the side of the road. Those are the people who belong on this list. This is not about pressure — it's about getting real reps, building confidence, and having better conversations. If someone has a genuine need, your mentor will guide you through it.
✅ What To Do
1Make your list of 10 people
2Reach out honestly and ask for help with a practice appointment
3Set a real appointment time
4Complete a CQF for each appointment
5Review your results with your mentor
Flat Tire CQF
Client Qualification Form — open or print to use at every appointment
Open PDF →
📋 Our Solutions
A shareable graphic of all the solutions we offer — save it and send to your warm market or post on social!
📥
Our Solutions
Tap to save & share with clients or on social
Download →
💬 Sample Message to Send
"I recently started a new position in insurance, and part of my training is doing a few practice appointments so I can get comfortable with my process. Would you be open to helping me out by being one of my practice appointments this week?"
🏁 What Success Looks Like
✓ You made your list
✓ You booked appointments
✓ You completed the CQF
✓ You gave your mentor something to coach on
🧠 What to Remember
• Be honest about being in training.
• Treat the appointment like it matters.
• Focus on learning, not pressure.
• Let your mentor help with next steps.
• Every conversation gets easier.
💰
Option 2
Invest in Leads
Dial your way to appointments
🚀 Getting Started as a New Agent
As a new agent you start on what we call bonus leads — older leads that have not yet been resolved. This lets you start your business and stay profitable from the beginning while you build your skills. Investment as a new agent looks like $150–$250/week. As you book your first appointments and make your first sales, we scale from there.
🗓️ The 8-Week Commitment
Commit to investing in your business for 8 weeks straight — starting small and scaling as you grow. Follow the ramp-up below, invest enough, and do enough for 8 straight weeks. Total investment over 8 weeks is ~$2,570.
⚠️ Worst Case
You follow the ramp-up journey (~$2,570 over 8 weeks). If you haven't made at least that back — I didn't do my job. The system works. The leads work. And you're through the learning curve, ready to crank up the volume.
🏆 Best Case
You make your $2,570 investment back — and then some. You're past the learning curve, your confidence is built, and now you're ready to scale.
📋 New Agent Ramp-Up Journey
| Week | Investment | Suggestion |
|---|---|---|
| Week 1 | $100 | 50 CID-CIF |
| Week 2 | $200 | 50 CIC |
| Week 3 | $200 | 50 CIC |
| Week 4 | $375 | 50 CIC + 20 CIB |
| Week 5 | $375 | 50 CIC + 20 CIB |
| Week 6 | $420 | 50 CIB |
| Week 7 | $420 | 50 CIB |
| Week 8 | $480 | 10 CIA + 30 CIB |
TOTAL: $2,570 Investment
📖 Lead Type Key
CIA — A Lead (freshest, highest ratio)
CIB — B Lead
CIC — C Lead
CID — CIF — D, E & F Leads (older leads, great for new agents)
📞 Fast Track to Confidence on the Phones
Ten things that will make you a faster, more confident dialer from day one.
1
Always dial in the MACC room!
2
Record yourself. Hearing your own voice is the fastest way to improve.
3
Keep your foot on the gas. Momentum is everything — hold onto it and create it every week by doing the activity.
4
Know your lead ratios. Know them, know what to expect — no surprises when you sit down to dial.
5
Find a running buddy. Dial with someone. Accountability changes everything.
6
Live Dial in the MACC room — 1 hr per week. Real reps with instant feedback.
7
Listen to Top and Elite Producers dial sessions. Check the MACC room schedule and learn from people who are already doing it well.
8
Look up stories and understand why Mortgage Protection is important. Knowing the "why" behind what you do makes every call more genuine.
9
Should've Said Journal. After every dial session, write down objections you heard and what you wish you'd said. Then look at the game film. This is how you get better fast.
10
Bring energy into every dial session. Your energy is contagious — set the tone before you pick up the phone.
ONCE YOU SET YOUR FIRST APPOINTMENT, STOP!! Call/Text your mentor and let them know! Then keep going!
🛒 Purchasing Leads via LeadStream
When you're ready to purchase leads, head straight to LeadStream. Click the button below to open it:
💰 Open LeadStream →
⭐ Not sure what leads to buy? Talk to your mentor before your first purchase — they'll help you pick the right lead type and quantity for where you are in the ramp-up.
🎥 Watch: How to Purchase Leads in LeadStream
The Appointment & Products
What to do now — training, case prep, and running your first appointment
You set your first appointment — that's huge! Now it's time to prep. Follow these steps so you walk in confident and ready to help your client.
🎓 Continue Chris Leake Training
Go back into the Mortgage Protection University and complete these modules before your appointment:
- Rewatch Mod 4 — Understanding MP
- Rewatch Mod 9 — Risk Assessments pertaining to your client's health
- Mod 11 — Prepping for the Sales Appointment
- Mod 12 — Running the Sales Appointment
- Mod 13 — Presenting Options Clients Buy + Handling Objections
- Mod 14 — Taking Applications
- Mod 15 — Wrapping up the Sale
🛠️ Case Prepping Tools
💻
Use SFG Quotes to quote all carriers — it also has cheat sheets, lookback guides, carrier info, Final Expense Matrix, and more.
SFG Quotes Tool →
SFG Quotes Tool →
🎥
Watch the Underwriting video (23 min) to understand how to place clients with the right carriers. Watch Video →
Case by Case — Hierarchy of Products in Order
You will reference this often.
* Digital products — quoted in Navigator
🖥️ Running Your First Appointment
✅
Get your presentation all finished before the appointment. The presentation can be found in the Chris Leake Training or in the Google Drive under the Resources & Links tab.
🎬
Watch the 3-minute training video on how to run your presentation and share your screen. Watch Video →
Resets & Intro to Services Call
Two powerful ways to go deeper with your clients and grow your income.
Two Ways to Serve Your Clients
📋
Intro to Services Call
An introduction to the services we provide as a company to your warm market — making them aware of ways we can help them and people they know.
See Services Call ↓
💰
Resets
Earn a second stream of income immediately by helping existing clients to provide them with value in addition to their insurance policies.
See Resets ↓
🧠
The Mindset: Think of Resets as a way to uncover more opportunities to serve your existing clients. Think of the Intro to Services Call as an opportunity to share with your warm market what you do and the solutions we provide — whether that's for them directly or for someone they refer to you.
📋
Option 1
Intro to Services Call
Getting started in this business is simple: let people know what you do. Our Introduction to Services Call is designed to help you do exactly that — invite your family and friends to a short Zoom where Fred will explain how we help families across America protect their income, eliminate debt, build wealth, and prepare for retirement. The call is educational, relaxed, and completely pressure-free.
💡 Why This Works for New Agents
This call lets you leverage Fred's knowledge and experience while introducing your network to strategies that could make a real difference in their lives — whether someone has an immediate need, wants a second opinion, or knows someone who could benefit. It's a win for your contacts and one of the best ways to build momentum fast.
✅ What To Do
1
Make a list of family and friends in your warm market who you want to invite.
2
Reach out and let them know you have something valuable to share — a short Zoom call about financial solutions.
3
Book the call on Fred's calendar using the link below and include your contact on the invite.
4
Show up to the Zoom — Fred leads the conversation. Your job is to listen and learn.
5
Follow up with your contact afterward — whether they have an immediate need or want to refer someone.
📣 How to Invite — Scripts & Templates
📄 View Full Document →
Fred Roethlisberger
Book your Intro to Services Call directly on Fred's calendar.
📅 Book a Call with Fred →
💰
Option 2
Resets
Start earning a second stream of income immediately by helping your existing clients with other advanced market opportunities. You "resetting" an appointment on a subject matter expert's calendar is one of the fastest ways to add income without finding new clients.
Building a Team
The path to time freedom — building a team that creates passive income
Building a team is how you go from trading time for money to earning while you sleep. This step is about why building matters and what the numbers actually look like.
💵 The Math Behind Building
Here's what a simple week of production looks like — both for you personally and from one person you've brought onto your team.
👤 You
5 policies
$5,000 AP
× 90% commission
$4,500
× 75% carrier advance
= $3,375 / wk
👥 Two Agents You Recruit
6 policies
$6,000 AP
× 10% override spread
$600
× 75% carrier advance
= $450 / wk
📊 The Compounding Effect
Weekly
$3,825
$3,375 + $450
Monthly
$16,562
× 4.33 weeks
Yearly
$191,250
× 50 weeks
📣 Start the Conversation
The hardest part is just saying something. Here are a few ready-to-use messages — pick one, copy it, and send it today.
💬 Text / DM
"Hey! I just started something new and I'm honestly really excited about it. I help people with life insurance and financial planning — and I'm also building a team. Thought of you. Would love to catch up if you're open to it!"
📱 Social Post
"Big news — I just made a career move I'm really proud of. I'm now a licensed life insurance agent and I'm building something. If you've ever thought about flexible income or working for yourself, let's talk. DMs open. 🙌"
📱 Social Post
"I started something new and I'm looking for 2–3 driven people who want to build an income stream around their life. No experience needed — just coachable and motivated. Comment or DM me if that sounds like you. 👇"
Resources & Links
Everything you need, all in one place
🎬 Training Videos
We are big on training and making sure you are set up for success. Click the links below to access these videos.
🎥
How to Apply for a Non-Resident License
Watch →
🎥
Submitting Your First Application with MOO & How to Submit into OPT
Watch →
🎥
Zoom and Calendly Set Up
Watch →
🎥
Screen Sharing
Watch →
🎥
Profitability Hacks for Success!
Watch →
🎥
Keys to Success!
Watch →
📂
Google Drive of Docs, Scripts and Slides
Open →
🎥
Learn How to Bookmark
Watch →
📄 Reference Documents
📞 Register Your Number
Here are some optional ways to register your number to prevent spam blocking when you are dialing.
🔨
Visit →
🛡️
Visit →
📋
Visit →
Spam Hammer
$10/month per number to protect and clean up your number from showing as spam.
First Orion
Register your number as a business. They will double/triple check that this number is an actual business during setup.
Free Caller Registry
A free option — registers with Hiya, First Orion, and TNS. Good to do alongside the paid options.