Welcome to the Roethlisberger Agency. You've made an incredible decision and we're thrilled to have you. Your two main focuses right now are Fast Start in HQ — Symmetry's official onboarding program — and Chris Leake Training, which gives you the sales foundation for this business. Use this handbook as your companion guide alongside both.
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Join Our Slack
Our main hub — support, answers, and team connection all in one place. Join if you haven't already!
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Weekly Calls
Morning accountability, team calls, MACC Room — your full weekly schedule in one place.
👥 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
Weekly Calls
The agents who plug in early are the ones who win
📆 Add all calls to your Google Calendar in one click
+ Add to Google Calendar →
📆 Full Weekly Schedule
All times shown as PST / CST / EST. MACC Room calls all use the same link below.
Monday
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Join →
Roethlisberger Round Up Our Team Call
9AM PST | 11AM CST | 12PM EST
Our agency's weekly team call — connection, updates, and wins.
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ELITE — The Gen Z Arena MACC Room
7AM PST | 9AM CST | 10AM EST
For Gen Z agents to learn, collaborate, and grow together.
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Join →
Leads Learning Hour Corporate · 1st & 3rd Monday only
12PM PST | 2PM CST | 3PM EST
Deep dive into leads — how to buy, work, and maximize ROI.
Tuesday
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Top Producer Call MACC Room
10AM PST | 12PM CST | 1PM EST
Learn directly from the highest performers in the company.
Wednesday
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Join →
Symmetry National Call Corporate
9:30AM PST | 11:30AM CST | 12:30PM EST
Hosted by Symmetry's corporate home office — worth joining every week.
Thursday
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Be a Better Builder MACC Room
7AM PST | 9AM CST | 10AM EST
How to build an agency — insights from top leaders.
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Join →
Deep Dive with Sales Experts Corporate
8AM PST | 10AM CST | 11AM EST
Advanced sales training — objection handling, close rates, and case design.
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Getting Unstuck MACC Room
9AM PST | 11AM CST | 12PM EST
Get live coaching on your business or listen to others get coached.
Fast Start + Leake Training
Two paths — both need your attention during onboarding
These are your two main focuses during onboarding — and you'll be working through both at the same time. Start with HQ Fast Start first so you can get your Carrier Contracting knocked out, then keep building momentum with Leake Training alongside it.
📞 Your First Week Calls
As a brand new agent, there are two calls you should attend your first week. They're built specifically for onboarding and will help you get oriented fast.
Personal Development
Strong habits build strong agents
📚 Reading List
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
#5
Twelve Pillars
Rohn & Widener
#6
Be Your Future Self Now
Dr. Benjamin Hardy
#7
The Gap and the Gain
Sullivan & Hardy
#8
The One Thing
Keller & Papasan
#9
What to Say When You Talk to Your Self
Shad Helmstetter
Group Chat
Your team is one message away
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We use Slack as our main group chat
This is where your team communicates — support, wins, announcements, and answers to your questions all live here.
Join Our Slack →
📲 How to Get Set Up
1
Click the Join button above — it will open the Slack invite link in your browser.
2
Create a free Slack account (or sign in if you already have one). Use your name so your teammates know who you are.
3
Download Slack on your phone. You can also access it in any browser on your computer at slack.com — no separate app required.
4
Introduce yourself in #general — let the team know who you are, where you're from, and what got you here!
💡 What You'll Find in Slack
#general — Team updates, announcements, and wins
#underwriting — Ask any product or client-related questions here
#recordings — Recordings of most of the calls we have during the week
Direct Messages — Reach your mentor or teammates 1-on-1
Navigator + Funnel
Navigator for quoting & case management + Switchboard Funnel for your pipeline
🧭 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 →
🌀 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.
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Complete the Funnel Training in the LMS
Go through the Funnel course in The LMS — 7 modules, ~40 minutes.
Open The LMS →
Business Card
Your digital business card — your first impression
You have a couple of options here — feel free to create your own using AI or Canva, or you can have one made for you by our admin Kate. Either way, having a digital business card is a great tool for sharing your contact info professionally.
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Have Kate Make One for You
Submit your headshot and Kate will put together a professional digital business card for you. Just make sure the lighting is good and the background is clean.
Request Digital Business Card →
Leads + Flat Tire
Two ways to get your business off the ground — do both
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Before diving in — be sure you have completed HQ Fast Start Steps 23–29!
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HQ Steps 23 & 24
Flat Tire List
People you already know
Start with people you already know and trust. The Flat Tire List helps you build confidence and get your first real appointments — before spending money on leads.
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Dial Your Way to Appointments
Invest in Leads
📋 Know Your Lead Types
"A" Leads
· Brand New / Exclusive
· Higher financial cost
· Lower time commitment
Bonus Leads
· Slightly older / Not exclusive
· Lower financial cost
· Higher time commitment
1. Lead Budget
Full-Time — $500+/week
Part-Time — $250–300/week
No minimum requirement
Typical ROI ~4X
Part-Time — $250–300/week
No minimum requirement
Typical ROI ~4X
2. Activity is Key!
500 dials per week
More dials = shorter learning curve
Newer leads = fewer dials required
More dials = shorter learning curve
Newer leads = fewer dials required
As a new agent you start on 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.
📞 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!
📊 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.
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Monthly Business Tracker
Open this and bookmark it — you'll use it every day to track your dials, contacts, and appointments.
Monthly Business Tracker →
Products
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
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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 →
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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
Resets & Intro to Services Call
Two powerful ways to go deeper with your clients and grow your income.
Two Ways to Serve Your Clients
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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 ↓
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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 ↓
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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.
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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 →
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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.
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How to Apply for a Non-Resident License
Watch →
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Submitting Your First Application with MOO & How to Submit into OPT
Watch →
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Zoom and Calendly Set Up
Watch →
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Screen Sharing
Watch →
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Profitability Hacks for Success!
Watch →
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Keys to Success!
Watch →
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Google Drive of Docs, Scripts and Slides
Open →
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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 →
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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.