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Agent Resources

Engage in the Culture

Symmetry core values
Family tree
$100K Agency Machine
Rule of 5
Quility/Symmetry Swag

Laying the Foundation

Glossary of terms
SFG Agent Handbook
Levels of Leadership
Promotion Guidelines
Magnitude of Impact
HQ How-To Videos
Digital Workspace Setup
PacWest Agent Handbook

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Contracting & Pre-Licensing

Onboarding with Corporate
Unlicensed Agents
State licensing requirements
E&O insurance
Anti-money Laundering Training
Licensing with SureLC

Businesswoman

Training

Agent Engagement Checklist
Do Summit training in HQ
Leake Agency Training
DailyHuddleReplays.com
Symmetry Youtube Webinars

Businessman on Phone

Phone

Start here! - Preparation Checklist
Leads fact sheet
Dialing basics
HQ Switchboard Activate
Switchboard Walkthrough Video
Audree's Dial Room Video

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Casework

What is casework?
Casework Resources
Casework How-To Video
Casework PowWow Training
Navigator Platform Training

Presentation

HQ Mortgage Protection Presentation (Please make a copy)
Audree's Zoom Presentation (Please make a copy)
Role and Purpose Statement (During beginning of appointment)
How to Present Mortgage Payment Protection-Video
All Things FIF & Resets Training

Closing a Deal

After the Sale

Submit the sale to Opt! & Airtable
- Ask for referrals
Trust Referral Information-Integrity Estate Planning
Track your Clients! Here's the spreadsheet template (Make a copy)

Eagle, ID 83616 | hello@pacwestagency.com | © 2023 by PacWest Agency

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