How not to be ordinary.
What is ordinary?
Candidly, in insurance quitters define what is ordinary. 92% of people quit this industry before they ever really get started. Most do so within 9 months and the rest that do so generally do it within 2 years. So how do you not end up being ordinary?
• Write an application, if you don't have insurance on yourself write it on yourself! That's cornerstone 1 (scroll down to see all 4).
Will has about $1.2 million on him.
• Become part of the 8% that become at least a first-time writer. Over half quit before writing 6 apps. If you write 6 apps in 6 weeks you are statically more likely to stick in this career. Make it your goal to hit SNA (Seasoned New Agent) by 6 apps in 6 weeks.
• Don't stop at 1 app. About half of that 8% quit after their first app. So that leaves only 4% that start the path to becoming regular writers. This is where families are protected, and the money begins to be made!
Out of the 4%, about half struggle. Why? Unrealistic goals or expectations. This is not a complicated business, but it isn’t easy. This is where cornerstones 2-4 come in to play. They keep you from being a quitter.
• After the industry weeds out the 98% that leave, there are left about 2% that make it even a smaller subset of these become regularly profitable. The goal should be profitability. If that is what you want, then you have to do the work. It is like climbing a mountain top, you get there by continually moving up!
How to be extraordinary.
What is extraordinary?
Less than half of the remaining 2% make it to long term success. If you want to be successful, this is the path at Symmetry.
To be extraordinary you must do more than the ordinary.
Practice the cornerstones.
Make a minimum of 3-4X return on your investment.
Buy or produce good leads! Leads = future clients.
Write business that stays on the books for at least a year.
Have a persistency of 60-70%.
We strive for you to part of the 2% or even the 1% of successful writers.
Personal production begins with a first app so write one today and we suggest starting with SBLI or Americo.
Test your knowledge with our agent success quiz.
Start today.
By joining this team. You made a commitment and we are glad you are here. Your commitment to yourself, your new partners, your up-lines, Symmetry Financial Group, and as importantly to your future clients. We are glad to get you on the team and look forward to seeing what you are going to do.
Get started, stay started.
1. Believe in what you're selling (doing)!
Buy leads.
Make a dial plan.
Dial your leads.
Set first appointment. Click here upon accomplishing this step.
2. Work and counsel through Massive Action, Constant Correction (MACC)
First time triple dial if from cell phone. Double dial on second calls. If using Switchboard, double dial on all calls. Use text/automations.
Make at least 150 calls a week.
Click here when you write your first app from an appointment.
Four cornerstones of success
You are here because you want to use that life insurance license in a team that gets things done. Buckle up because it is time to get started. The four cornerstones of success exists because you have to have to do this to routinely win.
Strive to be in the top 1 to 2% of this industry. How believe in what you're doing!
Put in the work and counsel with those that have made it through massive action and constant correction to become proficient and profitable quickly.
Associate with the right people. Join workrooms and reach out to your up-line and find running buddies, people that will encourage and challenge you.
Commitment to growth. You are starting a new role with new goals. Write down your goals and how you will make them into reality.
“Write the vision, and make it plain wherever you write it, so that he that whoever reads it can understand it.” That paraphrase of Habakkuk 2:2 sums up what we want to do as an agency. We want to create 5-star clients by being 5-star agents.
Here is the Adair Agency's vision statement.
We convert leads into 5-star clients by providing insurance assurance.
We promote agents by helping them pass ordinary and achieve the extraordinary.
What is a 5-star client?
Looking for what we have to offer.
Understands our options.
Trust our agents.
Chooses our options.
Gets approved & protects their family.
What is a 5-star agent?
Active Listener.
Understands the leads concern.
Proves to be trustworthy.
Provides solid options.
Get clients covered.
Danny Young once said you have to get on it to stay it.
3. Commitment to ongoing self improvement
Read books that help you grow. Your business life is not distinct from your personal life. Growth as a person will make you a better solutions specialist and salesperson. See page 11 in the Agency Handbook.
4. Associate with the right people
Associate with the right people because the most successful agents associate regularly with the team. Team meeting schedules are in the Agency Handbook.
Join dial teams and open zoom work rooms at https://adairs.link/workroom
SBLI
SBLI is now a core carrier. Start healthy clients under 65 with this application.
AM-AM
You can write AMAM (American Amicable/Occidental even before fully contracted. Just in Time Instructions
Mutual of Omaha
Another great option is MOO for add on apps. Quick. Easy. GI (ADD, Cancer, H/S, Children) Just in Time Instructions
FORESTERS
Just-In-Time (JIT) Appointments with Foresters
This is one of Will's go to carriers, but it is the slowest of these 5 core carriers. It has excellent options including medically underwritten if you have to go that route. Will Adair's Forester ID is 732159
STEPS TO SUCCESS AFTER YOU ARE LICENSED AND ONBOARDED (APPLICATION IS ACCEPTED BY SYMMETRY AND CARRIER CONTRACTING HAS BEGAN)
Various Tips
Learn and practice the cornerstones. See above.
Reach out to your mentor (you can do it daily) and provide your status updates. Read the Agency Handbook, it gives you a roadmap to success. Mentors are not mind readers and honestly that would be kind of freaky if they were.
Be communicative. Our model works best for people that catch the vision and make it their own. Join a workroom even if you are in pre-licensing and communicate on Slack.
Want the real secret to success?
Don't tell anyone but here is the secret. Show up early, stay late, reach out to others, reach up to those that are currently at the destination that you want to arrive. 99.9% got there by reaching out and learning one little trick that pushed them further along. It's not easy, but if it were then this would only be worth about $9.95 an hour. You are worth so much more than that or we wouldn't have invited you on our team.
Bookmark this page. Keep this page handy while writing your first app.
Ready to write? - Take the Exam.
Adair Agency Handbook. -Roadmap to success.
Quility SFG contracting -quilityonboarding.com/auth/login
Obtain E&O - May be purchased at calsurance or elsewhere.
Quility HQ - our SFG resource center. hq.quility.com
Our communication interagency platform - We use Slack.
Our agency communication platfom - We use Zoom.
SureLC Contracting. - Carrier contracting center
OPT Lead System - Legacy and B lead system.
Razor Ridge - Our external lead system for digital leads.
Switchboard - Our one stop solution for client automation.
Ongoing training. - WebCE
The Adair Agency with Symmetry Based in Hampstead, North Carolina
with independent agents across the United States.
Phone: 910-858-8315
Email: [email protected]
Copyright © 2021-2025 The Adair Agency. All Rights Reserved.
The Adair Agency is a private insurance company partnered with Symmetry Financial Group. “Quility” is a brand name used by the Quility family of companies. All insurance offers, solicitations, and recommendations made via this website are being made by Quility’s licensed affiliated insurance producers, Symmetry Financial Group, LLC (d/b/a Symmetry Insurance Services in California) and Willis Adair.
No offers, solicitations or recommendations are being made via this website in any state where one of those named Quility licensees does not have a license. Please see our License Page for a list of all of Symmetry Financial Group, LLC’s (d/b/a Symmetry Insurance Services in California) and Willis Adair’s license numbers in each state. All other agents working with Life With Symmetry are licensed agents with their own unique license numbers.
No agent’s success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.