Your roadmap to getting licensed and launching your career — work through each step in order and you'll be up and running in no time.
📹 Welcome Video
Watch Welcome Video
👥 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.
Agency Directors
Gabby & Fred Roethlisberger
Agency Owner
Charity Prugar
Key Leader
David Gardner
Team Leader
Kristian Borrell
Team Leader
Michelle Tveten
🔌 Get "Plugged In" With the Team
Before anything else, we want to get you connected with the agency family. Here's how we do that:
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Join Our Slack
Our main hub — support, answers, and team connection all in one place.
A virtual co-working space where agents work together, stay accountable, and support each other — open anytime. Watch the 4-min intro to see how it works, then hop in!
Don't wait — schedule your exam as soon as you finish pre-licensing. The sooner you book it, the sooner you're licensed!
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Step 3
Get Fingerprinted ASAP!
Fingerprints must be done within a day or two of starting pre-licensing — get them done early. Click the link below, select your state, and follow the fingerprinting instructions. If instructions aren't available, contact your state directly.
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Important: Your fingerprints must be sent to the State Commissioner's Office. When you arrive, make sure to tell the staff at the fingerprinting location so they send them to the right place.
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Not needed in these states: IL, CO, SD, CT, KS, IN, NE, NH, OK, VT, or MS
Processing times vary by state — apply immediately after passing so there's no delay in getting started.
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Step 2
Get E&O Insurance
E&O insurance is required before you can submit any applications — all carriers require it, so get this in place as soon as your license is approved so nothing slows you down when you're ready to write business.
It typically runs $500–$1,000/year and protects you in the event a client claims an error or oversight in your recommendations. Symmetry has a sponsored E&O program through CalSurance — this is the recommended option for new agents and is usually the most straightforward to set up.
Once your license arrives, let your mentor know IMMEDIATELY once your license number comes in!
📚 Get Into the Chris Leake Sales Training
Don't sit still while you wait for your license to come in — this is some of the most valuable time you have. The Chris Leake training portal is packed with everything you need to hit the ground running the moment your license arrives.
Agents who go through this training before they're licensed consistently outperform those who wait. Use this time wisely!
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What to focus on: Watch the training videos in order, learn the products, study the scripts, and get comfortable with how appointments are run. The more you absorb now, the more confident you'll be on your first call.
