Set Up Your Systems
A strong business starts with strong systems. By putting the right tools and processes in place from the beginning, you’ll create a smooth, organized workflow that keeps you responsive and in control. This step sets the foundation for less stress, more productivity, and long-term growth—so you can focus on serving families and building a thriving business.
Embedded Files
About us 1-4/14/2026, 2:13 AM.mp4
Keep an eye out for this email.
If it’s one of the first you’re receiving from us, it may land in your spam or junk folder—be sure to check all folders.
Once your contract has been fully completed and accepted, the contracting process typically takes 24–72 hours.
Getting this completed promptly ensures you’re ready to start writing business without delays.
Essential Quility Tools
These core platforms empower agents to efficiently manage leads, client interactions, and daily business operations. Get started below:
Quility HQ
Purpose: Your centralized hub for training, resources, and performance tracking.
Key Skills:
Navigate training modules and reference materials
Utilize tools for compensation tracking and goal setting
Stay updated on important company news and events
Hq video intro-4/13/2026, 3:04 PM.mp4Opt Intro.mp4Opt! Leads Manager
Purpose: Efficiently manage and track your leads with an all-in-one system designed for productivity.
Opt! Leads Manager
Purpose: Efficiently manage and track your leads with an all-in-one system designed for productivity.
Key Skills:
Access and manage incoming leads
Track client interactions and follow-ups
Optimize lead distribution and workflow
Access:
Once your contract has been fully completed, accepted, and processed, you’ll receive a welcome email with your Opt! Leads Manager login credentials.
Switchboard Funnel
Switchboard Funnel
Purpose: To streamline business processes and direct prospects effectively.
Key Skills:
Using the funnel to route leads to the appropriate services.
Tracking lead progress through the system.
Switchboard Funnel Intro-4/14/2026, 12:12 AM.mp4Virtual Mentor-4/13/2026, 11:24 PM.mp4Virtual Mentor
Virtual Mentor
Purpose: A digital platform designed to assist agents in identifying optimal insurance products for their clients by analyzing health statistics and underwriting guidelines.
How to Join:
Join: Visit the Virtual Mentor website.
Select: Complete the form for access.
Access: You will be notified by email once your Agency Owner approves your access.
Surelc
Surelc
1. Complete Your Profile
EFT: Upload a voided check, direct deposit form, or bank letter
AML Certification: Get Certified Now
E&O Insurance: Secure Your Coverage
2. FINRA Status
Simply select “No” and move forward
Surelc Training V ideo.mp43. Request Your Carrier Contracts
American Amicable / Occidental, Corebridge (E&O required), Americo (Final Expense only), F&G (AL, KY, MA, MS, RI only), Foresters (E&O required),
Mutual of Omaha (select products), SBLI (E&O required), LGA / Banner (E&O required) , Transamerica.
The faster you complete these steps, the faster you can get contracted, serve clients, and start earning.
AS SOON as you have completed ALL the carrier requests, email Lalaine at magtaaslalainemarie@gmail.com Informing her your profile/requests are complete.
Learn More About Each Step
Quility Solutions for Finding the Best Products
We’ve built the technology so you can build the relationships. Our cutting-edge automation streamlines product discovery, eliminating the guesswork and giving you more time to provide the high-touch value your clients expect.
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