Symetra Platform
Symetra Platform
Section titled “Symetra Platform”Platform Access
Section titled “Platform Access”Producer Login
SureLC - Agent Portal
Symetra - Google Form
Symetra New York [Annuity/Life] - Google Form
Symetra e-Application iGO - (iPipeline)
Life Contracting Process
Section titled “Life Contracting Process”Submit a request ONLY if you have business to submit.
Step 1: Complete the Contracting Request on SureLC
Section titled “Step 1: Complete the Contracting Request on SureLC”- Go to the SureLC Portal
- Sign in or create your SureLC account
- Complete your contracting request:
- Select Symetra as the carrier
- Make sure all your information is up to date, including your E&O insurance, license(s), and signature
Step 2: Complete Google Form
Section titled “Step 2: Complete Google Form”Complete the appropriate Google Form or the New York Google Form after submitting your SureLC request.
Fill in all required information accurately:
- Full name
- Email address
- Any additional business details as requested
Step 3: Carrier Processing
Section titled “Step 3: Carrier Processing”Once completed, your contracting request will be submitted to Symetra for processing.
Step 4: Carrier Notification
Section titled “Step 4: Carrier Notification”Symetra will review your request and notify you directly of their contracting decision via email.
Processing Information
Section titled “Processing Information”Important Processing Notes:
Section titled “Important Processing Notes:”- Processing Time: Allow 24-48 hours for GFI processing and a full 7-10 business days for carrier to process appointment paperwork
- Status Inquiries: Email appointmentstatus@mygficonnect.com for updates
- Next Steps: Keep an eye on your email for next steps to finalize your carrier appointment
Contact Information
Section titled “Contact Information”Business Hours
Section titled “Business Hours”Monday - Friday
Carrier “Quick Quotes”
Section titled “Carrier “Quick Quotes””Express Quote and Illustrate: https://financialprofessionals.symetra.com/BrokerAgreement/
New Business
Section titled “New Business”Symetra e-Application iGO (iPipeline)
Section titled “Symetra e-Application iGO (iPipeline)”Follow these steps to setup your iPipeline account:
- Create An Account
- Activate Account via Verification Email
- Create Password
- Capture Username
- Log Back into iGO with Username and Password
- Start New Case
- Once you have submitted your application, it will come to me for approval and will be sent to Symetra for processing
Quick Reference
Section titled “Quick Reference”| Service | Contact |
|---|---|
| Producer Login | sso.account.symetra.com |
| SureLC Portal | SureLC Agent Portal |
| Standard Google Form | Symetra Contracting Form |
| NY Google Form | New York Contracting Form |
| Quick Quotes | Express Quote and Illustrate |
| Status Inquiries | appointmentstatus@mygficonnect.com |
Contracting Process Summary
Section titled “Contracting Process Summary”| Step | Action | Notes |
|---|---|---|
| Step 1 | Complete SureLC Request | Select Symetra as carrier |
| Step 2 | Complete Google Form | Standard or NY form after SureLC submission |
| Step 3 | Carrier processes request | 7-10 business days |
| Step 4 | Receive notification | Email confirmation from Symetra |
Important: SureLC + Google Form required (complete in order). Two separate Google Forms available - use the standard form for most states or the New York form for NY business (Annuity/Life). Google Form must be submitted AFTER SureLC request. iPipeline account setup required for e-Applications.