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FAQ: Switchboard Sites

Frequently asked questions about Switchboard Sites (formerly known as Owner's Circle Sites)

Stefan Deretic avatar
Written by Stefan Deretic
Updated over 2 weeks ago

Q: What are Switchboard Sites?

A: Switchboard Sites, formerly known as Owner's Circle, is a suite of products that will help you capture products that will help you capture prospects and convert clients. Agents can effectively connect with clients using information that will help them choose a policy.

Q: What's included?

A:

  • A personalized website which leverages the Symmetry Financial Group Brand

  • Automatic lead generation

  • DTC (Direct To Consumer) capabilities

  • Intuitive reporting to dig into your success

  • Individual booking pages for each lead type

  • Integration with new E-App platform, Quility Navigator

Q: How much does it cost?

A: $42 a month!

Q: Where can I purchase it?

A: Available in Switchboard Marketplace, but must have Switchboard Activate to purchase

Q: Do I have to worry about getting my own domain?

A: We make this process as easy as possible for the agent. As soon as you subscribe to Switchboard Sites you will be directed to a form to submit a request for your desired domain. If available, we will get it for you! If not, we will ask that you provide another desired domain.

Q: Can I get a custom domain email?

A: Yes! We can create up to 10 email addresses such as [email protected]. Just reach out to Switchboard Support we'll handle the creation!

Q: How will my purchase show up on my bank statement?

A: The purchase will show up as Quility Tech

Q: I paid for the E-App platform in addition to the former Owner's Circle Site, how will I be charged from here on out?

A: Good news is the E-App platform is apart of Switchboard Sites, so it is included in the cost!

Q: Will I have access to Recruiting?

A: Yes!

Q: How will Switchboard handle competition between agents Switchboard Site?

A: To prevent any unnecessary competition between Symmetry Agents we do not index sites on Google. If you would like to advertise with your link, you are more than welcome to, but we will not do it for you.

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