Colburn Agency — Agent Onboarding

0 of 6 steps complete

Welcome to the Colburn Agency. We lead with one simple belief: relationships matter, people come first. These steps connect you to the team, the calendar, and the tools we run on. Knock them out and you're ready to go.

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Step 1 Required

Download our Core Values

Understand the values that shape our culture, leadership, and approach to success.

Download Core Values →

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Step 2 Required

Sync the Agency Calendar

Stay on top of training calls, events, and important meetings by syncing our calendar to yours.

Open the Calendar →

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Step 3 Required

Join the Slack Community

This is where the team lives — updates, support, and real-time chat with your mentors. Don't skip this one.

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Step 4 Required

Set Up Your Zoom Account

Our business runs on Zoom. Get set up so you can join meetings and client calls smoothly.

Set Up Zoom →

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Step 5 Required

Register for Our Next Event: Ignite 27

Accelerate your start by attending Ignite 27 in Dallas, March 1–3, 2027 at the Hilton Anatole. We have discounted tickets for the team, so please don't buy at full price. Reach out to your recruiter or the team in Slack to get your discounted ticket.

See the Ignite 27 Details →

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Step 6 Required

Send Us Your Contracting Information

This information is used by our contracting director to start your contracting with Symmetry. Licensed or not licensed yet — we still need this information. You only need to complete this form one time.

▾ Click to open the form

1 Your information

Use your full legal name exactly as it appears on your government ID.

Legal first name *

Middle

Legal last name *

Preferred name

Date of birth *

Mobile phone *

Business email *

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This must be a NEW email address dedicated to your Symmetry business. Please don't use a personal or current-job address. Everything from Symmetry, the carriers, and the agency comes to this address — a separate inbox keeps your business organized from day one.

Already have one? Great — enter it below. Create a free Gmail account →

The email we've been contacting you at * This is how we connect this form to your record. If it's the same as the address above, just enter it again.

2 Mailing address

Where official mail and your contracting documents should go.

Street address *

City *

State *

ZIP *

3 Licensing

This tells us whether you're ready to contract now or need to get licensed first.

Which best describes you? *

NewJust received your license, or unlicensed with no prior industry experience — or experienced but not tied to another IMO (a free agent). ReturningPreviously contracted with SFG (Symmetry Financial Group). TransferCurrently contracted under another IMO and not a free agent — locked with certain carriers. Advanced MarketFocused on ONLY Advanced Market solutions (IUL, IBC, DFL & Annuities).

Are you currently insurance licensed? *

Yes, I'm licensed Not yet

4 Who brought you in

So we can connect you with your recruiting agent.

Recruiting agent *

How did you hear about us?

🔒Your security: This form collects your contact and licensing details only. Your SSN, banking, and e-signature for carrier contracting are entered separately in Symmetry's secure contracting portal — never on this page.

I confirm the information above is accurate and I'm ready to begin contracting with the Colburn Agency / Symmetry Financial Group.

Please confirm to continue.

Finish your checklist first Take me to it →

Please correct the highlighted fields above.

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Thank you, agent!

Your contracting information is in and your recruiting team has been notified. They'll reach out with your next step.

⚠️ We couldn't send this automatically. Nothing is lost — your answers are still here. Please click Email a copy to the agency below so we get your information, or download a copy and send it to your recruiter. Sorry about that.

Email a copy to the agency

Done? Let your agency know

Enter your name and email, then submit — your recruiting team gets notified right away so they can take it from here.

How we operate

The four commitments that define life at the Colburn Agency

Proud of Failure

Failure is feedback. We lean into it, learn from it, and let it sharpen us toward success.

Be the Constant, Not the Variable

Success is built on steady, intentional action. We follow the system and keep our promises — consistency wins.

Leave the Jersey in a Better Place

Every interaction is a chance to make a difference. We uplift, serve first, and lead with integrity.

No Skunking

Positivity is contagious too. We speak life, focus on solutions, and protect our mindset.