Headquarters (HQ)
Your Command Center for Success
HQ is your all-in-one digital platform where you manage your business, get appointed with carriers, access world-class training, and get the support you need to thrive, all in one place.
When you join PacWest, you gain instant access to HQ, Symmetry Financial Group's powerful online headquarters. But HQ is just the beginning. You'll also get access to SureLC (where you get appointed with 80+ insurance carriers), OPT! (your lead management CRM), and a complete suite of tools designed to make running your business seamless.
Whether you're brand new to insurance or scaling your agency, this ecosystem gives you everything: carrier appointments, real-time performance dashboards, comprehensive training through Quility U and Summit, marketing resources, lead management, and direct support from contracting to underwriting. It's where your success lives.
What to Expect in HQ
This is where you'll access all the tools, training, and technology you need to succeed.
Access Elite Training & Development - From Quility U's interactive courses to Summit's step-by-step agency building guide
Manage Your Entire Book of Business - Track leads in OPT!, monitor production metrics, view placed policies, and set goals with real-time dashboards.
Get Appointed with Top Carriers - Through HQ you'll connect with SureLC to get contracted with 80+ insurance companies and receive your writing numbers to start selling
Leverage Professional Marketing Assets – Get branded materials, social media templates, email signatures, and custom marketing support
Get Back-Office Support When You Need It – Access carrier resources, underwriting help, licensing support, commission inquiries, and product information
Get Your Carrier Writing Numbers: Your License to Sell
A writing number is your unique identifier with each insurance carrier, it's how you submit applications, track sales, and get paid commissions. You'll need one for each of the 80+ carriers you have access to through PacWest.
Your Writing Number = Your Paychecks – Carriers use this number to track your sales and pay your commissions directly to you
Required for Every Application – You can't submit a policy without entering your writing number on the application
One Number Per Carrier – Each insurance company assigns you a unique writing number when they appoint you
Stored in Your Profile – Once appointed, your writing numbers are saved in HQ and automatically populate on applications
SureLC: Where You Get Appointed with Carriers
SureLC is the industry-standard platform that automates the entire carrier appointment process. Enter your info once, and it auto-fills every carrier's contracting forms. Most appointments process in 5-14 days.
Enter Your Info Once, Use It Forever – Complete your SureLC profile one time with licenses, background info, and E&O insurance details
Instant Form Population – When you request an appointment, SureLC auto-fills that carrier's contracting paperwork with your saved information
Track Everything in Real-Time – See exactly where your appointment is in the process: submitted, under review, or approved
Fast Turnaround Times – Most appointments process in 5-14 business days once submitted (varies by carrier)
Integrated with HQ – Once appointed, your writing numbers automatically sync to your HQ dashboard
Required for All PacWest Agents – Your mentor will guide you through setting up your SureLC account during your Game Plan Meeting
OPT! - Your Lead Management & CRM System
OPT! is where all your leads are delivered, tracked, and managed. It's a complete CRM that helps you stay organized, follow up consistently, and close more business, with every lead automatically loaded with contact info, source details, and recommended scripts.
All Your Leads in One Place – Direct mail, call-in, and digital leads are automatically delivered to your OPT! dashboard
Track Every Interaction – Log calls, texts, emails, and appointments so nothing falls through the cracks
Monitor Your Metrics – See your call volume, appointment rate, close rate, and production stats in real-time
Request Lead Credits – If a lead has bad info or wrong numbers, you can request credit directly through OPT!
Login Regularly or Get Locked Out – You must log in at least once every 2 weeks or your account will be locked (easily reactivated by logging back in)
Access from Anywhere – Web-based platform works on laptop, tablet, or phone so you can manage leads on the go