Trevor McDonald

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Articles

Recent activity by Trevor McDonald Recent activity Votes
  • Banner Life

    You are able to view all Banner Life carrier information through HQ using the following link- https://hq.quility.com/page/banner-life.All related documents are available there and the carrier 'Agen...

  • Application Declined in Navigator

    AmAm Declined- For underwriting/declined support related to our Quility Secure Future Preferred product, use HQ by visiting https://hq.quility.com/page/american-amicable or if declined, email FCRAr...

  • Fidelity And Guaranty

    You are able to view all Fidelity And Guaranty (F&G) carrier information through HQ using the following link- https://hq.quility.com/page/F&G.All related documents are available there and the carri...

  • Quantum IUL Process FAQs

    How do I access Quantum?Quantum is written through the Navigator platform which can be accessed through the HQ waffle menu in upper-left hand corner.Why do I see “Product Invalid” in Navigator when...

  • Create a Client in Navigator

    Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows...

  • SBLI

    You are able to view all SBLI carrier information through HQ using the following link- https://hq.quility.com/page/sbli.All related documents are available there and the carrier 'Agent Login' porta...

  • Quantum IUL Product FAQs

    Is Quantum Instant Decision? Yes, Quantum is a fully digitally-underwritten instant decision product. Some cases may be referred to an underwriter if something answered within the app is flagged by...

  • Health/Rate Class for Client in Navigator

    You are able to fill out the application in Navigator with the current client information and select the health class for your client. During the underwriting review process, the carrier will have ...

  • United Home Life

    You are able to view all United Home Life carrier information through HQ using the following link- https://hq.quility.com/page/united-home-life.All related documents are available there and the car...

  • Agent Hierarchy Management FAQ

    Where can I find information about commission increases and hierarchy changes? You can find this information in the Commission & Hierarchy Resources section in HQ: Commissions and Hierarchy. Ho...