Trevor McDonald

Navigator will quote with many different carriers and with five you can apply directly in the app at this time. These five are American Amicable, Banner Life, F&G, SBLI, and United Home/United Life...

You are able to access Agency Rocket through your HQ account by clicking the 9-box grid in the top left corner, similar to accessing Navigator. The screenshot below shows how to access Agency Rocke...

Do I need separate certifications for each Agency Rocket concept?Yes. Each concept has its own certification module in the LMS to ensure proper understanding and compliant use.What carrier illustra...

You are NOT able to use client's credit cards or debit cards in Navigator, as the digital products require banking information to verify client details. A valid bank account matching the client's n...

A policy fee is a fixed, often non-negotiable, administrative charge added to insurance premiums to cover the insurer's costs for issuing and maintaining the policy.AmAm QSFP Policy Fee: $40 and is...

Effective April 15th, you will no longer have access to Quility® Pathfinder™ as your illustration tool. In its place, we are proud to recommend Agency Rocket as a trusted vendor for Advanced Market...

Upload a PDF illustration, and Agency Rocket does the rest! It reads the document, extracts key data, and builds a side-by-side visual comparison to demonstrate how your proposed plan (IUL, Whole L...

American Amicable- Quility Secure Future Preferred Client BrochureBanner Life- BeyondTerm Client BrochureF&G- Quantum IUL Client BrochureSBLI- EasyTrak Client BrochureUHL- Quility Secure Future Com...

✅ Step 1: Get CertifiedBefore using Agency Rocket, you’ll need to complete a brief certification for each concept. Head to The LMS and enroll in the Agency Rocket certification course(s): My New Re...

To use the Test Drive feature for the products available in Navigator, click the 'Learn/Demo eApp' button, then 'Start Test Drive' for the desired carrier. You must have an active writing number wi...