Trevor McDonald

If you are receiving the 'You do not have a writing code with the selected carrier. Please check the User Profile' error in Navigator, it means the system is not recognizing that you have an active...

To get Switchboard authorized again, just hit the sync HQ button in Switchboard and log in on the next screen. This will sync your leads and accounts together, making sure everything is connected a...

To abandon an application in Navigator BEFORE it is submitted to the carrier for approval:Go to "Cases", select the case, and click "Abandon App".To abandon an application in Navigator after it is ...

You can view policies submitted in Navigator or OPT through your HQ account. Additionally, you have access to all policies associated with your agency for anyone in your downline. You can export da...

For the current products in Navigator, optional riders can only be added towards the end of the application process.Riders must be added at the end of the application within Navigator because all r...

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

Your agency or direct upline can help with any carrier commission related questions. If you have a more complex question, you can reach out to the specific carrier email found below.AmAm Commission...

You are able to view all American Equity carrier information through HQ using the following link- https://hq.quility.com/page/american-equity.All related documents are available there and the carri...

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

If the application has not been signed yet by you or your agent, the tech team will be able to reset your client's drivers license field on the application, if applicable.For most carriers in Navig...