Trevor McDonald
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Articles
Recent activity by Trevor McDonald-
Client Final Signature Error
For a client signature error, be sure the client's email and phone number are correct and able to receive messages. The email could have gone to spam or another inbox. The other common causes for s...
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Athene
You are able to view all Athene Annuity carrier information through HQ using the following link- https://hq.quility.com/page/athene.All related documents are available there and the carrier 'Agent ...
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Corebridge Financial
You are able to view all Corebridge Financial carrier information through HQ using the following link- https://hq.quility.com/page/corebridge-financial.All related documents are available there and...
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Client Not Receiving Application to Sign/Start
This is likely a client identification issue caused by incorrect information entered. The most common causes of signing problems are incorrect personal details on the application (such as SSN or Zi...
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Foresters
You are able to view all Foresters carrier information through HQ using the following link- https://hq.quility.com/page/foresters.All related documents are available there and the carrier 'Agent Lo...
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Gerber Life
You are able to view all Gerber Life carrier information through HQ using the following link- https://hq.quility.com/page/gerber-life.All related documents are available there and the carrier 'Agen...
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Delete Test Quote in Navigator
You can delete a test quote in Navigator, however you cannot delete a client or a quote if a case is associated with that record. Each record can only be deleted one at a time.In order to delete a ...
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Lafayette Life
You are able to view all Lafayette Life carrier information through HQ using the following link- https://hq.quility.com/page/lafayette-life.All related documents are available there and the carrier...
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Download Navigator Application
You can view the E-App for any Quility product directly in Navigator, as shown below. Quility will also send you an email with your unique URL link to access the e-App. Navigator applications are n...
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Liberty Bankers
You are able to view all Liberty Bankers carrier information through HQ using the following link- https://hq.quility.com/page/liberty-bankers.All related documents are available there and the carri...