Trevor McDonald

Agency Rocket is your deal closer.Agency Rocket is a trusted vendor for Advanced Markets certified agents looking to illustrate retirement, debt, and banking solutions to their clients. It's platfo...

You are able to review pending requirements for a policy through Navigator. Navigator will show you the current status of the application. For more specific details, you are able to view the pendin...

If the policy is not yet active and the client information needs to be changed, please ask for a live representative for assistance.If you see the application status in Navigator as 'Policy Accepte...

We recommend using the chat feature as the first step for questions and support. Our articles are continually updated to enable agents to provide immediate assistance when questions or issues arise...

I want to resign; how do I terminate my contract? Please fill out this Resignation Form if you want to resign. Reach out to the carriers directly to see what is needed to terminate with them. If y...

You can click the top, right notification bell icon in HQ, to then see 'Support Tickets' to close/view tickets. The first step is always to use the live chat feature in the bottom right corner and ...

How do I update my email address on HQ?For HQ, please use this Form to update your phone number, email address, and other information, or submit an attachment with updated documentation (E&O, AML, ...

You are able to run a quote directly in Navigator using your client's information for carriers you are appointed with and have active writing numbers listed in HQ. Navigator will quote with many di...

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

Quility Platforms, such as HQ and Navigator, are accessible on both Microsoft and Mac computer systems. Your sign-in information will sync across all your Quility Platform access.If you experience ...