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 different carriers and with five you can apply directly in the app at this time. Running a quote in Navigator is basically a risk assessment tool and will show eligible carriers for your client.
Navigator is an innovative path for agents to provide the optimum process and product for their clients, powered by predictive analytics and internal underwriting. One simple digital platform that guides agents and clients from quote to issued policy for multi-carriers.
These five are American Amicable (AmAm), Banner Life, Fidelity & Guaranty (F&G), Savings Bank Mutual Life Insurance Company (SBLI), and United Home/United Life (UHL). With the other carriers you will apply on the carrier website.
You are able to access Navigator (the quoting/application software) by clicking the top left 9-box grid of your HQ page (see below). This will give you full access to quote/apply using licensed carrier products.
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