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 Markets certified agents looking to illustrate retirement, debt and banking solutions to their clients.
This decision reflects our ongoing commitment to ensuring agents have access to industry-leading tools and resources. Agency Rocket's platform stands out as a best-in-class solution, offering capabilities that go well beyond what other illustration platforms provide.
With improved functionality and expanded tools, Agency Rocket is built to help you move faster and serve clients at a higher level. Agents who subscribe to Agency Rocket will access advanced calculators and comparison sliders, improved data visualization and built-in marketing tools — all designed to help you present financial solutions with greater clarity and professionalism.
What does this mean for you?
Access to Pathfinder will end on April 15, 2026. On this date and beyond, the platform will no longer be available for your use.
You will need to sign up and subscribe to Agency Rocket to continue illustrating retirement, debt elimination and banking solutions for your clients.
Your data is moving with you. As you become familiar with the platform, your existing client and case data will be fully migrated to Agency Rocket by April 15, ensuring continued access to the cases and work you have already built.
This transition is designed with you in mind. You're not just moving platforms; you're gaining access to a more powerful system that enhances your ability to present, illustrate and close business with confidence.
Plus, when you subscribe to Agency Rocket as an agent contracted under Quility, you'll receive exclusive preferred pricing and 45 days of free access to explore and learn the platform. You will need to use the coupon code “B2B”.
Strategy Tool |
Retail Pricing |
Your Price |
|---|---|---|
Debt Action Plan (Formerly Debt Elimination in Pathfinder) |
$119.95 |
$107.95 |
Banking Action Plan (Formerly Smart Banking in Pathfinder) |
$99.95 |
$89.95 |
My New Retirement (Formerly Retirement Builder in Pathfinder) |
$69.95 |
$62.95 |
Ready to make the move? Follow the steps below!
Head to Agency Rocket to begin setting up your access.
Take time to explore the platform and familiarize yourself with the expanded tools and features.
Review your existing cases and scenarios on April 15 to ensure everything has successfully transferred. After that date, if you have any questions regarding your migrated cases, please reach out to Support@AgencyRocket.com.
Want to see the platform before you subscribe?
Join Jon Phillips every Tuesday for a live walkthrough on the Quility Agency Rocket training call — starting on April 7, 2026 at 12 pm ET. Bring your questions and see exactly how Agency Rocket fits into your day-to-day selling process.
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