Trevor McDonald

Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows...

American Amicable- Quility Secure Future Preferred Client BrochureBanner Life- BeyondTerm Client BrochureF&G- Quantum IUL Client BrochureSBLI- EasyTrak Client BrochureUHL- Quility Secure Future Com...

You are NOT able to use client's credit cards or debit cards in Navigator, as the digital products require banking information to verify client details. A valid bank account matching the client's n...

Answers and tips for the most common Quantum illustration and application challenges.Contact Info: Navigator Support Chat (Hours: Mon-Fri 8am-12am EST, Sat-Sun: 8am-5pm EST) • Navigator ap...

Do I need separate certifications for each Pathfinder concept?Yes. Each concept has its own certification module in the LMS to ensure proper understanding and compliant use.What carrier illustratio...

You can use our Knowledge Capture app to leverage your team’s collective knowledge.Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help Center ...

Upload a PDF illustration, and Pathfinder does the rest! It reads the document, extracts key data, and builds a side-by-side visual comparison to demonstrate how your proposed plan (IUL, Whole Life...

From the Dashboard, selected as many leads as you want to start:Then hit the "Workflow" button at the bottom of the page:Then, select the lead type corresponding to the leads you selected:You can v...

Default ListThe default system lists in Funnel are designed to organize leads by type and engagement stage—ranging from fresh digital and analog leads to long-term re-engagement targets. These list...

You can stop a workflow on a specific lead by opening the lead from the Dashboard.Once you have the lead open, you'll see a "workflow *****" button just below the name. It'll look something like th...