Trevor McDonald
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Activity overview
Latest activity by Trevor McDonald-
Trevor McDonald created an article,
Email/Print Quotes from Navigator
The best way to email or print quotes in Navigator is by creating a 'Quote Proposal' for the client based on a quote or multiple quotes. This is done by clicking the 'Quote/Apply' Button in Navigat...
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Trevor McDonald created an article,
SBLI EasyTrak FAQs
SBLI Contact Info: Sales, Marketing, or the Agent Sales Portal: Email: quility@sbli.com or Call: 855.642.0023 Post-Issue EasyTrak Policy Service: customerservice@sbli.com or call 888.224....
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Trevor McDonald created an article,
Steps for Support
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...
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Trevor McDonald created an article,
Quantum Best Practices Guide
Contact Info: Navigator Support Chat (Bottom Right Corner) Hours: Mon-Fri 8am-12am EST Sat-Sun: 8am-5pm EST • Navigator application/illustration process help & technical assistance • Re...
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Trevor McDonald created an article,
Navigator Products Policy Fee Information
A policy fee is a fixed, often non-negotiable, administrative charge added to insurance premiums to cover the insurer's costs for issuing and maintaining the policy.AmAm QSFP Policy Fee: $40 and is...
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Trevor McDonald created an article,
Submit/View Support Tickets and Close HQ or Navigator Chat
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 ...
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Trevor McDonald created an article,
Health/Rate Class for Client in Navigator
You are able to fill out the application in Navigator with the current client information and select the health class for your client. During the underwriting review process, the carrier will have ...
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Trevor McDonald created an article,
View Your Policies and Total Agency Policies Through HQ
You can view policies submitted in Navigator or OPT through your HQ account. Additionally, you have access to all policies associated with your agency for anyone in your downline. You can export da...
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Trevor McDonald created an article,
Steps to Gain Access for Agency Rocket
✅ Step 1: Get CertifiedBefore using Agency Rocket, you’ll need to complete a brief certification for each concept. Head to The LMS and enroll in the Agency Rocket certification course(s): My New Re...
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Trevor McDonald created an article,
How does Agency Rocket work?
Upload a PDF illustration, and Agency Rocket 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 L...