Trevor McDonald

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...

You are able to view all American Amicable carrier information through HQ using the following link- https://b2b-hq.quility.com/page/american-amicable.All related documents are available there and t...

You are able to find all American Amicable related information in HQ using the following link- https://b2b-hq.quility.com/page/american-amicable.There is also a full breakdown of the American Amica...

Here is the guide for using Multi-Factor Authentication in HQ- https://symmetry.zendesk.com/attachments/token/rJhwGDVegAMljhbKOpkNiHGT9/?name=HQ_MFA_User_Guide___FAQs_1__2_.pdf

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

You are able to view your agency hierarchy to ensure all downline agents are present in HQ (screenshots provided at end of this article). If any agents are missing or if your agency's upline/downli...

You are able to find all Banner Life related information in HQ using the following link- https://b2b-hq.quility.com/page/banner-life.There is also a full breakdown of the Banner Life BeyondTerm pro...

You are able to view all Americo carrier information through HQ using the following link- https://b2b-hq.quility.com/page/americo.All related documents are available there and the carrier 'Agent Lo...

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...

You are able to view all Banner Life carrier information through HQ using the following link- https://b2b-hq.quility.com/page/banner-life.All related documents are available there and the carrier '...