Trevor McDonald

You are able to view all Fidelity And Guaranty (F&G) carrier information through HQ using the following link- https://b2b-hq.quility.com/page/fidelity-and-guaranty.All related documents are availab...

How do I update my EFT (Electronic Funds Transfer), E&O (Errors and Omissions), AML (Anti-Money Laundering information? Click on the Personal Update form: Personal Information Update (jotform.com)....

You are able to access iPipeline through your HQ account, similar to accessing Navigator or submitting a support ticket (Top Left 9-Box Grid in HQ). The screenshot below shows the different options...

You are able to find all SBLI related information in HQ using the following link- https://b2b-hq.quility.com/page/sbli.There is also a full breakdown of the SBLI EasyTrak product only in Navigator ...

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 ...

Template BasicsWhat are Message Templates? Message Templates are pre-written text messages that allow agents to communicate with leads quickly and consistently. Using templates saves time, reduces ...

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

You are able to find all United Home Life related information in HQ using the following link- https://b2b-hq.quility.com/page/united-home-life.There is also a full breakdown of the UHL Quility Secu...

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...