Trevor McDonald

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Recent activity by Trevor McDonald Recent activity Votes
  • Fidelity And Guaranty

    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...

  • Update Electronic Documents (EFT, E&O, AML)

    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)....

  • iPipeline Access

    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...

  • SBLI EasyTrak Details

    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 ...

  • What is Agency Rocket?

    Agency Rocket is your deal closer.Agency Rocket is a trusted vendor for Advanced Markets certified agents looking to illustrate retirement, debt, and banking solutions to their clients. It's platfo...

  • Agency Rocket Access

    You can access Agency Rocket through HQ by clicking the 9-box grid in the top left corner, then selecting Agency Rocket, similar to accessing Navigator.

  • Foresters

    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...

  • UHL QSFC Details

    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...

  • Agency Rocket Launch

    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 Market...

  • Application Declined in Navigator

    AmAm Declined- For underwriting/declined support related to our Quility Secure Future Preferred, use HQ by visiting https://b2b-hq.quility.com/page/american-amicable or if declined, email FCRArepor...