Trevor McDonald

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Recent activity by Trevor McDonald Recent activity Votes
  • 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...

  • How to Start a Workflow in Funnel

    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...

  • 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...

  • Mutual of Omaha

    You are able to view all Mutual of Omaha carrier information through HQ using the following link- https://b2b-hq.quility.com/page/mutual-of-omaha.All related documents are available there and the c...

  • How to Stop a Workflow in Funnel

    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...

  • SBLI

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

  • Carrier Commission Information

    Your agency or direct upline can help with any carrier commission related questions. If you have a more complex question, you can reach out to the specific carrier email found below.AmAm Commission...