Trevor McDonald

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...

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...

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...

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...

Pathfinder is your deal closer.It’s an easy-to-use, visual comparison tool that helps agents illustrate and compare strategies, such as tax-free retirement, debt elimination, and Smart Banking, aga...

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...

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

To check if you have a writing number for a carrier in HQ, follow these steps: (You may be appointed with the carrier, but the writing number/code isn't present in HQ yet.) Navigator syncs license ...

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

Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows...