Trevor McDonald

Any call or webinar will be made available 48 hours after the call time. Here is the link- https://b2b-hq.quility.com/page/calls-and-webinars.

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 already, but the writing number/code isn't present in HQ yet.) Navigator syncs ...

Quility Platforms, such as HQ and Navigator, are accessible on both Microsoft and Mac computer systems. Your sign-in information will sync across all your Quility Platform access.If you experience ...

We recommend using the chat feature as the first step for questions and support. Our articles are continually updated to enable agents to provide immediate assistance when questions or issues arise...

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...

To get Switchboard authorized again, just hit the sync HQ button in Switchboard and log in on the next screen. This will sync your leads and accounts together, making sure everything is connected a...

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

You can click the top, right notification bell icon in HQ, to then see 'Support Tickets' to close/view tickets. The first step is always to use the live chat feature in the bottom right corner and ...

To become licensed or appointed with any available carriers, please contact your agency or direct upline for guidance, as each agency has its own process. Quility's quoting portal for carriers is c...