Trevor McDonald

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Recent activity by Trevor McDonald Recent activity Votes
  • Reauthorize Switchboard Account

    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...

  • American Equity

    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...

  • Getting Licensed

    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...

  • American General

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

  • Quility Calls and Webinars

    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.

  • Health/Rate Class for Client in Navigator

    You are able to fill out the application in Navigator with the current client information and select the health class for your client. During the underwriting review process, the carrier will have ...

  • Assurity

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

  • Quility Platforms Access on New Computer

    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.

  • Navigator Carriers/Products One Page Summary- Apply Directly in Navigator

    Navigator will quote with many different carriers and with five you can apply directly in the app at this time. These five are American Amicable, Banner Life, Fidelity & Guaranty, SBLI, and United ...

  • Athene Annuity

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