Trevor McDonald

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

  • 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 ...

  • View Your Policies and Total Agency Policies Through HQ

    You can view policies submitted in Navigator or OPT through your HQ account. Additionally, you have access to all policies associated with your agency for anyone in your downline. You can export da...

  • 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 ...

  • 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...

  • Navigator Payment Information

    You are NOT able to use client's credit cards or debit cards in Navigator, as the digital products require banking information to verify client details. A valid bank account matching the client's n...

  • Columbus Life

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

  • Navigator Product Client Brochures

    American Amicable- Quility Secure Future Preferred Client BrochureBanner Life- BeyondTerm Client BrochureF&G- Quantum IUL Client BrochureSBLI- EasyTrak Client BrochureUHL- Quility Secure Future Com...

  • Corebridge Financial

    You are able to view all Corebridge Financial carrier information through HQ using the following link- https://b2b-hq.quility.com/page/corebridge-financial.All related documents are available there...