Trevor McDonald

To abandon an application in Navigator BEFORE it is submitted to the carrier for approval:Go to "Cases", select the case, and click "Abandon App".To abandon an application in Navigator after it is ...

You are able to view all Liberty Bankers carrier information through HQ using the following link- https://b2b-hq.quility.com/page/liberty-bankers.All related documents are available there and the c...

For the current products in Navigator, optional riders can only be added towards the end of the application process.Riders must be added at the end of the application within Navigator because all r...

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

A Carrier Ineligible status is usually the result when the replacement question is answered as "Yes". You can not replace an existing policy with this product. This will result in a decline and the...

You are able to view all National Life Group carrier information through HQ using the following link- https://b2b-hq.quility.com/page/national-life-group.All related documents are available there a...

If the application has not been signed yet by you or your agent, the tech team will be able to reset your client's drivers license field on the application, if applicable.For most carriers in Navig...

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

You are able to view all Royal Neighbors carrier information through HQ using the following link- https://b2b-hq.quility.com/page/royal-neighbors.All related documents are available there and the c...

For a client signature error, be sure the client's email and phone number are correct and able to receive messages. The email could have gone to spam or another inbox. The other common causes for s...