Trevor McDonald
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Articles
Recent activity by Trevor McDonald-
Add Riders to Navigator Application
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...
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National Life Group
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...
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Carrier Ineligible
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...
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Protective
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...
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Client Driver's License Is Incorrect When Starting An Application in Navigator
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...
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Royal Neighbors
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...
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TransAmerica
You are able to view all TransAmerica carrier information through HQ using the following link- https://b2b-hq.quility.com/page/transamerica.All related documents are available there and the carrier...
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Client Final Signature Error
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...
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Client HIPPA Signature Process
Early in the application, the agent will be presented with the client’s email address to send the HIPPA Authorization form. The system will automatically send the HIPPA to the client to sign whil...
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Client Not Receiving Application to Sign/Start
This is likely a client identification issue caused by incorrect information entered. The most common causes of signing problems are incorrect personal details on the application (such as SSN or Zi...