Trevor McDonald

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...

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...

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...

You can delete a test quote in Navigator, however you cannot delete a client or a quote if a case is associated with that record. Each record can only be deleted one at a time.In order to delete a ...

No, you must be licensed in the state where the policy owner lives. Resident states are pre-appointed once we have the contracting paperwork but all other states are processed “JIT (just-in time)” ...

You are able to download most carrier applications through Navigator. For some carriers, you are only able to download through the specific carrier agent portal:Here is the: Banner Life Application...

You can view the E-App for any Quility product directly in Navigator, as shown below. Quility will also send you an email with your unique URL link to access the e-App. Navigator applications are n...

Unfortunately, F&G is not allowing the reset of an application in Navigator for any reason. If the application is not giving you the option to change any information on the offer page, there is not...

Admitted in all states except AK and NY. 47 states and the District of Columbia (not AK or NY. MT coming soon). Not admitted in any country outside the United States or any U.S. territory. For the...

You can access the product exclusively on Navigator and access Navigator directly through HQ's top left corner 9-box grid then clicking 'Navigator'. There is no longer the need for the individual a...