Trevor McDonald
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Articles
Recent activity by Trevor McDonald-
Delete Test Quote in Navigator
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 ...
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Do I have to be appointed in the state prior to submitting business with Banner Life?
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)” ...
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Download Banner Life Application
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...
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Download Navigator 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...
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F&G Quantum IUL Application Mistake
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...
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From which states does UHL/UFFL accept business?
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...
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How do I access the SBLI EasyTrak Digital Term product?
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...
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HQ Login Issues
If you are already licensed or appointed and just need to access your HQ account (All-Carriers Quoting Portal) for Navigator, please submit a JotForm through HQ's top left corner 9-box grid, 'Repor...
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HQ/Navigator Bug or Error
If you encounter any unique bugs or issues in HQ/Navigator, please submit a JotForm through HQ's top left corner 9-box grid, 'Report HQ Issue', and mark 'Bug/Error' with a detailed description of t...
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I uploaded the requested information for the BeyondTerm policy
You can email application requirements to BannerBeyond@bannerlife.com. Please put the policy number and client name in the subject line.