Trevor McDonald
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Recent activity by Trevor McDonald-
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.
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Is there an underwriting guide for Banner Life BeyondTerm?
Yes, it can be found in HQ using this link- https://www.bannerlife.com/docs/default-source/advisor/products/beyondterm/underwriting-guide.pdf. You’ll want to check there for initial risk assessment...
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My application status hasn't changed and doesn't need anything.
Please give it up to 24 hours to process. There are small delays in status updates that vary by carrier. The underwriting process can take longer in some cases that require manual review by the car...
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Navigator Cases
Your case status will be displayed in Navigator under 'Cases'. For more detailed status updates, please visit the specific carrier's Agent Portal listed below. These are also found on the carrier ...
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Navigator Loading Issues
This error is commonly a result of bad cached data in the submission. Please clear the cache/cookies on your browser, then open Navigator again to see if the page now loads. Be sure to access Navig...
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Navigator Products Policy Fee Information
A policy fee is a fixed, often non-negotiable, administrative charge added to insurance premiums to cover the insurer's costs for issuing and maintaining the policy.AmAm QSFP Policy Fee: $40 and is...
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Navigator Test Drive
To use the Test Drive feature for the products available in Navigator, click the 'Learn/Demo eApp' button, then 'Start Test Drive' for the desired carrier. You must have an active writing number wi...
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Navigator Training Course
The Navigator Training course is located in the LMS, formally known as Quility U. You will see the LMS Icon in the grid menu on the top left of HQ. You may also find it in the Sales Tools>Sales Tra...
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Quantum Best Practices Guide
Contact Info: Navigator Support Chat (Bottom Right Corner) Hours: Mon-Fri 8am-12am EST Sat-Sun: 8am-5pm EST • Navigator application/illustration process help & technical assistance • Re...