Trevor McDonald

Answers and tips for the most common Quantum illustration and application challenges.Contact Info: Navigator Support Chat (Hours: Mon-Fri 8am-12am EST, Sat-Sun: 8am-5pm EST) • Navigator ap...

How do I access Quantum?Quantum is written through the Navigator platform which can be accessed through the HQ waffle menu in upper-left hand corner.Why do I see “Product Invalid” in Navigator when...

Is Quantum Instant Decision? Yes, Quantum is a fully digitally-underwritten instant decision product. Some cases may be referred to an underwriter if something answered within the app is flagged by...

Prior to submitting the application to Underwriting, you have the ability to review and edit theapplication and make edits. Once an offer has been extended, information cannot be edited. If thereis...

If you receive a red "This field is required" error on the client's personal info page:Check that there are no spaces before or after the entered numbers.Confirm with the client that the numbers (e...

You are able to view all your carrier writing numbers to ensure all active writing numbers are present in HQ. (screenshots provided at end of this article) You can see all contracted carriers on th...

The Whole Life/Final Expense products available in Navigator are the AmAm Quility Secure Future Preferred from American Amicable (https://b2b-hq.quility.com/page/american-amicable) and the UHL Quil...

If you are unable to move past the agent info screen, it is likely because: You attempted to write business in a pre-appointment state where you are not appointed. SBLI uses Just-In-Time (JIT) cont...

Usually, the reason for a case to be caught in Approved Status is due to a pending Licensing appointment or an outstanding amendment/requirement for the client to sign. This can lock applications w...

Yes, the carriers will allow you to write on yourself. Navigator will quote like normal with your information added.