Trevor McDonald
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Recent activity by Trevor McDonald-
Submit/View Support Tickets and Close HQ or Navigator Chat
You can click the top, right notification bell icon in HQ, to then see 'Support Tickets' to close/view tickets. The first step is always to use the live chat feature in the bottom right corner and ...
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Getting Licensed
To become licensed or appointed with any available carriers, please contact your agency or direct upline for guidance, as each agency has its own process. Quility's quoting portal for carriers is c...
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American General
You are able to view all American General carrier information through HQ using the following link- https://b2b-hq.quility.com/page/aig.All related documents are available there and the carrier 'Age...
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Health/Rate Class for Client in Navigator
You are able to fill out the application in Navigator with the current client information and select the health class for your client. During the underwriting review process, the carrier will have ...
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View Your Policies and Total Agency Policies Through HQ
You can view policies submitted in Navigator or OPT through your HQ account. Additionally, you have access to all policies associated with your agency for anyone in your downline. You can export da...
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Assurity
You are able to view all Assurity carrier information through HQ using the following link- https://b2b-hq.quility.com/page/assurity.All related documents are available there and the carrier 'Agent ...
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Navigator Carriers/Products One Page Summary- Apply Directly in Navigator
Navigator will quote with many different carriers and with five you can apply directly in the app at this time. These five are American Amicable, Banner Life, Fidelity & Guaranty, SBLI, and United ...
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Athene Annuity
You are able to view all Athene Annuity carrier information through HQ using the following link- https://b2b-hq.quility.com/page/athene.All related documents are available there and the carrier 'Ag...
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Navigator Payment Information
You are NOT able to use client's credit cards or debit cards in Navigator, as the digital products require banking information to verify client details. A valid bank account matching the client's n...
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Columbus Life
You are able to view all Columbus Life carrier information through HQ using the following link- https://b2b-hq.quility.com/page/columbus-life.All related documents are available there and the carri...