Trevor McDonald
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Recent activity by Trevor McDonald-
F&G Quantum IUL Details
You are able to find all Fidelity and Guaranty related information in HQ using the following link- https://b2b-hq.quility.com/page/fidelity-and-guaranty.There is also a full breakdown of the F&G Qu...
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HQ Update Email Address
The Support Team will have to update your email address to sync for all our systems. Please complete this jotform that is located in HQ to provide the email change needed. Your HQ account email wil...
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Steps to Gain Access for Agency Rocket
✅ Step 1: Get CertifiedBefore using Agency Rocket, you’ll need to complete a brief certification for each concept. Head to The LMS and enroll in the Agency Rocket certification course(s): My New Re...
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Funnel Guide to Default List and Dispositions
Default ListThe default system lists in Funnel are designed to organize leads by type and engagement stage—ranging from fresh digital and analog leads to long-term re-engagement targets. These list...
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Fidelity And Guaranty
You are able to view all Fidelity And Guaranty (F&G) carrier information through HQ using the following link- https://b2b-hq.quility.com/page/fidelity-and-guaranty.All related documents are availab...
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Update Electronic Documents (EFT, E&O, AML)
How do I update my EFT (Electronic Funds Transfer), E&O (Errors and Omissions), AML (Anti-Money Laundering information? Click on the Personal Update form: Personal Information Update (jotform.com)....
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iPipeline Access
You are able to access iPipeline through your HQ account, similar to accessing Navigator or submitting a support ticket (Top Left 9-Box Grid in HQ). The screenshot below shows the different options...
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SBLI EasyTrak Details
You are able to find all SBLI related information in HQ using the following link- https://b2b-hq.quility.com/page/sbli.There is also a full breakdown of the SBLI EasyTrak product only in Navigator ...
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What is Agency Rocket?
Agency Rocket is your deal closer.Agency Rocket is a trusted vendor for Advanced Markets certified agents looking to illustrate retirement, debt, and banking solutions to their clients. It's platfo...
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Funnel: Message Templates & Bulk Messaging
Template BasicsWhat are Message Templates? Message Templates are pre-written text messages that allow agents to communicate with leads quickly and consistently. Using templates saves time, reduces ...