Trevor McDonald

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Recent activity by Trevor McDonald Recent activity Votes
  • SBLI

    You are able to view all SBLI carrier information through HQ using the following link- https://b2b-hq.quility.com/page/sbli.All related documents are available there and the carrier 'Agent Login' p...

  • Carrier Commission Information

    Your agency or direct upline can help with any carrier commission related questions. If you have a more complex question, you can reach out to the specific carrier email found below.AmAm Commission...

  • Quility Calls and Webinars

    Any call or webinar will be made available 48 hours after the call time. Here is the link- https://b2b-hq.quility.com/page/calls-and-webinars.

  • United Home Life

    You are able to view all United Home Life carrier information through HQ using the following link- https://b2b-hq.quility.com/page/united-home-life.All related documents are available there and the...

  • Check Writing Number (Am I contracted with this carrier?)

    To check if you have a writing number for a carrier in HQ, follow these steps: (You may be appointed with the carrier already, but the writing number/code isn't present in HQ yet.) Navigator syncs ...

  • Quility Platforms Access on New Computer

    Quility Platforms, such as HQ and Navigator, are accessible on both Microsoft and Mac computer systems. Your sign-in information will sync across all your Quility Platform access.If you experience ...

  • Steps for Support

    We recommend using the chat feature as the first step for questions and support. Our articles are continually updated to enable agents to provide immediate assistance when questions or issues arise...

  • Create a Client in Navigator

    Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows...

  • Reauthorize Switchboard Account

    To get Switchboard authorized again, just hit the sync HQ button in Switchboard and log in on the next screen. This will sync your leads and accounts together, making sure everything is connected a...

  • American Equity

    You are able to view all American Equity carrier information through HQ using the following link- https://b2b-hq.quility.com/page/american-equity.All related documents are available there and the c...