Trevor McDonald
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Articles
Recent activity by Trevor McDonald-
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...
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Navigator Product Client Brochures
American Amicable- Quility Secure Future Preferred Client BrochureBanner Life- BeyondTerm Client BrochureF&G- Quantum IUL Client BrochureSBLI- EasyTrak Client BrochureUHL- Quility Secure Future Com...
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Corebridge Financial
You are able to view all Corebridge Financial carrier information through HQ using the following link- https://b2b-hq.quility.com/page/corebridge-financial.All related documents are available there...
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Gerber Life
You are able to view all Gerber Life carrier information through HQ using the following link- https://b2b-hq.quility.com/page/gerber-life.All related documents are available there and the carrier '...
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Pending Requirements for Navigator Policy
You are able to review pending requirements for a policy through Navigator. Navigator will show you the current status of the application. For more specific details, you are able to view the pendin...
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Policy Post-Issued Changes in Navigator
If the policy is not yet active and the client information needs to be changed, please ask for a live representative for assistance.If you see the application status in Navigator as 'Policy Accepte...
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John Hancock
You are able to view all John Hancock carrier information through HQ using the following link- https://b2b-hq.quility.com/page/john-hancock.All related documents are available there and the carrier...
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Lafayette Life
You are able to view all Lafayette Life carrier information through HQ using the following link- https://b2b-hq.quility.com/page/lafayette-life.All related documents are available there and the car...
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Use Navigator
You are able to run a quote directly in Navigator using your client's information for carriers you are appointed with and have active writing numbers listed in HQ. Navigator will quote with many di...