Trevor McDonald

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

You are able to find all American Amicable related information in HQ using the following link- https://b2b-hq.quility.com/page/american-amicable.There is also a full breakdown of the American Amica...

Here is the guide for using Multi-Factor Authentication in HQ- https://symmetry.zendesk.com/attachments/token/rJhwGDVegAMljhbKOpkNiHGT9/?name=HQ_MFA_User_Guide___FAQs_1__2_.pdf

You are able to view your agency hierarchy to ensure all downline agents are present in HQ (screenshots provided at end of this article). If any agents are missing or if your agency's upline/downli...

You are able to find all Banner Life related information in HQ using the following link- https://b2b-hq.quility.com/page/banner-life.There is also a full breakdown of the Banner Life BeyondTerm pro...

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

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

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...

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...

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...