Trevor McDonald

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...

Is Quantum Instant Decision? Yes, Quantum is a fully digitally-underwritten instant decision product. Some cases may be referred to an underwriter if something answered within the app is flagged by...

You are able to download most carrier applications through Navigator. For some carriers, you are only able to download through the specific carrier agent portal:Here is the: Banner Life Application...

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...

You can email application requirements to BannerBeyond@bannerlife.com. Please put the policy number and client name in the subject line.

You can access Agency Rocket through HQ by clicking the 9-box grid in the top left corner, then selecting Agency Rocket, similar to accessing Navigator.

Do I need separate certifications for each Agency Rocket concept?Yes. Each concept has its own certification module in the LMS to ensure proper understanding and compliant use.What carrier illustra...

American Amicable- Quility Secure Future Preferred Client BrochureBanner Life- BeyondTerm Client BrochureF&G- Quantum IUL Client BrochureSBLI- EasyTrak Client BrochureUHL- Quility Secure Future Com...

Yes, it can be found in HQ using this link- https://www.bannerlife.com/docs/default-source/advisor/products/beyondterm/underwriting-guide.pdf. You’ll want to check there for initial risk assessment...

A policy fee is a fixed, often non-negotiable, administrative charge added to insurance premiums to cover the insurer's costs for issuing and maintaining the policy.AmAm QSFP Policy Fee: $40 and is...