Trevor McDonald

Effective April 15th, you will no longer have access to Quility® Pathfinder™ as your illustration tool. In its place, we are proud to recommend Agency Rocket as a trusted vendor for Advanced Market...

Upload a PDF illustration, and Agency Rocket does the rest! It reads the document, extracts key data, and builds a side-by-side visual comparison to demonstrate how your proposed plan (IUL, Whole L...

To use the Test Drive feature for the products available in Navigator, click the 'Learn/Demo eApp' button, then 'Start Test Drive' for the desired carrier. You must have an active writing number wi...

You are able to fill out the application in Navigator with the current client information and select the health class for your client. During the underwriting review process, the carrier will have ...

✅ 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...

The Quility Navigator platform is designed to give you a near accurate recommended best rate class based on the client information you provide. If you need a more detailed assessment because of sev...

Usually, the reason for a case to be caught in Approved Status is due to a pending Licensing appointment or an outstanding amendment/requirement for the client to sign. This can lock applications w...

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...

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...

To begin the process, you must sign the SBLI contract in SureLC. Once completed, Quility will reviewyour paperwork and forward it to SBLI. Please note that agents cannot begin writing until contrac...