Trevor McDonald

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...

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 ...

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...

To become licensed or appointed with any available carriers, please contact your agency or direct upline for guidance, as each agency has its own process. Quility's quoting portal for carriers is c...

If you encounter any unique bugs or issues in HQ/Navigator, please submit a JotForm through HQ's top left corner 9-box grid, 'Report HQ Issue', and mark 'Bug/Error' with a detailed description of t...

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...

If you are receiving the 'You do not have a writing code with the selected carrier. Please check the User Profile' error in Navigator, it means the system is not recognizing that you have an active...

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...

To abandon an application in Navigator BEFORE it is submitted to the carrier for approval:Go to "Cases", select the case, and click "Abandon App".To abandon an application in Navigator after it is ...

If you are already licensed or appointed and just need to access your HQ account (All-Carriers Quoting Portal) for Navigator, please submit a JotForm through HQ's top left corner 9-box grid, 'Repor...