Trevor McDonald

Early in the application, the agent will be presented with the client’s email address to send the HIPPA Authorization form. The system will automatically send the HIPPA to the client to sign whil...

To get Switchboard authorized again, just hit the sync HQ button in Switchboard and log in on the next screen. This will sync your leads and accounts together, making sure everything is connected a...

How do I update my EFT (Electronic Funds Transfer), E&O (Errors and Omissions), AML (Anti-Money Laundering information? Click on the Personal Update form: Personal Information Update (jotform.com)....

This is likely a client identification issue caused by incorrect information entered. The most common causes of signing problems are incorrect personal details on the application (such as SSN or Zi...

You are able to view all your carrier writing numbers to ensure all active writing numbers are present in HQ. (screenshots provided at end of this article) You can see all contracted carriers on th...

You can delete a test quote in Navigator, however you cannot delete a client or a quote if a case is associated with that record. Each record can only be deleted one at a time.In order to delete a ...

How do I change my personal (agent) information?Remember to update your SureLC account with your new information or have your upline update your SureLC account.Please present updated EFT documents ...

You can view the E-App for any Quility product directly in Navigator, as shown below. Quility will also send you an email with your unique URL link to access the e-App. Navigator applications are n...

In Navigator, you can access any case by selecting the “Cases” tab on the side menu. From there,find the particular case you want to resume and view the case.On the case details page, if the case i...

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...