Trevor McDonald

  • Total activity 92
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 0

Articles

Recent activity by Trevor McDonald Recent activity Votes
  • How is a policy delivered with AmAm?

    After approval and client application signatures, the policy will be delivered electronically directly to the client.The client will receive an email directly from American Amicable with a link to ...

  • F&G Quantum IUL Application Mistake

    Unfortunately, F&G is not allowing the reset of an application in Navigator for any reason. If the application is not giving you the option to change any information on the offer page, there is not...

  • Carrier Ineligible

    A Carrier Ineligible status is usually the result when the replacement question is answered as "Yes". You can not replace an existing policy with this product. This will result in a decline and the...

  • Quantum Best Practices Guide

    Contact Info:   Navigator Support Chat  (Bottom Right Corner) Hours: Mon-Fri 8am-12am EST Sat-Sun: 8am-5pm EST • Navigator application/illustration process help & technical assistance • Re...

  • Create a Client in Navigator

    Once you have access to Navigator (refer to the 'Use Navigator' article for guidance), you can create a client to start quoting. To do this, click the 'Clients' tab on the left taskbar. This allows...

  • Fidelity And Guaranty

    You are able to view all Fidelity And Guaranty (F&G) carrier information through HQ using the following link- https://b2b-hq.quility.com/page/fidelity-and-guaranty.All related documents are availab...

  • Quoted State Not Showing for AmAm

    Likely the quoted state is still pending approval, except if quoted in New York. The product is not available in New York.The applicant is not eligible for the product based on pre-qualification qu...

  • SBLI

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

  • Quantum IUL Process FAQs

    How do I access Quantum?Quantum is written through the Navigator platform which can be accessed through the HQ waffle menu in upper-left hand corner.Why do I see “Product Invalid” in Navigator when...

  • Navigator Carriers/Products One Page Summary- Apply Directly in Navigator

    Navigator will quote with many different carriers and with five you can apply directly in the app at this time. These five are American Amicable, Banner Life, Fidelity & Guaranty, SBLI, and United ...