FAQ
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Other
- Are we allowed to "bird-dog" something out? For example, if I am selling mortgage protection and the client also wants to do an annuity, am I able to say, "I'll have someone reach out to you about the annuity" and still get split application on that follo
- When QMS follows up on a previous client of ours and writes business, we were told that it would be a split "application" to us of 40%. Does that mean that the APV from that split would count towards our minimum promotable premium?
- How do you become QMS certified?
- What additional products are we going to start offering?
- If a QMS agent writes something that you are not certified or trained for, how do you receive the split?
- Do we need to be appointed to the carriers that will be used for the QMS type products in order to get paid commission? How do we start that process?
Agency Building
- Will unlicensed agents have access to training via Quility U?
- Will Key Leaders be able to see each individual team member and access more information?
- Can an agent who has passed their exam, but is waiting on licensing, have access to Quility HQ?
- Do agents have access to the agent directory?
- Why can’t I recruit on the behalf of another agent in my downline?
- Why do many of my applications have revisions requested by the Onboarding Department?
New Business
- Will DFL activity be visible in HQ?
- How often will the data be updated for placed business by the carrier?
- In terms of raises and promotions, what is the difference between snapshot and Quility stats?
- How do I access the software to fill out applications?
- Will we still be doing business in Opt! or only within HQ?
- When signing up clients, do we do so in Opt! or do we go to HQ?
Marketing
- Do we have a contact at ZipRecruiter that can help me with my account?
- How do I create / post a recruiting ad?
- How do I generate leads on social media?
- How do I create a Facebook Business Page?
- What are some social media best practices + tips?
- How do I create a corporate email signature?
Contracting
- How do I change my e-mail address and other contact information on file with Quility?
- How do I change or update my bank account information?
- How do I confirm carrier contract links from SuranceBay?
- How do I contact a carrier?
- How do I contract to sell Health products once I add a Health Line of Authority (LOA) to my license(s)?
- How do I get contracted with a carrier?
Leads
- Can I pause my standing lead order?
- Can we purchase and view leads in HQ?
- How do I check my Opt! account for lead credits?
- How do I transfer a Lead?
- How do I update my credit card for my standing leads order (A & Bonus)?
- How do you enter a new A Lead GMR and update an existing Bonus Lead GMR from the new Quility site?