Quility Navigator matches clients to products based on health and risk, then links agents directly to carrier systems for faster underwriting. Users report saving time, closing more sales, and earning higher commissions.
Chapters
Navigator is a product recommendation and digital application platform that identifies the best quility digital product to fit your client's needs. Based off your client's unique health impairments and risk, it's going to identify the best product, it's going to provide a quote as well as some basic information on that product and allow the agent to apply for that product directly from the application.
Wow, this tool is amazing. It's going to have a lot of functionality for my new agents and it offers so many options to be able to properly underwrite my clients.
Instead of having to guess at which product is going to fit your clients needs, you actually have a roadmap so you can actually input your client's information into the platform and it's going to help guide you to the right product with the right carrier based off of their needs.
Even if I haven't had time to do a full risk assessment, it asks the pertinent questions and will let me know which products are appropriate. So if it's after hours and I can't call a carrier or maybe the spouse now needs help and we weren't planning on that, I can kind of do a check and feel really confident that I'm going to get a product that they're going to get approval for with a really good rate.
When I have to do some kind of a pivot, I'm able to just have their client information all pulled up already. I can make any adjustments that need to be made and then we're good to go. I love that we can go right into the app for several of the products which just makes it very smooth. Oh gosh.
My favorite part of Navigator, being able to enter all of my clients information and then being able to see all of the different products that they're offered but then have it linked directly to the application itself in the back offices of each carrier.
I feel like our best products live on Navigator. They're the best for the clients and they're also the highest comp. So it's a win win.
Navigator impacts my bottom line close rates by increasing it for sure I've been able to close more business, I've been able to have more appointments because I'm spending less time on the actual underwriting part because it makes that part so much faster.
I'm able to make sure that whatever products I'm offering to my clients, I know for certain they're going to be approved for.
To agents who haven't used Nevergator yet, I would say what are you waiting for? It's so easy. You just go in, you answer the questions. It's going to tell you what' right for the client.
It saves you so much time that it's only going to impact your business in a positive way.
