New Quote Started
Consumer entered the PolicyQuick section or Compulife quote path.
Dedicated FamilyGuard production section
PolicyQuick HQ is the operating command center.
The PolicyQuick command center brings together the quote center, provider filter, lead workspace, advisor income preview, report tracking, campaign attribution, and FamilyGuard workflow handoff.
Mission-consistent brand mark
The selected shield, checkmark, family, and motion icon now anchors PolicyQuick as a fast protection module inside FamilyGuard.
Provider Filtered
Quote result or review path is restricted to HGI-approved life providers.
Advisor Assigned
Lead is assigned inside FamilyGuard Lead Center or advisor Lead Management.
Review Booked
Client or advisor prospect has moved into a scheduled FamilyGuard follow-up.
HGI-approved provider filter
Only quote through the FamilyGuard-approved lane.
PolicyQuick uses speed to create momentum and discipline to protect trust. Instant quote activity can be paired with provider guidance so advisors stay focused on approved, practical review paths.
American Amicable (Simplified)
Corebridge - TMG (SI)
Corebridge Life
Ethos
F&G Life
Lincoln Financial Life
Mutual of Omaha
Mutual of Omaha (Simplified)
Nationwide Life
North American Life
Ameritas
Allianz Life
HGI rank income preview
Approximate advisor cashflow by contract percentage.
This mirrors the HGI compensation schedule structure: provider/product, commissionable base, contract percentage, target premium, estimated cashflow, and clear disclaimers. Final values can be managed inside the authenticated FamilyGuard admin configuration.
Estimated cashflow
$6,894
Educational approximation only. Actual compensation can change and may be affected by advance rates, chargebacks, issue status, carrier rules, product rules, hierarchy, and HGI updates.
Admin and advisor handoff
Keep PolicyQuick distinct while syncing into FamilyGuard.
Consumer quote leads remain tagged as PolicyQuick with quote progress, provider filter, consent, campaign source, and assigned advisor.
Advisor recruitment leads remain tagged as PolicyQuick Advisor Prospect and route to admin-only prospecting before onboarding.
Reports, calculator outputs, and Compulife quote-start events become activity records for the lead timeline.
Admin controls manage provider allowlists, rank percentage presets, lead assignment, and portal destination URLs.