KEY CONTACTS
SUPPORT NETWORK
The Quantum Group provides connections that transform the way you do business.
CONTRACTING PROCESS
All Things Insurance Group contracting process for agents.
- Register with the Quantum SureLC account using the custom contracting link.
- After you complete SureLC profile, confirm all information is accurate and up to date.
- Please answer all background questions and provide explanations for any “yes” answers.
- Add AML training, best-interest training & state-required training.
- Add E&O coverage and declarations page.
- Ensure signature is uploaded.
- Once all information is provided and the profile is completed, review and apply signatures to requested carrier.
- You will complete the required product training [HERE] and send your completion certificate to us below.
* Contracting and completing product training are only necessary for carriers you will be writing. We do not send anything to the carrier until business is ready to be submitted.
AdvisorHQ
Advisor HQ is your one-stop shop for all the latest in your business, allowing you to submit e-Apps, track progress, request illustrations and more.
Click below to visit Advisor HQ or request your login credentials today to start taking control of your annuity and life insurance business! Through AdvisorHQ, you will also be able to access Annuity Rate Watch, a software and database to show you all the up-to-date FIA rates and returns.
Request Access
Please ensure you’ve received a contracting link from contracting@thequantum.com before requesting Advisor HQ access. If not, please contact Katie Christensen at kchristensen@thequantum.com for next steps.
e-APPLICATION 101
Firelight Training
How to Copy a Document
How to Attach a Document
FIA PRODUCTS AND CARRIERS
Before submitting business, please check your contracting is completed. Click [HERE] to access our contracting resources and training.
By adding the National products alongside the limited-distribution products already available from Annexus and Innovation Design Group, Quantum will find the best product available for your client’s unique situation. We look forward to helping you leverage these solutions to grow your business. See below for a complete list of annuity and life insurance carriers Quantum can assist with.
LIMITED DISTRIBUTION PRODUCTS
Annexus: Our partnership with Quantum gives our agents exclusive access to award-winning, cutting-edge Annexus products. With MyAnnexus, you can explore different options from the industry-leading product developer and see how they can help you position your clients for success.
INNOVATION DESIGN GROUP (IDG)
NATIONAL
IMPORTANT LINKS
Case Design
As an independent agent, you want to give your clients access to the most innovative products on the market. That’s why Quantum’s Case Design Team uses its proprietary software to help you compare products and show your clients how they can tailor their policy to their goals!
Annuity Rate Watch
ANNUITY TRAINING WEBINARS
Watch the following training videos to learn more specific solutions and how you can implement them into your clients’ plans.
Annexus and Nationwide
North American
CONSUMER FACING RESOURCES
It’s important to understand how the different parts of your financial plan work in tandem to achieve a singular goal. Our informational whitepapers and educational videos provide insight into different aspects of your financial life, such as strategies we might employ as part of your plan as well as the different phases you may go through as you strive toward your goals.
Educational Videos
Diversifying Your Portfolio
How RMDs Work
Retirement: Decumulation vs Accumulation
What is Medicare
What You Need to Know About Social Security
What is a Fixed-Indexed Annuity
Informational Whitepapers
FREQUENTLY ASKED QUESTIONS
Here you’ll find answers most valued to our partners. If you still can’t find the answer you’re looking for, just Contact us!
Who is Quantum?
- Quantum is one of the nation’s leading insurance distribution companies and All Things Insurance Group’s partner for fixed indexed annuities and life insurance.
Who is Annexus?
- Annexus is the industry’s leading product-development company for fixed indexed annuities and life insurance. Annexus is also a sister company to Quantum.
Who is Innovation Design Group (IDG)?
- IDG is another leading product development company offering limited-distribution products.
Who do I work with at Quantum?
- Please refer to the team flowchart for contact information.
What products do I have access to at Quantum?
- Please refer to the carrier list for more information about products you have access to as an All Things Insurance Group agent.
How do I get contracted with Quantum?
- Contact All Things Insurance Group back office.
- Complete product training for carrier(s) of choice.
- Submit certification of completion.
How do I request an illustration?
- You can click HERE to submit a request to our Case Design Team.
Is my annuity suitable to transfer?
- See our Suitability Reference Guide HERE.
How do I see my pending business?
- Visit Advisor HQ for complete access to all your annuity and life insurance business.
Who is my contact?
- Please refer to the team flowchart for contact information.
Where do I submit applications?
- Advisor HQ Firelight is your one-stop shop for application submission and tracking.
How do I get paid?
- You can get paid through the All Things Insurance Group grid that can found in the back-office portal on the website.
Can Quantum talk to clients?
- No, Quantum supports the advisor and is not consumer facing.
Advisor HQ password reset?
- Please email Katie Christensen at kchristensen@thequantum.com to reset your password
What is “Just in Time”?
- “Just in Time” is when Quantum collects all required information for contracting but does not submit it to the carrier until business is in-house, at that time. The appointment and application are processed together.
