When complete return to Next Steps page, Step 4 Get Appointed to complete product training

INSTRUCTIONS

QUANTUM CONTRACTING PORTAL

Set up an account with Quantum Contracting Portal

  1. Click Apply Now
  2. Click Register New Account & complete personal info
  3. When completing setup use the following information:
  • Doing Business As - Select “Licensed Only Agent”
  1. CE & Training > Add New accounts > Link your CE provider account

SETUP E&O COVERAGE

  1. Login to Quantum Contracting Portal
  2. Click E&O Insurance on the left side > Signup with CalSurance
  3. Select 2nd option (Fixed Indexed Annuities and Life, Health & Accident)
  4. Complete application
  5. Annual Revenue = $100,000 - $1,000,000
  6. Upon approval, policy will be automatically uploaded to SureLC

Complete appointments with Quantum

  1. Click Requests
  2. You can apply for any/all carriers listed on the site but priority are the following appointments:
  • Nationwide - Annexus (Fixed Life AND Fixed Annuity)
  • Broker Dealer Appointment - “Thru your Broker Dealer (NOTE: Your commissions will be paid to your BD)
  • Who is your Annexus IDC Marketer Name = Marc Lindsey
  • Athene
  • North American Annexus
  • North American Co For Life And Health Ins
  • F&G (Annuity ONLY)
INSTRUCTIONS

GET APPOINTED - NATIONAL LIFE GROUP

Complete NATIONAL LIFE GROUP appointment

  1. Email Contracting@iamvantage.com and request appointment with NLG
  2. Subject: Request for NLG appointment
  3. Be sure to include your legal name as it appear on the Vantage site
  4. You will receive an invite via email to complete the online appointment process
  5. Check spam folder if it does not appear in inbox
  6. You will receive an approval email with next steps
  • Can take up to 10+ business days due to background check
INSTRUCTIONS

GET APPOINTED - F&G LIFE

Complete F&G Life appointment

  1. Click "Apply Now" & complete application
  2. Add date to the bottom of first page next to Signature of Authorized Agent
  3. Attach the following documents
  4. E&O certificate
  5. AML & LTC Certificate
  6. Email to contracting.support@fglife.com & CC contracting@iamvantage.com
  7. You will receive an approval email with next steps
  8. Can take up to 10+ business days due to background check
INSTRUCTIONS

GET APPOINTED - AIG LIFE

Complete AIG Life appointment

  1. Click "Apply Now" & complete application
  2. Follow these instructions EXACTLY
  3. Add date to bottom of page 6 & 7 next to John Benham signature
  4. Email app to GetAppointed2@aig.com & CC contracting@iamvantage.com
  5. You will receive an approval email with next steps
  • Can take up to 10+ business days due to background check
INSTRUCTIONS

GET APPOINTED - AMERICAN NATIONAL LIFE

Complete AMERICAN NATIONAL Life appointment

  1. Click "Apply Now" & complete application
  2. Email app to LicenseContracts@AmericanNational.com & CC contracting@iamvantage.com
  3. You will receive an approval email with next steps
  • Can take up to 10+ business days due to background check
INSTRUCTIONS

SIMPLICITY CONTRACTING PORTAL

Set up an account with SIMPLICITY Contracting Portal

  1. Click Apply Now
  2. Click Register New Account & complete personal info
  3. All info (linked CE accounts, training certificates, E&O, etc) from Quantum Portal should automatically transfer

Complete appointment

  1. Click Requests
  • Complete ONLY Allianz Life Ins Co of NorthAmerica appointment

Contact

Operations Team

Licensing Team


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