Allstate: Adding New Business using Alliance

 

 

AgencyZoom will use the information found in the binding document to log sales metrics, calculate commission and much more.

 

Step 1: Download and save the policy from Alliance

  • After you click Bind for a policy in Alliance, stay on the bind screen
  • Click Select All underneath the checklist of binding docs
  • After all the binding docs have been checked, Click Print
    • You will then see a pop-up of the binding docs in PDF format.
    • Save the PDF file by clicking File then Save As vs. File then Print to PDF

Note: AgencyZoom will only accept files that have been downloaded from Alliance as shown above or from Gateway.  Allstate policy types accepted: Auto, Home, Renters, Landlords, Condo, Manufactured Home, Motorcycle, Umbrella, Boat.  All others will be added via the "Add Brokered Business" button on your Dashboard. 

 

Step 2: Upload the policy to AgencyZoom

  • Login to your AgencyZoom account
  • Click on Upload P&C Binding Doc
  • Find and select the Policy you downloaded
  • Tag the Lead Source (select the best option from the dropdown)
  • Click Done. 

TIP: AgencyZoom will detect if you have a cross-indexed application(s), click the Upload button to add the missing files.  You can always ignore this option if you don't wish to add the cross-indexed application(s).  If a customer has both an Allstate and a Brokered policy, upload the Allstate policy first.  The system will automatically populate all of the Customer Info fields.

 

Lesson 2: Adding New Brokered P&C Business

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  • awesome!

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