Trailing Document Report - Allstate

Managing your customers trailing documents has never been easier.  Follow this quick video tutorial to learn how to download your Agency Detailed Trailing Document Report and upload into AgencyZoom.  Once your download is complete (please save as CSV) in AgencyZoom go to:

  • Reports
  • Select Outstanding Trailing Docs
  • Click Upload
  • Add in the Agency Detailed Trailing Document Report

 

 

 

Still have questions? Contact Support.

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