Note: The Welcome Packet and all of its pages are not available to Allstate Agents.
Need to make changes to a customer's Welcome Packet that was already created? Here is how:
- Go to your Customers tab
- Click the customers name in question (you can also put their name in the search box)
- Click Welcome Kit on the top right
- Click Modify
To make changes to the template letters for that customer, follow the above instructions and do the following:
- Click Preview on the "Deliver Welcome Packet" screen
- Click Edit
- Make sure to Save any changes that are made
Still have questions? Contact Support.