How to | Edit a customers welcome packet

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.

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