Allstate Agents: Adding new business using AdvisorPro

If you're an Allstate Agent using the new AdvisorPro then all you have to do is follow these steps to upload new business.  No manual entry needed, it's insanely easy!

Step 1 - Save the binding docs from AdvisorPro to your computer

Here's the process for getting the correct set of binding docs to upload:

  • After you click Bind in Advisor Pro, stay on the bind screen
  • Click Select All to select all of the pages.
  • After all the binding docs have been checked, Click View Documents and you will see a pop-up at the bottom of your browser.
  • Click Open and then Save the PDF.



Step 2 - Upload that PDF file to AgencyZoom

  • Login to your AgencyZoom account
  • Click on Upload P&C Binding Doc
  • Upload the PDF files you've downloaded from AdvisorPro
  • Celebrate because it's that easy!

Pro Tip:  Be sure to tag the lead source on the Hooray screen that pops up.

What's Next?

The above only works for Allstate business that is bound in AdvisorPro.  

  • For policies bound in Alliance check out this article 
  • For brokered business, you'll want to check out our step-by-step guide for adding brokered business to AgencyZoom.

Still having issues?

We're here to help!  Start a live chat conversation (9-5 est) by clicking on the help bubble in the bottom right corner.  If it's outside of our business hours you can still start a conversation and we'll get back to you first thing the next business day.

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