2023 Allstate Updates
Enhancements to allow tracking and paying commissions on preferred bundled households including:
When adding a standard auto + home/condo to a client, the client will now be designated as Preferred Bundled.
The new sales window has been updated to confirm the bundle status of the customer. Policies that are not entered in AgencyZoom can be cross-referenced so the bundle status is correct.
A new report has been added, Bundled/Monoline by Producer, to display a breakdown of your book of business by bundle status. This will allow you to identify which producers are preferred bundling and bundling the most, while also identifying potential account rounds.
For commission, there are 4 new commission tier advancement metrics
Two new boosts: 1) preferred bundled and bundled customers and 2) preferred bundled customers
New bonuses: 1) preferred bundled and bundled customers and 2) preferred bundled customers
Enhanced bundle status label that includes:
A better description of each status
A new help icon (?) to outline the qualifiers for each status
Select to open the Bundle Status label to open the detailed pop-up
Bundle status detail enhancements including:
Bundle Status shown in the Bundle Details pop-up
"Overwrite" (admin only) available to manually update the Bundle Status. Pop-up will display overwrite history
Ability to cancel policies from within the Bundle Details pop-up
Bundle status included in sales alert email
Commission Rate by Bundle Status
You can now differentiate the commission rates for each bundle status
Updates to Commission Explained
When viewing the commission, the calculations are now shown pertinent to each bundle status
Updates to Comp Statement
Calculations are now present when opening the comp statement to view the line items with bundle status
Allstate DASH Quote Reports and Premium Reports Update
AgencyZoom now accepts reports in Excel or CSV format.