On 3/4/2024, we were notified that Allstate updated the navigation and formatting for the report AgencyZoom uses to calculate Items & Points. The updated instructions for obtaining and uploading this report are listed out in this article.
1. Upon reaching this point in running your compensation plan, click Download report and follow the new tab to Allstate's DASH page.
2. You will be taken to the "New Business Summary" page in DASH. Click the "NB Details" button on the left side of the screen.
3. Once this screen loads. Change the Start and End dates to match the timeframe you're running compensation for. If you're running it for January, you want to use 1/1/2024 through 1/31/2024. Once you've changed the dates, click "Go".
4. Select 'Edit View' and make sure every column except the three below are selected and then select 'Done and Save'
5. When this report has loaded, Click on the Download button on the right side of the report.
5. You can now upload the report to AgencyZoom.
Please let us know if there are issues occurring with the upload or if you notice items being included in reports that shouldn't be accounted for. You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)