How to Add a Licensed Life and Health Specialist
There are two methods to add a Life and Health Specialist to your account. For most accounts, you’ll simply assign the “Role” of Life and Health Specialist to the user in question. But for Allstate-based accounts, there’s also an option to add a Life and Health Specialists who- rather than being your own dedicated specialist, is one affiliated with another Agency or Agencies. In this article, we’ll go over both ways of creating a Life and Health Specialist.
Method 1: Assigning a Dedicated Life and Health Specialist
Go to My Agency from the main menu
Click on About My Agency
Scroll the Staff Members section
Click the name of the person you'd like to edit
Add Life and Health permission then save
Note: The user must log out and log back in for the new permission to take effect.
Method 2: (Allstate Only) Adding an Affiliated Life and Health Specialist
Go to My Agency from the main menu
Click on All About My Agency
Click the +Add Button across from Affiliated Life and Heath Specialists
Complete the mandatory fields and click Save