Manual entry sucks! That's why we have bots 🤖 to do all the work for you! As an Allstate user, all you have to do is upload your binding docs and move on.
It's insanely easy!
Step 1 - Save the binding docs from Alliance to your computer
Here's the process for getting the correct set of binding docs to upload:
After you click Bind in Alliance, stay on the bind screen
Click Select All underneath the checklist of binding docs
After all the binding docs have been checked, Click Print and you will see a pop-up of the binding docs in PDF format.
Save that file as a PDF by clicking File then Save As (Do not do File then Print to PDF)
Step 2 - Upload that PDF file to AgencyZoom
Login to your AgencyZoom account
Click on Upload P&C Binding Doc button from the left navigation
Find the PDF file you just downloaded
Celebrate because it's that easy!
Pro Tip: Be sure to tag the lead source on the Hooray screen that pops up.
The above only works for Allstate business that is bound in Alliance.
For the policies bound in AdvisorPro check out this guide
For broker business, just click the Add Brokered Business button from the left menu and follow the prompt. It's super easy!
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 next morning.