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 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 binding doc 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 click on File, then Save As
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 the "Binding Docs" button in the upper left
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.
What's Next?
Please note that the above process works only for Allstate business bound in AdvisorPro.
For the policies bound in Alliance check out this guide
For brokered business or Allstate policies you don't have the necessary documents for, just click the "+ Brokered Business" button from the left menu and follow the prompt. It's super easy!
AgencyZoom assigns the sale to the agent that uploads the document. Best practice is to have the agent that made the sale upload their own documents. Otherwise, you will need to reassign the sale after it's been uploaded in order for the correct producer to get credit!
Still have questions? We're here to help! 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.)