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 Advisor pro 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        

       NOTE: Do not print to PDF, the file must be saved by clicking "File then Save As"

Step 2 - Upload that PDF file to AgencyZoom

  • Login to your AgencyZoom account
  • Click on Upload P&C Binding Doc from the left navigation
  • Find and select the PDF file you just downloaded
  • Done Celebrate because it's that easy!

What's Next?

The above only works for Allstate business that is bound in AdvisorPro.  

  • For policies bound in Alliance check out this guide 
  • For broker business, just click the Add Brokered Business button and follow the instructions

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.

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