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!
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.