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Allstate: How to upload Allstate Binding Docs from AdvisorPro
Allstate: How to upload Allstate Binding Docs from AdvisorPro

A step-by-step guide for uploading new Allstate business to AgencyZoom using AdvisorPro

Moe avatar
Written by Moe
Updated over a week ago

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!

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.)

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