Upload Previously Bound Policies

A Step-by-Step guide for Allstate Agents to upload previously bound policies

Moe avatar
Written by Moe
Updated over a week ago

Here are the steps to follow: 

  1. Look up a customer in Gateway

  2. In the bottom left corner, you will see Customer Docs link.  Click that

  3. Select the policy number then select Policy Docs

  4. From the View drop-down select New Business under Mailing Package (Pre-insured Document)

  5. Click on New Business Application Signed By Named Insured

  6. Save the file as PDF

  7. Upload to AgencyZoom

 

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