Allstate 2023 Year in Review

Comprehensive list of features and enhancements for 2023

Michele Helms avatar
Written by Michele Helms
Updated over a week ago

2023 Allstate Updates

    • Enhancements to allow tracking and paying commissions on preferred bundled households including:

      • When adding a standard auto + home/condo to a client, the client will now be designated as Preferred Bundled.

      • The new sales window has been updated to confirm the bundle status of the customer. Policies that are not entered in AgencyZoom can be cross-referenced so the bundle status is correct.

      • A new report has been added, Bundled/Monoline by Producer, to display a breakdown of your book of business by bundle status. This will allow you to identify which producers are preferred bundling and bundling the most, while also identifying potential account rounds.

      • For commission, there are 4 new commission tier advancement metrics

      • Two new boosts: 1) preferred bundled and bundled customers and 2) preferred bundled customers

      • New bonuses: 1) preferred bundled and bundled customers and 2) preferred bundled customers

    • Enhanced bundle status label that includes:

      • A better description of each status

      • A new help icon (?) to outline the qualifiers for each status

      • Select to open the Bundle Status label to open the detailed pop-up

    • Bundle status detail enhancements including:

      • Bundle Status shown in the Bundle Details pop-up

      • "Overwrite" (admin only) available to manually update the Bundle Status. Pop-up will display overwrite history

      • Ability to cancel policies from within the Bundle Details pop-up

    • Bundle status included in sales alert email

    • Commission Rate by Bundle Status

      • You can now differentiate the commission rates for each bundle status

    • Updates to Commission Explained

      • When viewing the commission, the calculations are now shown pertinent to each bundle status

    • Updates to Comp Statement

      • Calculations are now present when opening the comp statement to view the line items with bundle status

  • Allstate DASH Quote Reports and Premium Reports Update

    • AgencyZoom now accepts reports in Excel or CSV format.

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