Quoting more than one product in Advisor Pro (8.50 MB)
Posted on November 16, 2019 at 3:26pm CST
Follow this step by step video to learn how to start multiple quotes for one prospect in Advisor Pro.
Opening existing quotes in Advisor Pro (including Alliance quotes) (9.83 MB)
Posted on November 16, 2019 at 3:29pm CST
Follow this step by step video to learn how to open existing quotes in Advisor Pro. This will include Alliance and quoteburst quotes.
How do I Save and Close the Quote (7.56 MB)
Posted on November 16, 2019 at 3:22pm CST
Follow this step by step video on how to save and exit quotes in Advisor Pro.
Why collect assets on the risk page of needs analysis? (5.92 MB)
Posted on November 26, 2019 at 5:09pm CST
Follow this video to learn how the asset sections of needs analysis can influence life quotes.
Where does a life referral go after it's sent from Advisor Pro? (4.39 MB)
Posted on November 26, 2019 at 5:08pm CST
Follow this video to learn where a life referral appears for a licensed life representative.
What is the next step after a life serious quote? (5.68 MB)
Posted on November 26, 2019 at 5:06pm CST
Follow this step by step video to learn what you do after you complete a serious life quote in Advisor Pro
Life quoting without a license (7.60 MB)
Posted on November 26, 2019 at 5:04pm CST
Follow this step by step video to learn what life quote information your can provide a prospect without a life license.
What information is transferred to an EFS/life specialist after a life referral? (6.24 MB)
Posted on November 22, 2019 at 2:09pm CST
Follow this step by step video to learn what information is collected and passed to an EFS/life specialist after a referral.
Quoting a prospect with an address change (9.40 MB)
Posted on November 16, 2019 at 3:27pm CST
Follow this video to learn how to quote someone moving from a different address (including out of state) in Advisor Pro
Cross index in Advisor Pro (8.33 MB)
Posted on November 16, 2019 at 3:24pm CST
Follow this step by step video on how to complete cross index in Advisor Pro
How do I declare insurance in Advisor Pro (7.96 MB)
Posted on November 16, 2019 at 3:17pm CST
Follow this step by step video to see where to declare insurance in Advisor Pro
Editing prospect details in Advisor Pro (7.99 MB)
Posted on November 16, 2019 at 3:14pm CST
Follow this short step by step video to learn where to edit prospect details when quoting in Advisor Pro.
Order MVR in Advisor Pro (5.69 MB)
Posted on November 16, 2019 at 3:25pm CST
Follow this step by step video to learn where to order MVR in Advisor Pro
How do I send personalized proposal in Advisor Pro (7.25 MB)
Posted on November 16, 2019 at 3:16pm CST
Follow this short step by step video to learn how to send a proposal in Advisor Pro
Reconcile the LIS report (12.45 MB)
Posted on November 16, 2019 at 3:21pm CST
Follow this short step by step video for reconciling a report with matched and unmatched claims in Advisor Pro.
Simplified home quote in Advisor Pro (SHQ) (9.30 MB)
Posted on November 16, 2019 at 3:31pm CST
Follow this step by step video to learn how to quote auto with simplified home quote in Advisor Pro.
Allstate Distributors, L.L.C., Northbrook, IL., a wholly owned subsidiary of Allstate Life Insurance Company, Northbrook, IL.
For Broker/Dealer or Agent Use Only – Not for public dissemination. May not be distributed, reprinted or shown to the public in oral, written or electronic form as sales material.