Core Four and 5Rs

VIDEOS ON THIS PAGE WILL SERVE AS ADVISOR PRO EDUCATION CREDIT.
CONFIRMATION EMAILS FOR EACH SESSION WILL BE SENT EVERY MONDAY, WEDNESDAY, FRIDAY.
CORE FOUR #1 – 4 IS REQUIRED FOR ALL AGENTS/LSPs. ADDITIONALLY, FL USERS ARE REQUIRED TO COMPLETE THE CORE FOUR STATE SPECIFIC VIDEO.

CALIFORNIA ONLY - Advisor Pro Core Four 1: Needs Analysis and Auto (43.33 MB)

Posted on September 28, 2020 at 12:57pm CDT

California users: An introduction to Advisor Pro showing you how to navigate needs analysis through auto quote and bind.

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CALIFORNIA ONLY - Advisor Pro Core Four 2: Home and Umbrella (40.48 MB)

Posted on September 28, 2020 at 12:43pm CDT

California Users: Advisor Pro Core Four 2: Home and Umbrella

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Advisor Pro Core Four 1: Needs Analysis and Auto (40.70 MB)

Posted on July 6, 2019 at 2:25pm CDT

An introduction to Advisor Pro showing you how to navigate needs analysis through auto quote and bind.

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Advisor Pro Core Four 2: Home and Umbrella (22.58 MB)

Posted on July 6, 2019 at 2:28pm CDT

Follow this recorded webinar for education on starting home and umbrella quotes from a completed needs analysis.

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Advisor Pro Core Four 3: Demo (Hands on Keys) (32.31 MB)

Posted on July 16, 2019 at 4:19pm CDT

Follow this step by step demo of completing auto with simplified home quote in Advisor Pro beginning with Needs Analysis. Follow along hands on keys!

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Advisor Pro Core Four 4: Life (50.85 MB)

Posted on July 6, 2019 at 2:31pm CDT

Follow this recorded webinar to learn how to complete quick and serious TrueFit life quotes in Advisor Pro.

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FLORIDA ONLY Core Four State Specific Micro Video (Required) (5.90 MB)

Posted on September 3, 2020 at 9:13am CDT

Core Four 1 – 4 is required for all states. Additionally, this short 5 min. FL state specific module is required for Agents/LSPs in FL (and should be taken after the completion of Core Four 1 – 4)

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NEW YORK ONLY Advisor Pro Core Four 4: Life (13.62 MB)

Posted on December 23, 2019 at 9:03am CST

NEW YORK ONLY: Follow this video to learn about quoting life with needs analysis in Advisor Pro.

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Sales Effectiveness 1: Case for Why and Relate (47.26 MB)

Posted on July 6, 2019 at 2:36pm CDT

Follow this 5Rs sales training recorded webinar to learn about "Why" Allstate is recommending an updated sales process and the first R of the 5Rs sales process.

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Sales Effectiveness 2: Rapport and Risk (98.22 MB)

Posted on July 6, 2019 at 2:39pm CDT

Follow this 5Rs sales training recorded webinar to learn about the second and third R's in the 5Rs sales process, Rapport and Risk.

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Sales Effectiveness 3: Recommend and close (64.44 MB)

Posted on July 6, 2019 at 2:41pm CDT

Follow this 5Rs sales training recorded webinar to learn about recommended personalized coverage solutions and closing the sale.

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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.