Quoting Navigation
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      Allstate (Advisor Pro) Quoting Navigation Guide

      1. From the Advisor Pro Main Menu, select Quoting from the Create Transaction section to begin your quote.
      2. Next, select an existing client or create a new prospect from the subsequent menu
      3. Once the prospect information is in the system, the prospect's name will appear at the top of the left navigation panel. Click Start Here to begin quoting.
      4. The Start Here section is divided into four tabs: Relate, Rapport, Risk, and Recommendations. See the tab names along the top of the screen.
      5. Continue to the Recommendations tab and click Add Product to the right of Home.
      6. You will now be in the Home quote. Fill out all appropriate fields paying particular attention to any with a red asterisk. This denotes a required field to obtain a rate.

      Home: Properties

      Home: Consumer Reports

      Property Details

      Dwelling Specifics

      Estimated Replacement Cost

      Mortgage Information

      Current Insurance-Property

      Home Coverages

      NOTE: Coverage for the home will be recommended based on selections made in the Start Here section under Risk/Assets as well as the details returned by the replacement cost tool.

      Discounts and Surcharges

      Shopping Cart and eProposal

      1. Locate the Shopping Cart on the right side of the Screen. Click Convert To New Business to move the quote into an application.
      2. You will be presented with a customer search box. Select if this is a current or prior Allstate customer. Then select the customer in the search results section or select Customer Not Listed. Click OK when done.

        NOTE: If a customer is found, and they owe a premium on a prior Allstate policy, that money will be required before this new policy can be bound. Depending on your state, this could also change the down payment required for this new policy.
      3. When the screen refreshes, confirm the Underwriting Decision shows Accepted.
      4. You are now ready to finalize this application. Select Purchase from the Shopping Cart.
      5. Review and approve the mailing label on the Pre-Contract screen and add a third party if necessary.
      6. Click Continue to Payment & Bind.
      7. Review discounts applied and select the payment type. Enter the amount collected (note the down payment requirement). Mortgagee Pay will default to C.O.D.
      8. If Easy Pay was selected as a payment method, you will be prompted to select future payment type. 
      9. Enter a withdrawal date (1-28 of the month), enter routing number of checking or savings account and click the search button. 
      10. Enter account number, account type and authorization code.
      11. Next, locate the shopping cart on the right-hand side of the screen and click Bind.
      12. Once bound, you will be presented with a green overlay indicating that your transaction was bound successfully.
      13. Now that the policy is bound, go back to the Shopping Cart and click Continue to Complete.
      14. Select the documents that you would like to print and click View Selected at the bottom of the section. This will open the forms in a PDF document that you can print, email or upload into Salesforce.
      15. The final step is to click Complete in the Shopping Cart. This will bring you back to the customer screen with a message indicating the policy was completed successfully.