Offer Life Quotes During Endorsements - Allstate...Offer Life Quotes During Endorsements (use this...
Transcript of Offer Life Quotes During Endorsements - Allstate...Offer Life Quotes During Endorsements (use this...
Offer Life Quotes During Endorsements(use this when a customer DOES NOT have life insurance)
It is now easier to introduce life insurance to existing customers during an endorsement (i.e., adding a driver, adding a car, adding a mortgagee, etc.) in Alliance.
Step Customer DOES NOT have Allstate life insurance
1Critical
first step —Just Ask!
Reference help text for suggested saleslanguage on how to offer life insurance (When you click on“help icon (?)” you will see)
2Offer a lifeinsurancequote
3Close/Refer
Link to accessallstate to customize the Allstate Basic TermSM or TrueTermSMquote and close the sale
4Submit
Application
Submit the Life Application via App On-Line (AOL)
AdditionalResources
n Conducting Customer Review n Life On-Line Microsite n Learn How to Register on AA.com
Review and select quick quote options and proceed with completing endorsement Options available
n App On-Line will be prefilled with customer and quote information if the process is followed correctly.
*Non-life licensed support staff will only see “Refer to Financial Specialist” or “No Thanks”.
Questions: Call The Allstate Financial Wholesaling Team (800) 856-0934. Pre-sales help, Option 1
Allstate Basic TermSM is a term life policy (LU10987 series in most states) issued by Allstate Life Insurance Co., Home Office, Northbrook, IL. Available riders include the Accelerated Benefit Rider for TerminalIllness (LU10990 series). In New York, Allstate Basic TermSM is a term life insurance policy (NYLU769 series) issued by Allstate Life Insurance Co. of New York, Hauppauge, NY, a wholly-owned subsidiary ofAllstate Life Insurance Co., Northbrook, IL. Available riders include the Accelerated Death Benefit for Terminal Illness (NYLU745 series). See rider for terms, conditions and restrictions. Subject to state availability.
TrueTermSM is a term life insurance policy issued by Lincoln Benefit Life Company, Home Office, Lincoln, NE. TrueTerm is available with contract series LP0600-1. Lincoln Benefit Life Company is a wholly ownedsubsidiary of Allstate Life Insurance Company, Home Office, Northbrook, IL. In New York, TrueTermSM is issued by Allstate Life Insurance Company of New York, Hauppauge, NY (contract series NYLU757-1).
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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.
©2013 Allstate Insurance Company, Home Office, Northbrook, IL accessallstate.com (03/13)FIN2523
Offer Life Insurance Reviews During Endorsements (use this when a customer HAS life insurance)
Step Customer HAS Allstate life insurance
1Critical
first step —Just Ask!
Reference help text for suggested saleslanguage on how to position and offer review (When you click on“help icon (?)” you will see)
2Offer a lifeinsurance review
3Close/Refer
Within accessallstate.com, the EA/EFS/FS can manage and complete the customer requested policy reviews
4CompleteReview
AdditionalResources
n Conducting Customer Review n Life On-Line Microsite n Learn How to Register on AA.com
Offer a complimentary review and proceed to complete endorsement.
Alerts when customer says"yes" to the complimentaryreview offer. “Refer to” producer receives email.
n Contact customer to schedule reviewn Conduct review
n Delete alert upon completion of review
It is now easier to offer life insurance reviews to existing life insurance customers during an endorsement(i.e., adding a driver, adding a car, adding a mortgagee, etc.) in Alliance.
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Questions: Call The Allstate Financial Wholesaling Team (800) 856-0934. Pre-sales help, Option 1
Select a review option and proceed to complete endorsement
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.
©2013 Allstate Insurance Company, Home Office, Northbrook, IL accessallstate.com (03/13)FIN2523