Download Producer Sales Tools

Tools that
assist in
attracting
public
attention
to a product
or service
Producer Sales Tools
Advertising/Marketing
accessallstate
Gateway
MOD
Wealthscape
Target and Grow
(TaG)
accessallstate (Allstate Tool - no cost to producer)
accessallstate is a critical tool for an Allstate Producer. It serves as a hub for activity for fixed life, and variable life. It is used
to service existing accounts, access forms, obtain product information, and provide useful sales tools. It can also be used to
keep track of pending and inforce policies and check for alerts.
This website is designed to provide easy-to-use, compliant sales and marketing programs, pilots, and campaigns. The
website also offers ideas to help you build your life insurance and annuity sales.
Location:
https://agencygateway.allstate.com/accessallstate/anon/login.aspx
Allstate Life and Retirement Marketing Resource Page: Home > Sales Tools > Sales Support > Advertising
Training:
• Allstate University
• Go to accessallstate: Home > Help > Help Support Materials
Ready to open
an account?
Support:
• Click on Contact Us on the accessallstate website
• Call (866) 739-8031 for support
• Chat with technical support on website
Paperwork:
AFS, LLC Forms
Need Assistance?
(800) 856-0934 Option 3
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. Revised December 2016
Tools that
assist in
attracting
public
attention
to a product
or service
Producer Sales Tools
Advertising/Marketing
accessallstate
Gateway
MOD
Wealthscape
Target and Grow
(TaG)
Gateway (Allstate Tool - no cost to producer)
Gateway is the go-to website for agency-facing news and reference information. Examples of information available on
Gateway include:
• News – Changes in processes, tips, incentive program information, new or updated resource information, messages
from Home Office and Regional Leaders
• Reference Information – Job aids, Risk Management Policies (how to write lines of business), questions and answers
on initiatives, process information and more
• Urgent Updates – Urgent alerts include outages or security risks, access to business critical applications. The alert
describes the functionality impacted, workarounds and resolution status.
• Links to Alliance, Do Not Call (DNC) Scrubbing Tool, Credit Card Approval, Legal T-Docs, etc.
• Allstate Financial Services, LLC Paperwork Suite which would include New Account Documents
Location:
https://agencygateway.allstate.com
Ready to open
an account?
Support:
• For assistance with technical issues, call AFS, LLC (877) 232-2142. If necessary, they will route issues through the
Allstate Technology Service Center (ATSC).
• For assistance with education and other issues, contact your regional technology support area.
• For assistance with general questions concerning Gateway, click on the Contact Us link on Home page of Gateway.
Paperwork:
AFS, LLC Forms
Need Assistance?
(800) 856-0934 Option 3
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. Revised December 2016
Tools that Producer Sales Tools
assist in Advertising/Marketing
attracting
Target and Grow
Wealthscape
MOD
Gateway
accessallstate
(TaG)
public
attention Material Ordering and Distribution or MOD (Allstate Tool - no cost to producer)
to a product
Material Ordering and Distribution (MOD) allows Allstate Life and Retirement producers to search and order Protection
or service and Financial products marketing materials or forms using shopping cart functionality.
Location:
https://agencygateway.allstate.com/accessallstate/anon/login.aspx
Home > Sales Tools > Order Marketing Materials
Direct link: http://agencygateway.allstate.com/wps/myportal/ID/56911
Support:
Call (800) 607-2722 for technical support
Ready to open
an account?
Paperwork:
AFS, LLC Forms
Need Assistance?
(800) 856-0934 Option 3
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. Revised December 2016
Tools that
assist in
attracting
public
attention
to a product
or service
Producer Sales Tools
Advertising/Marketing
accessallstate
Gateway
MOD
Wealthscape
Target and
Grow
WealthscapeSM (Allstate Provided Tool - no cost to producer)
WealthscapeSM is used by Allstate Financial Services, LLC Personal Financial Representatives (PFRs) to view and manage
brokerage accounts held with National Financial Services, LLC (NFS). A brokerage account is an account where an
investor is able to hold multiple types of investments in it such as mutual funds, stocks, and bonds. It is the hub for all
activity with brokerage accounts. The PFR can place mutual fund trades on WealthscapeSM and view statements or
confirms. In addition, market data and research are available. WealthscapeSM provides needs analysis tools and calculators.
It also has reporting capabilities that help the PFRs monitor customers’ accounts and their brokerage business.
Location:
Found as Single Sign-On on Allstate Financial Services, LLC Gateway Home Page
Training:
• Allstate University
• Training courses are available on WealthscapeSM. They are located under the Resources tab > e-learning.
Support:
Call AFS, LLC (877) 232-2142 for questions and technical support.
Ready to open
an account?
Request Access:
To request access, email [email protected].
Paperwork:
AFS, LLC Forms
Need Assistance?
(800) 856-0934 Option 3
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. Revised December 2016
Tools that Producer Sales Tools
assist in Advertising/Marketing
attracting
Target and
Wealthscape
MOD
Gateway
accessallstate
Grow
public
attention Target and Grow or TaG (Producer Cost)
to a product
Target and Grow (TaG) is a web based marketing tool for use by agency owners and financial specialists. With TaG, you
audit the book of business, purchase leads, or upload prospecting lists. The TaG interface makes creating and
or service can
managing your direct marketing campaigns easy.
Location:
http://agencygateway.allstate.com/wps/myportal/ID/46796
Annual Cost:
Per mailing/per piece pricing
Training:
View Support and FAQ information on http://agencygateway.allstate.com/wps/myportal/ID/46796
Support:
• Call (888) 824-2421 for technical support
• Email [email protected]
Ready to open
an account?
Request Access:
Go to https://www.tagallstate.com and follow instructions.
Paperwork:
AFS, LLC Forms
Need Assistance?
(800) 856-0934 Option 3
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. Revised December 2016