offer life quotes during endorsements - allstate...offer life quotes during endorsements (use this...

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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 1 Critical first step — Just Ask! Reference help text for suggested sales language on how to offer life insurance (When you click on“help icon (?)” you will see) 2 Offer a life insurance quote 3 Close/Refer Link to accessallstate to customize the Allstate Basic Term SM or TrueTerm SM quote and close the sale 4 Submit Application Submit the Life Application via App On-Line (AOL) Additional Resources n Conducting Customer Review n Li fe 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 Term SM 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 Terminal Illness (LU10990 series). In New York, Allstate Basic Term SM is a term life insurance policy (NYLU769 series) issued by Allstate Life Insurance Co. of New York, Hauppauge, NY, a wholly-owned subsidiary of Allstate 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. TrueTerm SM 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 owned subsidiary of Allstate Life Insurance Company, Home Office, Northbrook, IL. In New York, TrueTerm SM is issued by Allstate Life Insurance Company of New York, Hauppauge, NY (contract series NYLU757-1). SALES PROCESS STEPS 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

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Page 1: Offer Life Quotes During Endorsements - Allstate...Offer Life Quotes During Endorsements (use this when a customer DOES NOT have life insurance) It is now easier to introduce life

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

Page 2: Offer Life Quotes During Endorsements - Allstate...Offer Life Quotes During Endorsements (use this when a customer DOES NOT have life insurance) It is now easier to introduce life

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