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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. Revised December 2016
Tools that
assist in
attracting
public
attention
to a product
or service
Advertising/Marketing
Ready to open an account?
Paperwork:AFS, LLC Forms
Need Assistance? (800) 856-0934 Option 3
Producer Sales Tools
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.aspxAllstate Life and Retirement Marketing Resource Page: Home > Sales Tools > Sales Support > Advertising
Training: • Allstate University • Go to accessallstate: Home > Help > Help Support Materials
Support:• Click on Contact Us on the accessallstate website • Call (866) 739-8031 for support• Chat with technical support on website
Gateway MOD Wealthscape Target and Grow (TaG)accessallstate
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
Advertising/Marketing
Ready to open an account?
Paperwork:AFS, LLC Forms
Need Assistance? (800) 856-0934 Option 3
Producer Sales Tools
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
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.
Gateway MOD Wealthscape Target and Grow (TaG)accessallstate
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
Advertising/Marketing
Ready to open an account?
Paperwork:AFS, LLC Forms
Need Assistance? (800) 856-0934 Option 3
Producer Sales Tools
Material Ordering and Distribution or MOD (Allstate Tool - no cost to producer)
Material Ordering and Distribution (MOD) allows Allstate Life and Retirement producers to search and order Protection and Financial products marketing materials or forms using shopping cart functionality.
Location: https://agencygateway.allstate.com/accessallstate/anon/login.aspxHome > Sales Tools > Order Marketing MaterialsDirect link: http://agencygateway.allstate.com/wps/myportal/ID/56911
Support:Call (800) 607-2722 for technical support
Gateway MOD Wealthscape Target and Grow (TaG)accessallstate
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
Advertising/Marketing
Ready to open an account?
Paperwork:AFS, LLC Forms
Need Assistance? (800) 856-0934 Option 3
Producer Sales Tools
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. Request Access: To request access, email [email protected].
Gateway MOD Wealthscape Target and Grow accessallstate
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
Advertising/Marketing
Ready to open an account?
Paperwork:AFS, LLC Forms
Need Assistance? (800) 856-0934 Option 3
Producer Sales Tools
Target and Grow or TaG (Producer Cost) Target and Grow (TaG) is a web based marketing tool for use by agency owners and financial specialists. With TaG, you can audit the book of business, purchase leads, or upload prospecting lists. The TaG interface makes creating and 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]
Request Access:Go to https://www.tagallstate.com and follow instructions.
Gateway MOD Wealthscape Target and Grow accessallstate