AccessAllstate.com, the financial services Web site deployed by Allstate Financial, a business unit of The Allstate Corp., Nortbrook, Ill., is now available to Allstate Financial Institution Divisions' partners. The Web site had previously only been available to financial advisors or Allstate agents who were registered to sell Allstate or Lincoln Benefit Life Company products."AccessAllstate.com is a fantastic tool that helps Allstate effectively streamline how producers do business with us," says Joe Tomalavage, director, Allstate Financial Technology, Allstate Financial. "Now our financial institution partners are able to quickly access client information, obtain real-time policy values, download forms, order marketing materials online, review product and fund information, access sales and marketing ideas 24-hours a day from one central location."
Producers who register and log onto www.accessallstate.com see a tailored view. Products that have been approved by their financial institution are displayed. In addition, the site provides listings to Allstate products and riders approved by each state.
"Tailoring the site allows Allstate to meet the unique requirements of our partners," says Rob Shore, executive vice president, Allstate Distributors, LLC "For example, since these producers sell a variety of products, they require consumer-friendly financial planning tools that help them easily illustrate differences among the various types of retirement, college planning and life insurance products."
In addition to these illustrations, www.accessallstate.com provides producers with product comparison tools, investment options, a support center and information on training, compliance and Web site support.
So far, partners have been receptive to the site, according to Allstate. "Using the Web site has allowed me to more efficiently prepare for client meetings and reviews, as well as satisfy customer service requests," says Tom Cornelia, vice president and private financial advisor, SunTrust Securities, "In addition, periodic reviews of the database serve as a tickler file for making client contact calls."
Besides SunTrust, Allstate's Financial Institution Division has almost 70 partners including US Bank, Citibank, Bank of the West, PNC, Chase and HSBC.
Source: Allstate
