That first meeting was intense! I really was not prepared, so I make sure that anyone I invite, they know what to expect!
Onboarding at Allstate is a pretty seamless process, thanks to a system update. Once a client "binds" their policy, the onboarding begins. I expain to them what the next steps are, whether its documents I will need to collect, or maybe I need to send a termination letter to the prior agency. I tell them to download the Allstate app, for their convenience, they can make changes, as well as get their ID cards and any documents they need at a click of a button. They also make a MyAccount at Allstate.com they can utilize for self service as well, but I let them know, we are always here to help!