"The effectiveness of the Agent/Financial Specialist partnership lies in its ability to allow me, as an agency principal, to focus on my core business - Property & Casualty, while having a specialist handle the financial services division of my agency. The Financial Specialist is viewed as vital in helping my agency reach its goal of meeting our customer's financial needs in a professional manner."
- Exclusive Agent, Long Island, New York

The Agent/Partner Program provides a formalized process for leveraging your financial professional experience and an Allstate agent's customer base to form a business relationship that benefits both.

"The most effective part is when the Market Business Consultant, Personal Financial Representative, Financial Services Manager and agent take a team approach to make the process work. There are strong cross-selling opportunities. Just recently an existing Allstate relationship led to a substantial investment in annuities and mutual funds. The sky really is the limit."
- Financial Services Manager, California

Components of the program include agreeing on the qualifications of a prospect, defined methods of communication and an operational and marketing strategy. Potential benefits include:

• creating new introductions and selling commitments
• penetrating the agent's book of business
• turning leads into introductions and financial gain