"The agent I work with shares a trust, a friendship. We each have a role in the sale, and we lean on each other's expertise."
- Personal Financial Representative, Mesa, AZ

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 Development Leader, 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