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Allstate Agency Opportunity

The document provides information about becoming an Allstate agency owner. It discusses: 1) Owning your own business and having flexibility to work where and when you want. You can sell the business back to Allstate or an approved buyer. 2) Allstate's support for new agency owners including education, marketing materials, technology tools, and assistance from a field sales team. 3) Requirements to become an Allstate agency owner including minimum start-up capital, obtaining insurance licenses, and a FINRA Series 6 license.

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Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET ARE YOU? Driven. Focused. Ready. R57551E-1 ©2011 Allstate Insurance Company Click here to see the fine print
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit All about Allstate All about you Your business, I AM: A free spirit. your way Where to look, GOOD. Building a business as an Allstate how to look agency owner lets you choose where you work and when. You own your own business that you can sell back to Allstate or an approved buyer.* ® *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WE ARE THE GOOD HANDS®. All about Allstate > WE ARE THE We help people realize their hopes and dreams through products and services designed to help GOOD HANDS protect them from life’s uncertainties and to help prepare them for the future. > JOIN AN INDUSTRY LEADER Our corporate goal is to grow the value of our company for our customers, our associates, our All about you shareholders, our communities and society. Your business, your way Where to look, Our products include: how to look 1. Auto Insurance 2. Home Insurance* 3. Life Insurance 4. Power Sports Insurance 5. Business Insurance 6. Savings Solutions *May not be available in all areas.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit JOIN AN INDUSTRY LEADER. All about Allstate > WE ARE THE Top 10 reasons to join Allstate: GOOD HANDS > JOIN AN INDUSTRY LEADER 1. Offers strong brand recognition and a solid reputation 6. Drives customers to your agency with national as a leader in the industry and in local communities. advertising and customizable marketing materials — All about you including your own company website. Your business, 2. Allows you to control economic interest in the book your way of business your agency writes. 7. Employs a fully engaged field sales leadership team Where to look, to help ensure your success. how to look 3. Offers unlimited money-making potential through commissions, bonuses, expansion and more. 8. Supports your business with an after-hours call center and one of the most highly trained claims 4. Provides you with population and economic data to teams in the country. help determine the best location for your business. 9. Provides you with a network of technology and tools 5. Provides you and your staff with comprehensive to help you operate and market your business. training — at no cost — to get you up and running quickly. 10. Helps you get started quickly — usually about 9 months from time of application.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHAT WE WANT. All about Allstate All about you Allstate agency owners are leaders. And leaders share many of the same qualities. > WHAT WE WANT > WHAT YOU HAVE Characteristics are: > SEEKING MEN • Networks proactively • Supports the Allstate vision and purpose AND WOMEN • Projects persuasive and professional presence • Creates strategic business solutions Your business, your way • Makes quality decisions • Adapts to changing conditions Where to look, • Drives for results and profitability • Works effectively how to look • Focuses on relationship building • Leads and motivates staff
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHAT YOU HAVE. All about Allstate All about you Ready to become an Allstate agency owner? There are just a few things that are necessary > WHAT WE WANT before you get started. > WHAT YOU HAVE > SEEKING MEN Requirements are: AND WOMEN • Must have start-up capital to meet cash flow • Must obtain a Financial Industry Regulatory Authority Your business, your way market requirements (a minimum of $50,000) (FINRA) Series 6 license (and Series 63 license if required by state law) within a certain time frame after Where to look, • Must obtain Property & Casualty and how to look agency appointment Life/Health licenses
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit SEEKING WOMEN AND MEN WITH HEART. All about Allstate All about you After all, we are the Good Hands®. > WHAT WE WANT > WHAT YOU HAVE > SEEKING MEN AND WOMEN Your business, ® your way Where to look, how to look
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit DO IT YOUR WAY. All about Allstate All about you Whether you start a new Allstate agency or buy an existing one, you get to choose where and Your business, how you run your business.* your way Where to look, Understand your location options. how to look • Establish a new location • Maintain an existing location • Relocate an existing agency Develop your business plan. Operation Marketing • Staffing • Demographics • Business processes • Lead generation • Advertising Financial • Cash flow projections • Production goals and expenses *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHERE TO LOOK AND HOW TO LOOK. All about Allstate All about you Whether you’re starting a new agency or buying an existing one, there are a couple things Your business, to consider. Both location and appearance can have a significant effect on your business. your way Where to look, Using technology to find your location. how to look ® Location is key. Allstate uses NetMax, a local optimization tool featuring population and economic data, to help you make an informed decision about the best place to locate your business. Image is everything. When it comes to your office space, first impressions count. The Allstate Branded Retail Environment (BRE) ensures that as customers drive by or walk up and enter your agency, they’ll feel confident that they’ve come to the right place for their insurance needs. Allstate Branded Retail Environment
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player New agency incentives New agency requirements I AM: A team player. GOOD. With Allstate, you’ll have the support of a Fortune 100 company and one of the largest teams of centralized claims professionals in the country. ®
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player WHAT’S YOUR TIER? New agency incentives If you’re starting a new Allstate agency from scratch or buying an agency with less than 750 > WHAT’S YOUR TIER Property & Casualty policies, your agency is considered a “start-up” and there are special > AGENCY ESTABLISHMENT bonuses to help you maintain cash flow during these early stages. BONUS > AGENCY The amount of each bonus depends on your Property & Casualty production. Bonus tiers DEVELOPMENT BONUS I are based on Property & Casualty performance in relation to your market goals and are > AGENCY DEVELOPMENT determined monthly.* BONUS I SCHEDULE > AGENCY DEVELOPMENT BONUS II TIER 1: TIER 2: TIER 3: TIER 4: > AGENCY At least 225% of your 150% to 224% of your 90% to 149% of your Less than 90% of your DEVELOPMENT baseline cash flow baseline cash flow baseline cash flow baseline cash flow BONUS II SCHEDULE New agency requirements *Commission and bonus amounts are subject to change.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY ESTABLISHMENT BONUS New agency incentives Start-up agencies are eligible to receive an Agency Establishment Bonus in month 4 of affiliation. > WHAT’S YOUR TIER The amount of the bonus will be based on your tier, which is determined by your cumulative > AGENCY ESTABLISHMENT Property & Casualty production in months 1 to 3 relative to your baseline market goals for BONUS > AGENCY that time period. DEVELOPMENT BONUS I > AGENCY DEVELOPMENT TIER 1: TIER 2: TIER 3: TIER 4: BONUS I SCHEDULE $10,000 $7,500 $5,000 $0 > AGENCY DEVELOPMENT BONUS II > AGENCY DEVELOPMENT BONUS II SCHEDULE New agency requirements
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I New agency incentives The Agency Development Bonus I (ADB I) is a monthly bonus that is based on new Property & > WHAT’S YOUR TIER Casualty business you write the previous month. > AGENCY ESTABLISHMENT BONUS Here’s how it works: > AGENCY • Based on your tier for a given month, a bonus rate will • ADB I will be paid to qualifying agencies in months 2 to DEVELOPMENT BONUS I be applied to your current month’s net new Property & 37 of affiliation > AGENCY Casualty written premium (see bonus rates by tier DEVELOPMENT • If you qualify, the bonus will be paid in the following month BONUS I SCHEDULE and month) > AGENCY DEVELOPMENT BONUS II In addition, you may be eligible for ADB I bonus through month 48 depending on your Property & Casualty production levels. > AGENCY DEVELOPMENT • In months 38 to 49 for any month you achieve Tier 1 • In months 38 to 43 for any month you achieve Tier 2 BONUS II SCHEDULE status during months 37 to 48 status during months 37 to 42 New agency requirements
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 1 33.000% 30.000% 27.000% 0.000% > AGENCY ESTABLISHMENT 2 33.000% 30.000% 27.000% 0.000% BONUS 3 33.000% 30.000% 27.000% 0.000% > AGENCY 4 32.250% 29.025% 25.800% 0.000% DEVELOPMENT BONUS I 5 31.500% 28.350% 25.200% 0.000% > AGENCY 6 30.750% 27.675% 24.600% 0.000% DEVELOPMENT BONUS I SCHEDULE 7 30.000% 27.000% 24.000% 0.000% > AGENCY 8 29.250% 26.325% 23.400% 0.000% DEVELOPMENT 9 28.500% 25.650% 22.800% 0.000% BONUS II 10 27.750% 24.975% 22.200% 0.000% > AGENCY DEVELOPMENT 11 27.000% 24.300% 21.600% 0.000% BONUS II SCHEDULE 12 26.250% 23.625% 21.000% 0.000% New agency 13 25.500% 22.950% 20.400% 0.000% requirements 14 24.750% 22.275% 19.800% 0.000% 15 24.000% 21.600% 19.200% 0.000% 16 23.250% 20.925% 18.600% 0.000% Months 17-32
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 17 22.500% 20.250% 18.000% 0.000% > AGENCY ESTABLISHMENT 18 21.750% 19.575% 17.400% 0.000% BONUS 19 21.000% 18.900% 16.800% 0.000% > AGENCY 20 20.250% 18.225% 16.200% 0.000% DEVELOPMENT BONUS I 21 19.500% 17.550% 15.600% 0.000% > AGENCY 22 18.750% 16.875% 15.000% 0.000% DEVELOPMENT BONUS I SCHEDULE 23 18.000% 16.200% 14.400% 0.000% > AGENCY 24 17.250% 15.525% 13.800% 0.000% DEVELOPMENT 25 16.500% 14.850% 13.200% 0.000% BONUS II 26 15.750% 14.175% 12.600% 0.000% > AGENCY DEVELOPMENT 27 15.000% 13.500% 12.000% 0.000% BONUS II SCHEDULE 28 14.250% 12.825% 11.400% 0.000% New agency 29 13.500% 12.150% 10.800% 0.000% requirements 30 12.750% 11.475% 10.200% 0.000% 31 12.000% 10.800% 9.600% 0.000% 32 11.250% 10.125% 9.000% 0.000% Months 1-16 Months 33-48
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 33 10.500% 9.450% 8.400% 0.000% > AGENCY ESTABLISHMENT 34 9.750% 8.775% 7.800% 0.000% BONUS 35 9.000% 8.100% 7.200% 0.000% > AGENCY 36 8.250% 7.425% 6.600% 0.000% DEVELOPMENT BONUS I 37 7.500% 6.750% 0.000% 0.000% > AGENCY 38 6.750% 6.075% 0.000% 0.000% DEVELOPMENT BONUS I SCHEDULE 39 6.000% 5.400% 0.000% 0.000% > AGENCY 40 5.250% 4.725% 0.000% 0.000% DEVELOPMENT 41 4.500% 4.050% 0.000% 0.000% BONUS II 42 3.750% 3.375% 0.000% 0.000% > AGENCY DEVELOPMENT 43 3.000% 0.000% 0.000% 0.000% BONUS II SCHEDULE 44 2.250% 0.000% 0.000% 0.000% New agency 45 1.500% 0.000% 0.000% 0.000% requirements 46 1.000% 0.000% 0.000% 0.000% 47 1.000% 0.000% 0.000% 0.000% 48 1.000% 0.000% 0.000% 0.000% Months 17-32
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS II New agency incentives The Agency Development Bonus II (ADB II) is a monthly bonus that is based on your agency’s > WHAT’S YOUR TIER growth of Policies in Force (PIF) over the previous month. > AGENCY ESTABLISHMENT BONUS Here’s how it works: > AGENCY • Based on your tier for a given month, a dollar amount • ADB II will be paid to qualifying agencies in months 4 to DEVELOPMENT BONUS I will be applied to your current month’s Property & 39 of affiliation > AGENCY Casualty Policies in Force growth over the prior month* DEVELOPMENT • If you qualify, the bonus will be paid two months later BONUS I SCHEDULE (see dollar amounts by tier and month) > AGENCY DEVELOPMENT BONUS II In addition, you may be eligible for ADB II bonus through month 48 depending on your Property & Casualty production levels. > AGENCY DEVELOPMENT • In months 40 to 51 for any month you achieve Tier 1 • In months 40 to 45 for any month you achieve Tier 2 BONUS II SCHEDULE status during months 38 to 49 status during months 38 to 43 New agency requirements *Special rules apply if PIF growth is negative.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS II SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 2-13 $50.00 $45.00 $40.00 $0.00 > AGENCY ESTABLISHMENT 14-25 $45.00 $40.50 $36.00 $0.00 BONUS 26-36 $40.00 $36.00 $32.00 $0.00 > AGENCY 37-42 $35 .00 $31.50 $0.00 $0.00 DEVELOPMENT BONUS I 43-49 $35.00 $0.00 $0.00 $0.00 > AGENCY DEVELOPMENT BONUS I SCHEDULE > AGENCY DEVELOPMENT BONUS II > AGENCY DEVELOPMENT BONUS II SCHEDULE New agency requirements
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player VALIDATION REQUIREMENTS New agency incentives In the first year of agency affiliation, we’ll ask that you meet our production requirements for New agency both Property & Casualty and Allstate Financial. requirements Property & Casualty (P&C) requirement: Allstate Financial requirement: • Derived from your baseline cash flow • $5,000 or more in Allstate Financial production credit • Minimum of 90% of the baseline cash flow (Tier 3 level) • Needs to be achieved within first 6 months of affiliation • Needs to be achieved within first 6 months and again • Can be achieved solo or with partnership with Exclusive at month 12 of affiliation Financial Specialist All validation requirements are conditions of the agency owner relationship. Failure to meet any of the validation requirements will lead to termination of the Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OUTSIDE OWN YOUR START-UP EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES BUYER OWN BUSINESS AGENCY AND SUPPORT REWARDS SUPPORT TO MARKET I am: Agreeable Purchasing an existing agency I AM: Agreeable GOOD. Allstate lets you have the option of purchasing an existing Allstate agency, giving you the advantage of buying a business that’s already up and running.* ® *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OUTSIDE OWN YOUR START-UP EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES BUYER OWN BUSINESS AGENCY AND SUPPORT REWARDS SUPPORT TO MARKET I am: Agreeable IS BUYING AN EXISTING ALLSTATE AGENCY RIGHT FOR YOU? Purchasing an existing agency When you purchase an existing Allstate agency of greater than 750 Property & Casualty policies, you’re considered an “outside buyer.” You have the advantage of buying a business that’s already up and running. There are several questions to think about when it comes to purchasing an existing book of business.* Do I have sufficient liquid capital to invest in What is the value of the agency? growing the business? Will the agency staff be retained after the purchase? What is the business environment in the area? What is their value? Are there any staffing issues? What are the factors that may affect customer Will I be able to retain the existing location? retention in the book of business? What legal issues should be considered? What are the agency’s financial results over the How will the agency purchase be financed? past three years? What is the market opportunity to grow the business? Is it operating efficiently? *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious Good Hands Certification Program Education from experts I AM: Tenacious Field support GOOD. At Allstate, we believe the more you know, the more you’ll grow. We provide the education you and your staff need to start your business — at no cost to you. ®
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET GOOD HANDS CERTIFIED . CM Good Hands Certification Program Allstate offers Good Hands Certification, an ongoing educational program that keeps you on Education top of your game. from experts Field support • Helps you provide customers with a superior level of service in your agency • Helps your agency achieve higher levels of productivity • Watch short online videos to learn about new products, successful sales and retention processes, and relationship-building tactics • Uses a simple point system that allows you the flexibility to complete an online education program from your agency and the option to attend live events in your area
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET THE EDUCATION YOU NEED TO GET AHEAD. Good Hands Certification Program Allstate provides education for agency owners and their entire staff on products, sales Education techniques and processes. from experts Field support • New Agency Owner Education (NAOE) takes • Once you have successfully completed the Education approximately 5 weeks Program, you will receive a $3,000 bonus payable in • Education is conducted regionally and at the Allstate the first month of affiliation National Sales Education Center (NSEC) • Program includes Auto, Property, Allstate Financial and Run the Business track which is designed to help with the set up and operational side of your agency
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET ONGOING SUPPORT FROM A FIELD SALES LEADER. Good Hands Certification Program Allstate has a robust team, including a dedicated sales leader, who works with you to make Education sure you have what you need to succeed. from experts Field support • Business planning • Sales and marketing • Ongoing education • Business results review • Roadmap for the future
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient Property & Casualty commissions Allstate Financial opportunity I AM: Impatient. Resources for GOOD. We’ve structured our compensation Growth programs to help ensure you’ll have cash Awards and recognition flow from the start. From there, your earning Benefits for potential is unlimited. high performance ®
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient PROPERTY & CASUALTY COMMISSIONS SCALE Property & Casualty commissions COMMISSION AMOUNT BY LINE* NEW % SUBSEQUENT RENEWAL % Allstate Financial opportunity PROPERTY & CASUALTY Resources for Standard Auto 10 10 Growth Motorcycle 10 10 Awards and Off-Road Vehicle 10 10 recognition Non-Standard Auto 8 8 Benefits for Commercial — Nonfleet 10 10 high performance Personal Property 10 10 Boat 10 10 Landlord Package 10 10 Manufactured Home 10 10 Condo and Renters 10 10 Commercial Casualty — Fleet 10 10 COMMERCIAL CASUALTY — ALL OTHER First $2,500 20 10 Over $2,500 12 10 *Excludes state exceptions.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient EARN COMMISSIONS YOURSELF OR WITH AN EXCLUSIVE FINANCIAL SPECIALIST. Property & Casualty commissions Our extensive financial portfolio includes term and permanent life, annuities and variable Allstate Financial products. Allstate offers the opportunity to write Life and Financial Products two ways. opportunity Resources for • Partner with an Allstate Exclusive Financial Specialist* • Write life and financial products on your own Growth (EFS), a specialist in life, savings and financial products (“Solo” business) Awards and (“Shared” business) recognition Benefits for Whether you want to work with someone else or go it alone, you can earn credit toward production goals, bonuses high performance and awards. In addition, Allstate Financial enhanced commission scales are based on your productivity — the more you write, the higher the commission scale. *Financial Specialist in NY.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient GET REWARDED FOR BALANCED PERFORMANCE. Property & Casualty commissions Resources for Growth is a point-based measurement system designed to recognize and Allstate Financial reward agencies that achieve balanced performance. opportunity Resources for Agency performance is measured on seven key Points are distributed across six Resources for Growth tiers. Growth business objectives: Platinum (7.5 – 10.5 points) Bronze (2.5 – 5.4 points) Awards and recognition 1. Retention of Property & Casualty business Gold (6.0 – 7.4 points) Standard (0.1 – 2.4 points) (start-ups only) Silver (5.5 – 5.9 points) Base (0 points or less) Benefits for high performance 2. Growth in Standard Auto Items in Force These tiers will be used to determine your rewards across 3. Acquisition of new emerging business lines multiple areas including: 4. Profitability (does not apply to start-up agencies) • Agency bonus 5. Allstate Financial Production Credit for solo • Awards and recognition and/or partnership sales • Expected results 6. Life policies sold • Qualification for other business opportunities 7. Agency Loyalty Index — based on annual survey score (does not apply to start-up agencies)
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient NOBODY AWARDS AND RECOGNIZES LIKE ALLSTATE. Property & Casualty commissions As an Allstate agency owner, you’ll have the opportunity to qualify for our exciting awards and Allstate Financial recognition along with your peers. opportunity Resources for Regional Honor Ring Banquet Inner Circle Elite Growth • Hosted by the Field Senior Vice President (FSVP) — • Add-on trip to Chairman’s Conference with spouse Awards and Additional details will be shared with you by your region or guest recognition National Conference Leaders Forum Benefits for high performance • Company-wide conference trip with spouse or guest • Business meeting for top agency owners to network, share Circle of Champions a wealth of ideas and learn from the “best of the best” • Company-wide conference trip with spouse or guest
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient CONSISTENT GROWTH AND CUSTOMER LOYALTY MEANS MORE BENEFITS FOR YOU. Property & Casualty commissions Agencies that consistently grow their business and receive high ratings in customer loyalty Allstate Financial satisfaction may also enjoy these benefits: opportunity Resources for Executive Advantage Premier Service Agency (PSA) Growth • Based on your RFG tier achievement, you will receive • Receive high-value web leads from allstate.com Awards and a preloaded Executive Advantage card from Citibank • Receive priority placement on “Find an Agent” recognition • Use card to purchase resources (e.g., direct mail, on allstate.com Benefits for telemarketing, office furniture) to help further brand, • Receive Executive Advantage boost high performance grow and manage your business • Be eligible to purchase additional agencies Customer Focused Acquisition • Enables small/medium-sized agencies to purchase ® economic interest in a small book of business and Executive consolidate it with their existing book Advantage COM MER CIA L Agency Resource Card • Designed to help high-performing agencies grow 547 2 Vali d from Exp irati on date
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero Marketing support Operational support I AM: A GOOD. Being an Allstate Agent is about building relationships with customers and the community. We provide you with the tools to tell your story. ®
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero WE HELP DRIVE YOUR BUSINESS. Marketing support Operational support Allstate is an industry leader in national and regional advertising and sponsorships, including TV, online, print, outdoor, in movie theaters and more. These efforts drive consumers to the Allstate brand and to you. Yellow Pages Co-op • Agencies can purchase Allstate Yellow Pages • Receive up to 50% reimbursement for company-approved print/internet advertising through Berry Network. advertising expenses per year (up to $4,500 for first- During the first year of appointment, start-up year start-up agencies); actual co-op allowance may agencies can get up to $2,500 in Yellow Pages vary by agent advertising paid by Allstate. Co-op ads Other • Customizable direct mail, brochures, premium items Group print display ads and more are available to you for little or no cost
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero YOUR OFFICE IS YOUR COMMAND CENTER. Marketing support Operational support Make your office work for you. Allstate offers a variety of options for creating a professional environment for you, your staff and customers. Branded Retail Environment (BRE) Agency Choice Technology (ACT) • Design your office to help enhance • ACT: Provides you flexibility to lease/purchase your customers’ experience technology (within Allstate’s specifications) that • Includes furniture, lighting, signage, meets your unique needs sales displays and choice of either a • You select the technology vendor for installation beacon sign or reception desk and support • In order to receive a $3,300* non-cash award, you must participate in the BRE Welcome Suite Plus Package program (start-up agencies only) Beacon sign *In the states of Illinois, Alaska and Hawaii, the non-cash award is valued at a different amount.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined Time horizon I AM: Determined. GOOD. Because no company out there offers a faster-to-market opportunity for success like Allstate.* ® *Assumes all background and financial checks, licensing and education requirements are met.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE 1 REVIEW PROGRAM REQUIREMENTS > FINALIZE > OUTSIDE BUYER Review the program with an Allstate recruiter or field sales leader. > FULL TIMELINE Complete the pre-screening evaluation. Review the materials on allstate.com/recruitment to better familiarize yourself with the agency owner opportunity. Next Complete the Agency Selection Questionnaire online. Step 1 of 4
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE BEGIN THE PROCESS REQUIREMENTS 2 > FINALIZE > OUTSIDE BUYER Meet with a field sales leader for an in-depth discussion of the Allstate agency opportunity. > FULL TIMELINE Understand your options regarding buying an existing agency or starting from “scratch.” Develop site selection options for your agency location and review with the field Back sales leader. Next If you don’t already have your insurance licenses, you may want to begin this process right away so that your appointment with Allstate is not delayed. Step 2 of 4
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE COMPLETE REQUIREMENTS REQUIREMENTS 3 > FINALIZE > OUTSIDE BUYER Complete a detailed financial review including cash flow and liquid capital requirements. > FULL TIMELINE Complete your business plan focusing on staffing, marketing and operating your agency. Finalize all pertinent documents to ensure approval of your appointment with Allstate. Back Receive final approvals to become an Allstate Exclusive Agent. Next Step 3 of 4
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE FINALIZE REQUIREMENTS 4 > FINALIZE > OUTSIDE BUYER Once licensing is completed and your appointment file is approved, the Education > FULL TIMELINE Phase begins. During this time, establishing your agency location is underway (finalizing your lease, technology and phone systems, signage, etc.).* Back Next Interview and hire Licensed Sales Producers if you so choose to staff your agency. Begin generating sales and marketing leads. Hold your agency grand opening! Step 4 of 4 *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE ADDITIONAL STEPS FOR OUTSIDE BUYERS REQUIREMENTS + > FINALIZE > OUTSIDE BUYER Your field sales leader will be able to help you identify potential agencies available for sale. > FULL TIMELINE Begin negotiations with seller to purchase the economic interest in the agency. Obtain preliminary approval for the buyer and seller to continue with the sale process. Back Determine if you will need financing for the purchase and begin these arrangements. Finalize the terms of the sale with the selling agent. Advise your field sales leader and complete appropriate documents to obtain final approvals.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon REVIEW PROGRAM BEGIN THE PROCESS COMPLETE REQUIREMENTS FINALIZE > REVIEW PROGRAM 1 2 3 4 > BEGIN THE PROCESS Review the program with an Allstate Meet with a field sales leader for an Complete a detailed financial review Once licensing is completed and your recruiter or field sales leader. in-depth discussion of the Allstate including cash flow and liquid capital appointment file is approved, the > COMPLETE agency opportunity. requirements. Education Phase begins. REQUIREMENTS Complete the pre-screening evaluation. Understand your options regarding Complete your business plan focusing During this time, establishing your > FINALIZE Review the materials on allstate.com/ buying an existing agency or starting on staffing, marketing and operating agency location is underway (finalizing recruitment to better familiarize yourself from “scratch” (see below for additional your agency. your lease, technology and phone > OUTSIDE BUYER with the agency owner opportunity. steps for outside buyers). systems, signage, etc.).* Finalize all pertinent documents to > FULL TIMELINE Complete the Agency Selection Develop site selection options for your ensure approval of your appointment Interview and hire Licensed Sales Questionnaire online. agency location and review with the with Allstate. Producers if you so choose to staff field sales leader. your agency. Receive final approvals to become an If you don’t already have your Allstate Exclusive Agent. Begin generating sales and marketing insurance licenses, you may want to leads. begin this process right away so that your Hold your agency grand opening! appointment with Allstate is not delayed. ADDITIONAL STEPS FOR OUTSIDE BUYERS + Your field sales leader will be able to Begin negotiations with seller to purchase Determine if you will need financing Advise your field sales leader and help you identify potential agencies the economic interest in the agency. for the purchase and begin these complete appropriate documents to available for sale. arrangements. obtain final approvals. Obtain preliminary approval for the buyer and seller to continue with the Finalize the terms of the sale with the sale process. selling agent. *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
Home • Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET This document highlights the R3001 Agency opportunity.* Agency owners are independent contractors and are not employees of Allstate. Multiple factors contribute to the success of an Allstate Agency. As such, individual results will vary. All information, including bonus, revenue, compensation, and education information is subject to change. See the R3001 Exclusive Agency Agreement, the Exclusive Agency Independent Contractor Manual, the Exclusive Agency Independent Contractor Reference Guide, the Supplement for the R3001 Agreement, and the Allstate Agency Standards for full details. This overview is confidential and proprietary information which is the exclusive property of Allstate Insurance Company and its affiliates, and subsidiaries, including Allstate Life Insurance Company (the “Company”), and may not be disclosed to third parties, other than outside advisors or as required by law, without first having obtained written permission from Allstate Insurance Company. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. Commission and bonus amounts are subject to change. Allstate is an Equal Opportunity Company. For more information, contact Allstate toll-free at 877-711-1006, or visit allstate.com/recruitment. ©2011 Allstate Insurance Company, Northbrook, IL. allstate.com 4/11 *Excludes Allstate New Jersey.

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Allstate Agency Opportunity

  • 1.
    Contact us BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET ARE YOU? Driven. Focused. Ready. R57551E-1 ©2011 Allstate Insurance Company Click here to see the fine print
  • 2.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit All about Allstate All about you Your business, I AM: A free spirit. your way Where to look, GOOD. Building a business as an Allstate how to look agency owner lets you choose where you work and when. You own your own business that you can sell back to Allstate or an approved buyer.* ® *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 3.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WE ARE THE GOOD HANDS®. All about Allstate > WE ARE THE We help people realize their hopes and dreams through products and services designed to help GOOD HANDS protect them from life’s uncertainties and to help prepare them for the future. > JOIN AN INDUSTRY LEADER Our corporate goal is to grow the value of our company for our customers, our associates, our All about you shareholders, our communities and society. Your business, your way Where to look, Our products include: how to look 1. Auto Insurance 2. Home Insurance* 3. Life Insurance 4. Power Sports Insurance 5. Business Insurance 6. Savings Solutions *May not be available in all areas.
  • 4.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit JOIN AN INDUSTRY LEADER. All about Allstate > WE ARE THE Top 10 reasons to join Allstate: GOOD HANDS > JOIN AN INDUSTRY LEADER 1. Offers strong brand recognition and a solid reputation 6. Drives customers to your agency with national as a leader in the industry and in local communities. advertising and customizable marketing materials — All about you including your own company website. Your business, 2. Allows you to control economic interest in the book your way of business your agency writes. 7. Employs a fully engaged field sales leadership team Where to look, to help ensure your success. how to look 3. Offers unlimited money-making potential through commissions, bonuses, expansion and more. 8. Supports your business with an after-hours call center and one of the most highly trained claims 4. Provides you with population and economic data to teams in the country. help determine the best location for your business. 9. Provides you with a network of technology and tools 5. Provides you and your staff with comprehensive to help you operate and market your business. training — at no cost — to get you up and running quickly. 10. Helps you get started quickly — usually about 9 months from time of application.
  • 5.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHAT WE WANT. All about Allstate All about you Allstate agency owners are leaders. And leaders share many of the same qualities. > WHAT WE WANT > WHAT YOU HAVE Characteristics are: > SEEKING MEN • Networks proactively • Supports the Allstate vision and purpose AND WOMEN • Projects persuasive and professional presence • Creates strategic business solutions Your business, your way • Makes quality decisions • Adapts to changing conditions Where to look, • Drives for results and profitability • Works effectively how to look • Focuses on relationship building • Leads and motivates staff
  • 6.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHAT YOU HAVE. All about Allstate All about you Ready to become an Allstate agency owner? There are just a few things that are necessary > WHAT WE WANT before you get started. > WHAT YOU HAVE > SEEKING MEN Requirements are: AND WOMEN • Must have start-up capital to meet cash flow • Must obtain a Financial Industry Regulatory Authority Your business, your way market requirements (a minimum of $50,000) (FINRA) Series 6 license (and Series 63 license if required by state law) within a certain time frame after Where to look, • Must obtain Property & Casualty and how to look agency appointment Life/Health licenses
  • 7.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit SEEKING WOMEN AND MEN WITH HEART. All about Allstate All about you After all, we are the Good Hands®. > WHAT WE WANT > WHAT YOU HAVE > SEEKING MEN AND WOMEN Your business, ® your way Where to look, how to look
  • 8.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit DO IT YOUR WAY. All about Allstate All about you Whether you start a new Allstate agency or buy an existing one, you get to choose where and Your business, how you run your business.* your way Where to look, Understand your location options. how to look • Establish a new location • Maintain an existing location • Relocate an existing agency Develop your business plan. Operation Marketing • Staffing • Demographics • Business processes • Lead generation • Advertising Financial • Cash flow projections • Production goals and expenses *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 9.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A free spirit WHERE TO LOOK AND HOW TO LOOK. All about Allstate All about you Whether you’re starting a new agency or buying an existing one, there are a couple things Your business, to consider. Both location and appearance can have a significant effect on your business. your way Where to look, Using technology to find your location. how to look ® Location is key. Allstate uses NetMax, a local optimization tool featuring population and economic data, to help you make an informed decision about the best place to locate your business. Image is everything. When it comes to your office space, first impressions count. The Allstate Branded Retail Environment (BRE) ensures that as customers drive by or walk up and enter your agency, they’ll feel confident that they’ve come to the right place for their insurance needs. Allstate Branded Retail Environment
  • 10.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player New agency incentives New agency requirements I AM: A team player. GOOD. With Allstate, you’ll have the support of a Fortune 100 company and one of the largest teams of centralized claims professionals in the country. ®
  • 11.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player WHAT’S YOUR TIER? New agency incentives If you’re starting a new Allstate agency from scratch or buying an agency with less than 750 > WHAT’S YOUR TIER Property & Casualty policies, your agency is considered a “start-up” and there are special > AGENCY ESTABLISHMENT bonuses to help you maintain cash flow during these early stages. BONUS > AGENCY The amount of each bonus depends on your Property & Casualty production. Bonus tiers DEVELOPMENT BONUS I are based on Property & Casualty performance in relation to your market goals and are > AGENCY DEVELOPMENT determined monthly.* BONUS I SCHEDULE > AGENCY DEVELOPMENT BONUS II TIER 1: TIER 2: TIER 3: TIER 4: > AGENCY At least 225% of your 150% to 224% of your 90% to 149% of your Less than 90% of your DEVELOPMENT baseline cash flow baseline cash flow baseline cash flow baseline cash flow BONUS II SCHEDULE New agency requirements *Commission and bonus amounts are subject to change.
  • 12.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY ESTABLISHMENT BONUS New agency incentives Start-up agencies are eligible to receive an Agency Establishment Bonus in month 4 of affiliation. > WHAT’S YOUR TIER The amount of the bonus will be based on your tier, which is determined by your cumulative > AGENCY ESTABLISHMENT Property & Casualty production in months 1 to 3 relative to your baseline market goals for BONUS > AGENCY that time period. DEVELOPMENT BONUS I > AGENCY DEVELOPMENT TIER 1: TIER 2: TIER 3: TIER 4: BONUS I SCHEDULE $10,000 $7,500 $5,000 $0 > AGENCY DEVELOPMENT BONUS II > AGENCY DEVELOPMENT BONUS II SCHEDULE New agency requirements
  • 13.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I New agency incentives The Agency Development Bonus I (ADB I) is a monthly bonus that is based on new Property & > WHAT’S YOUR TIER Casualty business you write the previous month. > AGENCY ESTABLISHMENT BONUS Here’s how it works: > AGENCY • Based on your tier for a given month, a bonus rate will • ADB I will be paid to qualifying agencies in months 2 to DEVELOPMENT BONUS I be applied to your current month’s net new Property & 37 of affiliation > AGENCY Casualty written premium (see bonus rates by tier DEVELOPMENT • If you qualify, the bonus will be paid in the following month BONUS I SCHEDULE and month) > AGENCY DEVELOPMENT BONUS II In addition, you may be eligible for ADB I bonus through month 48 depending on your Property & Casualty production levels. > AGENCY DEVELOPMENT • In months 38 to 49 for any month you achieve Tier 1 • In months 38 to 43 for any month you achieve Tier 2 BONUS II SCHEDULE status during months 37 to 48 status during months 37 to 42 New agency requirements
  • 14.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 1 33.000% 30.000% 27.000% 0.000% > AGENCY ESTABLISHMENT 2 33.000% 30.000% 27.000% 0.000% BONUS 3 33.000% 30.000% 27.000% 0.000% > AGENCY 4 32.250% 29.025% 25.800% 0.000% DEVELOPMENT BONUS I 5 31.500% 28.350% 25.200% 0.000% > AGENCY 6 30.750% 27.675% 24.600% 0.000% DEVELOPMENT BONUS I SCHEDULE 7 30.000% 27.000% 24.000% 0.000% > AGENCY 8 29.250% 26.325% 23.400% 0.000% DEVELOPMENT 9 28.500% 25.650% 22.800% 0.000% BONUS II 10 27.750% 24.975% 22.200% 0.000% > AGENCY DEVELOPMENT 11 27.000% 24.300% 21.600% 0.000% BONUS II SCHEDULE 12 26.250% 23.625% 21.000% 0.000% New agency 13 25.500% 22.950% 20.400% 0.000% requirements 14 24.750% 22.275% 19.800% 0.000% 15 24.000% 21.600% 19.200% 0.000% 16 23.250% 20.925% 18.600% 0.000% Months 17-32
  • 15.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 17 22.500% 20.250% 18.000% 0.000% > AGENCY ESTABLISHMENT 18 21.750% 19.575% 17.400% 0.000% BONUS 19 21.000% 18.900% 16.800% 0.000% > AGENCY 20 20.250% 18.225% 16.200% 0.000% DEVELOPMENT BONUS I 21 19.500% 17.550% 15.600% 0.000% > AGENCY 22 18.750% 16.875% 15.000% 0.000% DEVELOPMENT BONUS I SCHEDULE 23 18.000% 16.200% 14.400% 0.000% > AGENCY 24 17.250% 15.525% 13.800% 0.000% DEVELOPMENT 25 16.500% 14.850% 13.200% 0.000% BONUS II 26 15.750% 14.175% 12.600% 0.000% > AGENCY DEVELOPMENT 27 15.000% 13.500% 12.000% 0.000% BONUS II SCHEDULE 28 14.250% 12.825% 11.400% 0.000% New agency 29 13.500% 12.150% 10.800% 0.000% requirements 30 12.750% 11.475% 10.200% 0.000% 31 12.000% 10.800% 9.600% 0.000% 32 11.250% 10.125% 9.000% 0.000% Months 1-16 Months 33-48
  • 16.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS I SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 33 10.500% 9.450% 8.400% 0.000% > AGENCY ESTABLISHMENT 34 9.750% 8.775% 7.800% 0.000% BONUS 35 9.000% 8.100% 7.200% 0.000% > AGENCY 36 8.250% 7.425% 6.600% 0.000% DEVELOPMENT BONUS I 37 7.500% 6.750% 0.000% 0.000% > AGENCY 38 6.750% 6.075% 0.000% 0.000% DEVELOPMENT BONUS I SCHEDULE 39 6.000% 5.400% 0.000% 0.000% > AGENCY 40 5.250% 4.725% 0.000% 0.000% DEVELOPMENT 41 4.500% 4.050% 0.000% 0.000% BONUS II 42 3.750% 3.375% 0.000% 0.000% > AGENCY DEVELOPMENT 43 3.000% 0.000% 0.000% 0.000% BONUS II SCHEDULE 44 2.250% 0.000% 0.000% 0.000% New agency 45 1.500% 0.000% 0.000% 0.000% requirements 46 1.000% 0.000% 0.000% 0.000% 47 1.000% 0.000% 0.000% 0.000% 48 1.000% 0.000% 0.000% 0.000% Months 17-32
  • 17.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS II New agency incentives The Agency Development Bonus II (ADB II) is a monthly bonus that is based on your agency’s > WHAT’S YOUR TIER growth of Policies in Force (PIF) over the previous month. > AGENCY ESTABLISHMENT BONUS Here’s how it works: > AGENCY • Based on your tier for a given month, a dollar amount • ADB II will be paid to qualifying agencies in months 4 to DEVELOPMENT BONUS I will be applied to your current month’s Property & 39 of affiliation > AGENCY Casualty Policies in Force growth over the prior month* DEVELOPMENT • If you qualify, the bonus will be paid two months later BONUS I SCHEDULE (see dollar amounts by tier and month) > AGENCY DEVELOPMENT BONUS II In addition, you may be eligible for ADB II bonus through month 48 depending on your Property & Casualty production levels. > AGENCY DEVELOPMENT • In months 40 to 51 for any month you achieve Tier 1 • In months 40 to 45 for any month you achieve Tier 2 BONUS II SCHEDULE status during months 38 to 49 status during months 38 to 43 New agency requirements *Special rules apply if PIF growth is negative.
  • 18.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player AGENCY DEVELOPMENT BONUS II SCHEDULE New agency incentives PRODUCTION TIER 1 TIER 2 TIER 3 TIER 4 MONTH > WHAT’S YOUR TIER 2-13 $50.00 $45.00 $40.00 $0.00 > AGENCY ESTABLISHMENT 14-25 $45.00 $40.50 $36.00 $0.00 BONUS 26-36 $40.00 $36.00 $32.00 $0.00 > AGENCY 37-42 $35 .00 $31.50 $0.00 $0.00 DEVELOPMENT BONUS I 43-49 $35.00 $0.00 $0.00 $0.00 > AGENCY DEVELOPMENT BONUS I SCHEDULE > AGENCY DEVELOPMENT BONUS II > AGENCY DEVELOPMENT BONUS II SCHEDULE New agency requirements
  • 19.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER START-UP OWN YOUR OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES AGENCY OWN BUSINESS BUYER AND SUPPORT REWARDS SUPPORT TO MARKET I am: A team player VALIDATION REQUIREMENTS New agency incentives In the first year of agency affiliation, we’ll ask that you meet our production requirements for New agency both Property & Casualty and Allstate Financial. requirements Property & Casualty (P&C) requirement: Allstate Financial requirement: • Derived from your baseline cash flow • $5,000 or more in Allstate Financial production credit • Minimum of 90% of the baseline cash flow (Tier 3 level) • Needs to be achieved within first 6 months of affiliation • Needs to be achieved within first 6 months and again • Can be achieved solo or with partnership with Exclusive at month 12 of affiliation Financial Specialist All validation requirements are conditions of the agency owner relationship. Failure to meet any of the validation requirements will lead to termination of the Agency Agreement.
  • 20.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OUTSIDE OWN YOUR START-UP EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES BUYER OWN BUSINESS AGENCY AND SUPPORT REWARDS SUPPORT TO MARKET I am: Agreeable Purchasing an existing agency I AM: Agreeable GOOD. Allstate lets you have the option of purchasing an existing Allstate agency, giving you the advantage of buying a business that’s already up and running.* ® *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 21.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OUTSIDE OWN YOUR START-UP EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES BUYER OWN BUSINESS AGENCY AND SUPPORT REWARDS SUPPORT TO MARKET I am: Agreeable IS BUYING AN EXISTING ALLSTATE AGENCY RIGHT FOR YOU? Purchasing an existing agency When you purchase an existing Allstate agency of greater than 750 Property & Casualty policies, you’re considered an “outside buyer.” You have the advantage of buying a business that’s already up and running. There are several questions to think about when it comes to purchasing an existing book of business.* Do I have sufficient liquid capital to invest in What is the value of the agency? growing the business? Will the agency staff be retained after the purchase? What is the business environment in the area? What is their value? Are there any staffing issues? What are the factors that may affect customer Will I be able to retain the existing location? retention in the book of business? What legal issues should be considered? What are the agency’s financial results over the How will the agency purchase be financed? past three years? What is the market opportunity to grow the business? Is it operating efficiently? *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 22.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious Good Hands Certification Program Education from experts I AM: Tenacious Field support GOOD. At Allstate, we believe the more you know, the more you’ll grow. We provide the education you and your staff need to start your business — at no cost to you. ®
  • 23.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET GOOD HANDS CERTIFIED . CM Good Hands Certification Program Allstate offers Good Hands Certification, an ongoing educational program that keeps you on Education top of your game. from experts Field support • Helps you provide customers with a superior level of service in your agency • Helps your agency achieve higher levels of productivity • Watch short online videos to learn about new products, successful sales and retention processes, and relationship-building tactics • Uses a simple point system that allows you the flexibility to complete an online education program from your agency and the option to attend live events in your area
  • 24.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET THE EDUCATION YOU NEED TO GET AHEAD. Good Hands Certification Program Allstate provides education for agency owners and their entire staff on products, sales Education techniques and processes. from experts Field support • New Agency Owner Education (NAOE) takes • Once you have successfully completed the Education approximately 5 weeks Program, you will receive a $3,000 bonus payable in • Education is conducted regionally and at the Allstate the first month of affiliation National Sales Education Center (NSEC) • Program includes Auto, Property, Allstate Financial and Run the Business track which is designed to help with the set up and operational side of your agency
  • 25.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER EDUCATION OWN YOUR START-UP OUTSIDE THE FINANCIAL OTHER ALLSTATE FROM YES AND SUPPORT OWN BUSINESS AGENCY BUYER REWARDS SUPPORT TO MARKET I am: Tenacious GET ONGOING SUPPORT FROM A FIELD SALES LEADER. Good Hands Certification Program Allstate has a robust team, including a dedicated sales leader, who works with you to make Education sure you have what you need to succeed. from experts Field support • Business planning • Sales and marketing • Ongoing education • Business results review • Roadmap for the future
  • 26.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient Property & Casualty commissions Allstate Financial opportunity I AM: Impatient. Resources for GOOD. We’ve structured our compensation Growth programs to help ensure you’ll have cash Awards and recognition flow from the start. From there, your earning Benefits for potential is unlimited. high performance ®
  • 27.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient PROPERTY & CASUALTY COMMISSIONS SCALE Property & Casualty commissions COMMISSION AMOUNT BY LINE* NEW % SUBSEQUENT RENEWAL % Allstate Financial opportunity PROPERTY & CASUALTY Resources for Standard Auto 10 10 Growth Motorcycle 10 10 Awards and Off-Road Vehicle 10 10 recognition Non-Standard Auto 8 8 Benefits for Commercial — Nonfleet 10 10 high performance Personal Property 10 10 Boat 10 10 Landlord Package 10 10 Manufactured Home 10 10 Condo and Renters 10 10 Commercial Casualty — Fleet 10 10 COMMERCIAL CASUALTY — ALL OTHER First $2,500 20 10 Over $2,500 12 10 *Excludes state exceptions.
  • 28.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient EARN COMMISSIONS YOURSELF OR WITH AN EXCLUSIVE FINANCIAL SPECIALIST. Property & Casualty commissions Our extensive financial portfolio includes term and permanent life, annuities and variable Allstate Financial products. Allstate offers the opportunity to write Life and Financial Products two ways. opportunity Resources for • Partner with an Allstate Exclusive Financial Specialist* • Write life and financial products on your own Growth (EFS), a specialist in life, savings and financial products (“Solo” business) Awards and (“Shared” business) recognition Benefits for Whether you want to work with someone else or go it alone, you can earn credit toward production goals, bonuses high performance and awards. In addition, Allstate Financial enhanced commission scales are based on your productivity — the more you write, the higher the commission scale. *Financial Specialist in NY.
  • 29.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient GET REWARDED FOR BALANCED PERFORMANCE. Property & Casualty commissions Resources for Growth is a point-based measurement system designed to recognize and Allstate Financial reward agencies that achieve balanced performance. opportunity Resources for Agency performance is measured on seven key Points are distributed across six Resources for Growth tiers. Growth business objectives: Platinum (7.5 – 10.5 points) Bronze (2.5 – 5.4 points) Awards and recognition 1. Retention of Property & Casualty business Gold (6.0 – 7.4 points) Standard (0.1 – 2.4 points) (start-ups only) Silver (5.5 – 5.9 points) Base (0 points or less) Benefits for high performance 2. Growth in Standard Auto Items in Force These tiers will be used to determine your rewards across 3. Acquisition of new emerging business lines multiple areas including: 4. Profitability (does not apply to start-up agencies) • Agency bonus 5. Allstate Financial Production Credit for solo • Awards and recognition and/or partnership sales • Expected results 6. Life policies sold • Qualification for other business opportunities 7. Agency Loyalty Index — based on annual survey score (does not apply to start-up agencies)
  • 30.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient NOBODY AWARDS AND RECOGNIZES LIKE ALLSTATE. Property & Casualty commissions As an Allstate agency owner, you’ll have the opportunity to qualify for our exciting awards and Allstate Financial recognition along with your peers. opportunity Resources for Regional Honor Ring Banquet Inner Circle Elite Growth • Hosted by the Field Senior Vice President (FSVP) — • Add-on trip to Chairman’s Conference with spouse Awards and Additional details will be shared with you by your region or guest recognition National Conference Leaders Forum Benefits for high performance • Company-wide conference trip with spouse or guest • Business meeting for top agency owners to network, share Circle of Champions a wealth of ideas and learn from the “best of the best” • Company-wide conference trip with spouse or guest
  • 31.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER THE FINANCIAL OWN YOUR START-UP OUTSIDE EDUCATION OTHER ALLSTATE FROM YES REWARDS OWN BUSINESS AGENCY BUYER AND SUPPORT SUPPORT TO MARKET I am: Impatient CONSISTENT GROWTH AND CUSTOMER LOYALTY MEANS MORE BENEFITS FOR YOU. Property & Casualty commissions Agencies that consistently grow their business and receive high ratings in customer loyalty Allstate Financial satisfaction may also enjoy these benefits: opportunity Resources for Executive Advantage Premier Service Agency (PSA) Growth • Based on your RFG tier achievement, you will receive • Receive high-value web leads from allstate.com Awards and a preloaded Executive Advantage card from Citibank • Receive priority placement on “Find an Agent” recognition • Use card to purchase resources (e.g., direct mail, on allstate.com Benefits for telemarketing, office furniture) to help further brand, • Receive Executive Advantage boost high performance grow and manage your business • Be eligible to purchase additional agencies Customer Focused Acquisition • Enables small/medium-sized agencies to purchase ® economic interest in a small book of business and Executive consolidate it with their existing book Advantage COM MER CIA L Agency Resource Card • Designed to help high-performing agencies grow 547 2 Vali d from Exp irati on date
  • 32.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero Marketing support Operational support I AM: A GOOD. Being an Allstate Agent is about building relationships with customers and the community. We provide you with the tools to tell your story. ®
  • 33.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero WE HELP DRIVE YOUR BUSINESS. Marketing support Operational support Allstate is an industry leader in national and regional advertising and sponsorships, including TV, online, print, outdoor, in movie theaters and more. These efforts drive consumers to the Allstate brand and to you. Yellow Pages Co-op • Agencies can purchase Allstate Yellow Pages • Receive up to 50% reimbursement for company-approved print/internet advertising through Berry Network. advertising expenses per year (up to $4,500 for first- During the first year of appointment, start-up year start-up agencies); actual co-op allowance may agencies can get up to $2,500 in Yellow Pages vary by agent advertising paid by Allstate. Co-op ads Other • Customizable direct mail, brochures, premium items Group print display ads and more are available to you for little or no cost
  • 34.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OTHER ALLSTATE OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL FROM YES SUPPORT OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS TO MARKET I am: A hero YOUR OFFICE IS YOUR COMMAND CENTER. Marketing support Operational support Make your office work for you. Allstate offers a variety of options for creating a professional environment for you, your staff and customers. Branded Retail Environment (BRE) Agency Choice Technology (ACT) • Design your office to help enhance • ACT: Provides you flexibility to lease/purchase your customers’ experience technology (within Allstate’s specifications) that • Includes furniture, lighting, signage, meets your unique needs sales displays and choice of either a • You select the technology vendor for installation beacon sign or reception desk and support • In order to receive a $3,300* non-cash award, you must participate in the BRE Welcome Suite Plus Package program (start-up agencies only) Beacon sign *In the states of Illinois, Alaska and Hawaii, the non-cash award is valued at a different amount.
  • 35.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined Time horizon I AM: Determined. GOOD. Because no company out there offers a faster-to-market opportunity for success like Allstate.* ® *Assumes all background and financial checks, licensing and education requirements are met.
  • 36.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE 1 REVIEW PROGRAM REQUIREMENTS > FINALIZE > OUTSIDE BUYER Review the program with an Allstate recruiter or field sales leader. > FULL TIMELINE Complete the pre-screening evaluation. Review the materials on allstate.com/recruitment to better familiarize yourself with the agency owner opportunity. Next Complete the Agency Selection Questionnaire online. Step 1 of 4
  • 37.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE BEGIN THE PROCESS REQUIREMENTS 2 > FINALIZE > OUTSIDE BUYER Meet with a field sales leader for an in-depth discussion of the Allstate agency opportunity. > FULL TIMELINE Understand your options regarding buying an existing agency or starting from “scratch.” Develop site selection options for your agency location and review with the field Back sales leader. Next If you don’t already have your insurance licenses, you may want to begin this process right away so that your appointment with Allstate is not delayed. Step 2 of 4
  • 38.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE COMPLETE REQUIREMENTS REQUIREMENTS 3 > FINALIZE > OUTSIDE BUYER Complete a detailed financial review including cash flow and liquid capital requirements. > FULL TIMELINE Complete your business plan focusing on staffing, marketing and operating your agency. Finalize all pertinent documents to ensure approval of your appointment with Allstate. Back Receive final approvals to become an Allstate Exclusive Agent. Next Step 3 of 4
  • 39.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE FINALIZE REQUIREMENTS 4 > FINALIZE > OUTSIDE BUYER Once licensing is completed and your appointment file is approved, the Education > FULL TIMELINE Phase begins. During this time, establishing your agency location is underway (finalizing your lease, technology and phone systems, signage, etc.).* Back Next Interview and hire Licensed Sales Producers if you so choose to staff your agency. Begin generating sales and marketing leads. Hold your agency grand opening! Step 4 of 4 *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 40.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon Becoming an agency owner typically takes 3 to 9 months. > REVIEW PROGRAM > BEGIN THE PROCESS > COMPLETE ADDITIONAL STEPS FOR OUTSIDE BUYERS REQUIREMENTS + > FINALIZE > OUTSIDE BUYER Your field sales leader will be able to help you identify potential agencies available for sale. > FULL TIMELINE Begin negotiations with seller to purchase the economic interest in the agency. Obtain preliminary approval for the buyer and seller to continue with the sale process. Back Determine if you will need financing for the purchase and begin these arrangements. Finalize the terms of the sale with the selling agent. Advise your field sales leader and complete appropriate documents to obtain final approvals.
  • 41.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER FROM YES OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE TO MARKET OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT I am: Determined FROM YES TO MARKET Time horizon REVIEW PROGRAM BEGIN THE PROCESS COMPLETE REQUIREMENTS FINALIZE > REVIEW PROGRAM 1 2 3 4 > BEGIN THE PROCESS Review the program with an Allstate Meet with a field sales leader for an Complete a detailed financial review Once licensing is completed and your recruiter or field sales leader. in-depth discussion of the Allstate including cash flow and liquid capital appointment file is approved, the > COMPLETE agency opportunity. requirements. Education Phase begins. REQUIREMENTS Complete the pre-screening evaluation. Understand your options regarding Complete your business plan focusing During this time, establishing your > FINALIZE Review the materials on allstate.com/ buying an existing agency or starting on staffing, marketing and operating agency location is underway (finalizing recruitment to better familiarize yourself from “scratch” (see below for additional your agency. your lease, technology and phone > OUTSIDE BUYER with the agency owner opportunity. steps for outside buyers). systems, signage, etc.).* Finalize all pertinent documents to > FULL TIMELINE Complete the Agency Selection Develop site selection options for your ensure approval of your appointment Interview and hire Licensed Sales Questionnaire online. agency location and review with the with Allstate. Producers if you so choose to staff field sales leader. your agency. Receive final approvals to become an If you don’t already have your Allstate Exclusive Agent. Begin generating sales and marketing insurance licenses, you may want to leads. begin this process right away so that your Hold your agency grand opening! appointment with Allstate is not delayed. ADDITIONAL STEPS FOR OUTSIDE BUYERS + Your field sales leader will be able to Begin negotiations with seller to purchase Determine if you will need financing Advise your field sales leader and help you identify potential agencies the economic interest in the agency. for the purchase and begin these complete appropriate documents to available for sale. arrangements. obtain final approvals. Obtain preliminary approval for the buyer and seller to continue with the Finalize the terms of the sale with the sale process. selling agent. *Subject to all terms and conditions as outlined in the Allstate Exclusive Agency Agreement.
  • 42.
    Home • Contactus BUILDING A BUSINESS AS AN ALLSTATE AGENCY OWNER OWN YOUR START-UP OUTSIDE EDUCATION THE FINANCIAL OTHER ALLSTATE FROM YES OWN BUSINESS AGENCY BUYER AND SUPPORT REWARDS SUPPORT TO MARKET This document highlights the R3001 Agency opportunity.* Agency owners are independent contractors and are not employees of Allstate. Multiple factors contribute to the success of an Allstate Agency. As such, individual results will vary. All information, including bonus, revenue, compensation, and education information is subject to change. See the R3001 Exclusive Agency Agreement, the Exclusive Agency Independent Contractor Manual, the Exclusive Agency Independent Contractor Reference Guide, the Supplement for the R3001 Agreement, and the Allstate Agency Standards for full details. This overview is confidential and proprietary information which is the exclusive property of Allstate Insurance Company and its affiliates, and subsidiaries, including Allstate Life Insurance Company (the “Company”), and may not be disclosed to third parties, other than outside advisors or as required by law, without first having obtained written permission from Allstate Insurance Company. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. 877-525-5727. Commission and bonus amounts are subject to change. Allstate is an Equal Opportunity Company. For more information, contact Allstate toll-free at 877-711-1006, or visit allstate.com/recruitment. ©2011 Allstate Insurance Company, Northbrook, IL. allstate.com 4/11 *Excludes Allstate New Jersey.