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Setting you up for life and retirement lead success

Help more customers secure the life insurance and retirement protection they need. Allstate's Lead Manager tool helps you easily engage your high propensity leads and offer solutions to protect what matters most.

Simplify your approach to meeting customers' needs and growing your business

Follow this simple, repeatable process to connect with the right prospects at the right time using the Lead Manager tool.
Get started with Lead Manager
Connect with your leads over the phone
Connect with your leads through email and direct mail
Track and manage lead activity
A financial professional logging into Lead Manager.
Get started with Lead Manager

The leads you have available in Lead Manager provide you with new opportunities to connect with existing Allstate customers. You’ll need to log in at least 11 days prior to starting a campaign or leads will be delayed. Because of this, you may not have active leads when you initially log in. As you begin, start small, use the resources available within the tool, set achievable goals to make calls and share successes.

Access Lead Manager tool on Allstate’s platform.

Connect with leads over the phone

The most valuable part of the process is reaching out and contacting the customer. As you begin working your leads, start a conversation using the Conversation Starters on the Lead Resources page.

A financial professional calling a customer about life insurance solutions.
Close up image of a financial professional composing an email on her laptop.
Connect with leads through email and direct mail

The eAgent email templates and Target and Grow mailers are both integrated into the Lead Manager tool, making it easy for you to send templated marketing campaigns to prospects.

Access both of these templates in the Lead Manager tool on Allstate's platform.

Track and manage lead activity

As you interact with customers, save your notes in Lead Manager to keep up with the status of your leads. In the Activity tab of the Lead Log, document your conversations and set any relevant tasks. Use Quick Actions to easily schedule appointments and tasks for follow up.

Access both of these features in the Lead Manager tool on Allstate's platform.

Two financial professionals review their leads in the Lead Manager tool.

Strengthen the success of your lead management efforts

Our lead resources show you how to source leads from in and outside of Allstate's Lead Manager tool, start the conversation and respond to common objectives.

Other related topics

Financial professional explaining the basics of life insurance to his clients
Understanding the basics of life insurance
A financial professional meeting with a woman about retirement planning.
Understanding the basics of retirement planning
Financial professional using Protective resources to support her conversation with customers.
Resources to support your customer conversations

We’re here for you

Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.