WHY YOUR AGENCY NEEDS B-FILE?

Truth be told, you and your sales staff don’t like talking about Life or Retirement with your new and renewal customers. B-File is a liability calculator that prompts your team to have a scripted conversation to properly asses the customer's true liability protection needs. While your team is having the B-File conversation, the system is identifying future P&C Cross-Sell opportunities and Life and Retirement prospects, making it easier for your agency to identify all of the missing items in the household.

There's more in your existing book of business than you know. Unlock it all with B-File!

Latest Update: B-File is now available in Spanish!

See what the #1 Allstate agency 
in the country has to say.

“In 2017 my Allstate agency did over 130,000 of production credit and issued over 100 IPS's simply because of B-File. I could not run my agency without it.” - Jeff Babisz

Improve Your Agency With B-File

Now introducing B-OnBoard.
A Virtual On-Boarding solution that increases
your Life & Retirement Opportunities.

Create 10 B-Files in 30 days and receive a $25 Amazon gift card!

OFFER VAILD FOR NEW CUSTOMERS ONLY