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June 3, 2024
Question

Upcoming change regarding the SimplyInsured integration within QuickBooks

  • June 3, 2024
  • 3 replies
  • 15 views

How do I connect existing plan to Allstate when there is not a prompt under the benefits tab to do so?

3 replies

Moderator
June 3, 2024

Welcome to the Community, @RLF3.


I want to assist you here promptly. However, may I ask what you can see on your device when you're under the benefits tab? This way, we can give you the necessary resolution you need.


A screenshot and any additional information will be highly appreciated. Please cover any sensitive information if you're going to provide a screenshot.


I'll be on the lookout for your response. Stay safe.

July 17, 2024

Similar issue. I select "Finish connecting plan" from the Benefits tab and a blank pop-up appears (see attached image). Yes, I've cleared cache, cookies, and tried several different browsers and machines. I called support and the resolution was to submit all my information to [email address removed] (which seemed a little sketchy). 

July 17, 2024

This was the resolution path for Allstate Support: VP Group Customer Service | Vela Point