How to Access Allstate Statements
Step 1: Access the Agent ID
Wait for the Allstate system to load.
Click on the first Agent ID listed.
Step 2: Navigate to Statements
After selecting the Agent ID, look for the option labeled 'Statements'.
Click on 'Statements' to proceed.
Step 3: Download CSV Statements
Within the Statements section, find the CSV options.
Select the appropriate CSV statement for the desired time period.
Step 4: Download Monthly Statements
Repeat the process for the monthly statements.
Ensure you select the same time period as the CSV statements.