Crump / Allstate New York Resource Guide Everything You Need to Know About Writing Business in New York

The Crump/Allstate relationship in New York offers you access to life, disability and long term care/linked benefits, as well as the tools, resources, and dedicated teammate support made available through Crump. Allstate financial professionals in the state of New York have unique opportunities to partner with Crump, including access to a highly competitive suite of universal life products, and simplified, non medical solutions for term life insurance.

Crump / Allstate Educational Opportunities

Understanding the Tax Advantages of LTC and Linked Benefit Solutions

Tuesday, November 30 at 2:00 p.m. ET

Please be on the look out for our weekly Crump emails or check back here for more opportunities to register!

New York Best Interest: Regulation 187 (Reg. 187)

Prior to submitting any application for a policy issued in New York, producers MUST complete all carrier-required training. Completion of the state specific RegEd training you've already completed through Allstate does not preclude you from having to complete a carrier's product specific training prior to submitting business.

While not required by Crump, the best interest documentation and fact-finding tools below have been created to help keep your NY business organized and help ensure you are meeting the guidelines set forth by NY Reg. 187.

Life Insurance Needs Analysis

Best Interest Regulation Checklist for Insurance Professionals

Errors and Omissions (E&O)

Financial Specialists and Agency Owners in NY: prior to submission, we require a copy of your individual E&O policy. To ensure we have documentation of your E&O policy in your file, please add or update your Crump contracting profile by selecting Get Contracted within the Crump Transaction Center.

LSPs in NY: if an LSP is listed as a writing agent on an application, prior to submission, we require a current copy of the agency owner’s E&O policy AND a letter of proof of coverage from the E&O company clarifying an LSP is covered by the policy. If there are multiple LSPs covered, one letter with all their names is best.

Licensing and Contracting

Creating a User Profile in the Crump Contracting tool is very important to streamlining your Crump relationship. If you have not already done so, please log-in to the Allstate/Crump website and visit the Crump Transaction Center. From there, you will find the Contracting tool and below is a step by step guide toward getting this important step completed.

Contracting - Step by Step

Carrier Resources for Life Insurance Awareness Month

Crump Carrier Sponsors always do a great job participating in LIAM. Check out their resources, ideas, and more.

Carrier and Product Availability in New York

Find more information and detailed product specifications by logging on to the Allstate/Crump website and navigating to the Product Solution Centers > Life Solution Center tab.

Click here for a complete listing of Allstate approved carriers for sale in the state of New York.

Non-Medical Term Life Insurance in New York

Foresters Your Term | Fixed period, level term life insurance with guaranteed premium and death benefit amounts.

Product Guide


Quick Product Reference Guide

Accelerated Death Benefit Rider Fact Sheet

Life Sales Illustration Support

The best way to receive a quote/illustration from our Crump Life Sales Team is to complete and email our Illustration Request Form to HBGSalesSupport@Crump.com. You may also reach out toll-free to 888-770-2155, Options 3, 2, 1 to speak with a member of our Life Sales Team. Upon receipt of a request, our life sales team is typically able to deliver quotes/illustrations to producers within 24 hours, and we work to have them arrive as soon as possible.

If you prefer to run your own universal life or whole life illustrations without our pre-sale support, registering for WinflexWeb will provide you access to the illustrative technology and dashboard to support this sales preference. Once registered for WinflexWeb, please allow up to 48 hours for a carrier to approve your access. Note: not all carriers are approving at this time.

For term life comparisons, our Quick Quote tool within the Crump Transaction Center will help you navigate and select solutions on a comparative basis – including innovative sales and underwriting filters to ensure outputs are meeting customer needs.

Crump's Transaction Center

Makes new business processing faster and easier than ever!

Transaction Center Overview

Upload Overview

DropTicket Overview

eApp Overview

Contact Your Crump Team Today! 888.770.2155, option 3

For Insurance Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services, Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states. 03.21

Copyright © 2021 Crump Life Insurance Services, Inc.


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