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RLF3
Level 1

Upcoming change regarding the SimplyInsured integration within QuickBooks

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

3 Comments 3
RogelioL
QuickBooks Team

Upcoming change regarding the SimplyInsured integration within QuickBooks

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.

MT77
Level 1

Upcoming change regarding the SimplyInsured integration within QuickBooks

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). 

MT77
Level 1

Upcoming change regarding the SimplyInsured integration within QuickBooks

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

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