Built exclusively for Allstate agents

Know your numbers.
Make your plan pencil.

The only planning platform built for Allstate agents. Model your book, project your bonus, calculate your investment — and finally see a clear path to growth.

Get Started See How It Works

30-day money-back guarantee · No questions asked

What it does

Everything your agency needs.
Nothing it doesn't.

Six interconnected planning modules that talk to each other — so changing one number updates everything instantly.

01 — Dashboard
Goal Calculator

See exactly how many quotes you need each month to hit ABO, maintain VC, reach your VC goal, or earn your target bonus. Click any goal to set your budget automatically.

02 — Metrics
12MM & Book Projection

Enter your current 12-month earned premium and see your projected year-end book based on your growth plan. Tier-specific renewal rates for Elite, Pro, and Emerging.

03 — P&L
Profit & Loss Planning

Model your full agency P&L with AI-assisted import. Upload a PDF or spreadsheet and let the system categorize your expenses automatically.

04 — Wages
Full Payroll Costing

Calculate true employer cost including CA payroll taxes, FUTA, 401(k) match, and health benefits. See fully-loaded cost per salesperson, telemarketer, and service rep.

05 — Bonus
Agency Bonus Modeling

Enter your growth points grid from Allstate and model exactly what bonus you'll earn. Accounts for attrition, net growth items, and loss ratio eligibility.

06 — Marketing
Lead Spend Calculator

Enter your cost per lead, contact, transfer, and close ratios. Get a precise monthly marketing budget and recommended headcount to hit any goal.

Meet Ainsley

Your AI agency coach.
On call 24/7.

Ainsley isn't a generic chatbot. She knows your 12MM, your retention, your bonus grid, and your budget — and can answer real questions about your real numbers.

Ask "What do I need to hit 4% bonus this year?" and get a specific answer.
Tell her to update your budget, add employees, or navigate to any page.
Run what-if scenarios: "What if my close ratio improves to 15%?"
Get plain-English explanations of why any number is red or green.
Ainsley
MakeItPencil AI · Knows your numbers
What do I need to hit 4% bonus this year?
Based on your current book and 80% retention, you're losing ~1,844 items annually. To hit 9,134 growth points for the 4% tier you need to write 913 net new items — about 230/month.

At your current close ratio that means:
1,770 quotes/mo $88,462/mo budget
Set my budget to hit that goal
Done — budget updated to $88,462/mo. Your dashboard now shows projected profit at a 40.5% margin.
Pricing

One payment.
Yours for the year.

No subscriptions. No monthly charges. Pay once and plan all year — whether you're running a $2M book or a $20M one.

One-Time Purchase
MakeItPencil

Full platform access for Allstate agents. Pay once, plan all year.

$99
one-time · renews annually
  • Dashboard & Goal Calculator
  • Full Bonus Modeling
  • 12MM & Book Projection
  • Wages & Payroll Costing
  • P&L Planning + AI Import
  • Ainsley AI — unlimited
  • Lead & Marketing Calculator
  • All future updates included
Get Started

30-day money-back guarantee · No questions asked

Questions? Email [email protected]

Ready to make your numbers pencil?

Join Allstate agents who use MakeItPencil to plan smarter, spend less, and grow with confidence.

Get Started

30-day money-back guarantee · No questions asked