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Agent Assist from Colonial Life brings your leads to the palm of your hand!
Agent Assist from Colonial Life brings your leads to the palm of your hand! Manage your prospect account from wherever you are – helping you focus your efforts and give you more control over your sales results.
With the mobile app you can:
- Look up prospect details on the go.
- Start new calls with just one tap.
- Save time by adding voice memos to call, drop and meeting notes so everyone can be up to date on the progress.
- Explore your business on a map view.
- Review prospect notes and activity to get prepared for a meeting.
- Add future meetings and activities to your daily plan.
- Review your weekly lead activities and statuses in dynamic graph views.
- See status updates and information on existing accounts.
What's New in the Latest Version 3.1.2
Last updated on Jun 3, 2024
What’s new in this release:
Broker directory
RBM’s search for brokers within and outside your hierarchy.
Protected/Unprotected indicator
Broker vitals update and new filter option to sort your leads.
CBS suitable
Filter and search your list for CBS suitable accounts.
Lead email templates
Client leads now has email templates.
Digital postcards
Improved digital postcards for accounts.
Feel free to send us any comments or questions through our in-app feedback link. In your Settings page.
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Agent Assist
3.1.2 by Colonial Life
Jun 3, 2024