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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.
Last updated on May 3, 2024
Broker Task Activity
Task activities are now within the broker section. You now have the flexibility to input free-form text task activities.
Target Brokers
Regional Broker Managers! You can now filter your My brokers list and work your 2024 Target Brokers through Agent Assist.
These new features enhance the efficiency of broker relationship building.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
Uploaded by
Hrithik
Requires Android
Android 6.0+
Category
Report
Agent Assist
3.1.0 by Colonial Life
May 3, 2024