Agent Assist
by Colonial Life & Accident Insurance Company
Agent Assist from Colonial Life brings your leads to the palm of your hand!
| App Name | Agent Assist |
|---|---|
| Developer | Colonial Life & Accident Insurance Company |
| Category | Business |
| Download Size | 45 MB |
| Latest Version | 4.0.5 |
| Average Rating | 3.69 |
| Rating Count | 49 |
| Google Play | Download |
| AppBrain | Download Agent Assist Android app |
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.
Recent changes:
Fastforms
Fastforms is now live—submit new business and update accounts faster.
NLOC
See your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result and updated filters to focus your rework efforts.
Cross brand solutions quoting
CBS quoting on the go! Submit new quotes and upload census information in the app.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
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.
Recent changes:
Fastforms
Fastforms is now live—submit new business and update accounts faster.
NLOC
See your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result and updated filters to focus your rework efforts.
Cross brand solutions quoting
CBS quoting on the go! Submit new quotes and upload census information in the app.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
