Agent Assist

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:
What’s new in this release:
Calendar invites
Schedule and send calendar meeting invites with your recruitment candidates.

Schedule send emails
Schedule postcards or standard emails to send at a later time. Four new recruitment postcards are now available.

Recruitment filters
Filter your candidates list for licensed candidates.

Lead tagging
Tag your client and broker leads as 'Hot' or 'Warmed'. They will pin to top of your leads list.