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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.
Uploaded by
ريم العراقييه
Requires Android
Android 6.0+
Category
Report
Last updated on Sep 25, 2024
What’s new in this release:
Calendar invites
Create and run your appointments more efficiently. Schedule and send calendar meeting invites from your leads with ease.
Schedule emails
Plan ahead! Schedule emails to send at a later time directly from your lead, account or broker.
Recruitment
New meeting results, mark candidates as contracted and handle no shows.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.¬
Agent Assist
3.1.5 by Colonial Life & Accident Insurance Company
Sep 25, 2024