Agent Assist

Agent Assist的历史版本

• 
  4.0.2(628)XAPKAPKs

  2025年03月10日43.7 MBAndroid 7.0+更新日志
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  4.0.2版本更新

  更新于2025年03月10日

  App improvements

• 
  3.1.7(617)XAPKAPKs

  2025年01月17日149.7 MBAndroid 6.0+更新日志
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  3.1.7版本更新

  更新于2025年01月17日

  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.

• 
  3.1.6(616)XAPKAPKs

  2024年10月07日156.0 MBAndroid 6.0+更新日志
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  3.1.6版本更新

  更新于2024年10月07日

  What’s new in this release:
  
  Calendar invites
  Schedule and send meeting invites from your accounts and brokers.
  
  Broker
  New contracted broker meeting types. Switch agent codes on broker vitals.
  
  Recruitment
  View candidates resumes, mark candidates as licensed. Record MOP presented and filter enhancements.
  
  Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

• 
  3.1.5(615)XAPKAPKs

  2024年09月25日144.4 MBAndroid 6.0+更新日志
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  3.1.5版本更新

  更新于2024年09月25日

  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.¬

• 
  3.1.4(614)XAPKAPKs

  2024年08月01日144.4 MBAndroid 6.0+更新日志
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  3.1.4版本更新

  更新于2024年08月01日

  Calendar invites
  Create and run your appointments more efficiently. Schedule and send calendar meeting invites from your leads with ease.
  
  Schedule emails
  Schedule emails to send at a later time. Schedule send Templates, Postcards, and Standard emails from your account.
  
  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.

• 
  3.1.3(613)APK

  2024年07月26日170.7 MBAndroid 6.0+更新日志
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  3.1.3版本更新

  更新于2024年07月26日

  What’s new in this release:
  Recommended Products
  Recommended Colonial Life products are now on Accounts, helping you focus our efforts. Additionally, you can now see all the products that are currently sold on your account
  
  Schedule send emails
  Plan ahead! Schedule emails to send at a later time. Schedule send Templates, Postcards, and Standard emails directly from your lead
  
  Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page

• 
  3.1.2(612)APK

  2024年06月04日170.5 MBAndroid 6.0+更新日志
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  3.1.2版本更新

  更新于2024年06月04日

  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.

• 
  3.1.0(610)APK

  2024年05月04日169.8 MBAndroid 6.0+更新日志
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  3.1.0版本更新

  更新于2024年05月04日

  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.

• 
  2.6.1(512)XAPKAPKs

  2023年11月11日143.0 MBAndroid 6.0+更新日志
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  2.6.1版本更新

  更新于2023年11月11日

  What’s new in this release:
  Integrated activity calculator
  Simplify financial planning. Make informed decisions about sales activity, income & expenses.
  Supporting onboarding
  Building leads pipelines are vital. Now see onboarding agent's leads on their details page.
  Recruitment overview dashboard
  Track performance metrics such as candidate sourcing channels & pipeline health.
  Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page

• 
  2.6.0(511)APK

  2023年10月02日167.6 MBAndroid 6.0+更新日志
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  2.6.0版本更新

  更新于2023年10月02日

  What’s new in this release:
  
  Building the full picture on your accounts
  From today get a better picture of all the activities happening with your accounts. Within the account details you’ll notice we have added a new tab called Home office activity. Here you will find any activities created against this account by home office agents. Available on app and web!
  
  Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.