Agent Assist

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.