Agent Assist

Agent Assist Tüm Sürümleri

• 
  3.1.7(617)XAPKAPKs

  Jan 16, 2025149.7 MBAndroid 6.0+Yenilikler
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  3.1.7 sürümünde yenilikler nelerdir

  Jan 16, 2025 tarihinde güncellendi

  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

  Oct 7, 2024156.0 MBAndroid 6.0+Yenilikler
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  3.1.6 sürümünde yenilikler nelerdir

  Oct 7, 2024 tarihinde güncellendi

  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

  Sep 25, 2024144.4 MBAndroid 6.0+Yenilikler
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  3.1.5 sürümünde yenilikler nelerdir

  Sep 25, 2024 tarihinde güncellendi

  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

  Aug 1, 2024144.4 MBAndroid 6.0+Yenilikler
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  3.1.4 sürümünde yenilikler nelerdir

  Aug 1, 2024 tarihinde güncellendi

  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

  Jul 26, 2024170.7 MBAndroid 6.0+Yenilikler
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  3.1.3 sürümünde yenilikler nelerdir

  Jul 26, 2024 tarihinde güncellendi

  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

  Jun 3, 2024170.5 MBAndroid 6.0+Yenilikler
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  3.1.2 sürümünde yenilikler nelerdir

  Jun 3, 2024 tarihinde güncellendi

  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

  May 3, 2024169.8 MBAndroid 6.0+Yenilikler
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  3.1.0 sürümünde yenilikler nelerdir

  May 3, 2024 tarihinde güncellendi

  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

  Nov 11, 2023143.0 MBAndroid 6.0+Yenilikler
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  2.6.1 sürümünde yenilikler nelerdir

  Nov 11, 2023 tarihinde güncellendi

  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

  Oct 2, 2023167.6 MBAndroid 6.0+Yenilikler
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  2.6.0 sürümünde yenilikler nelerdir

  Oct 2, 2023 tarihinde güncellendi

  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.

• 
  2.5.9(510)APK

  Sep 25, 2023167.3 MBAndroid 6.0+Yenilikler
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  2.5.9 sürümünde yenilikler nelerdir

  Sep 25, 2023 tarihinde güncellendi

  What’s new in this release:
  
  You’ve got mail! Recruitment emails are here
  Select either standard email or Record email. Craft your email and send, or capture emails sent or received outside of Agent Assist.
  
  Assigned a lead? check out the history
  Assigned a recruitment lead? Access to the history of activities that were captured in Agent Assist.
  Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.