Colonial Life Agent Assist
Free
2.0.7for iPhone, iPad
Age Rating
Colonial Life Agent Assist Screenshots
About Colonial Life Agent Assist
Agent Assist from Colonial Life offers you the fastest and most effective way to prospect potential leads. Select leads suited to your skills and work their status. Record activities, company information and plan your day. Manage your prospect accounts on the go. Agent Assist helps you focus your efforts and give you more control over your sales results. All in the palm of your hand!
With the mobile app you can:
- Look up prospect details on the go.
- Start new calls with one quick tap.
- Add 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.
With the mobile app you can:
- Look up prospect details on the go.
- Start new calls with one quick tap.
- Add 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.
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What's New in the Latest Version 2.0.7
Last updated on Apr 24, 2020
Old Versions
We at Colonial Life recognise the increased uncertainty that coronavirus (COVID-19) is causing. We have committed ourselves to helping you in so far as is possible during this difficult time. As a result, we are developing many enhancements to help you continue to use Agent Assist in your day to day. This is the second set of enhancements released after essential business leads.
Digital Communications
Updated customer offers with guaranteed issue are now available. This will help your leads get the coverage they need. Depending on the lead status, underwriting and enrollment postcards are available to use. These postcards will support your conversations with employers.
To send postcards, navigate to your lead details page. Tap the digital communication card at the top of page. Review and select the postcard you wish to use and tap the Send button. Further detailed steps are available on the digital communications page.
As you know, the coronavirus situation is still fluid. We will continue to review the best course of action on a daily basis. We are working hard to minimise disruption for you at this difficult time. Thank you very much for your co-operation and patience.
We wish you and your family continued health and safety and assure you of our best attention at all times.
As ever, feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. We’d love to hear from you!
Digital Communications
Updated customer offers with guaranteed issue are now available. This will help your leads get the coverage they need. Depending on the lead status, underwriting and enrollment postcards are available to use. These postcards will support your conversations with employers.
To send postcards, navigate to your lead details page. Tap the digital communication card at the top of page. Review and select the postcard you wish to use and tap the Send button. Further detailed steps are available on the digital communications page.
As you know, the coronavirus situation is still fluid. We will continue to review the best course of action on a daily basis. We are working hard to minimise disruption for you at this difficult time. Thank you very much for your co-operation and patience.
We wish you and your family continued health and safety and assure you of our best attention at all times.
As ever, feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. We’d love to hear from you!
Show More
Version History
2.0.7
Apr 24, 2020
We at Colonial Life recognise the increased uncertainty that coronavirus (COVID-19) is causing. We have committed ourselves to helping you in so far as is possible during this difficult time. As a result, we are developing many enhancements to help you continue to use Agent Assist in your day to day. This is the second set of enhancements released after essential business leads.
Digital Communications
Updated customer offers with guaranteed issue are now available. This will help your leads get the coverage they need. Depending on the lead status, underwriting and enrollment postcards are available to use. These postcards will support your conversations with employers.
To send postcards, navigate to your lead details page. Tap the digital communication card at the top of page. Review and select the postcard you wish to use and tap the Send button. Further detailed steps are available on the digital communications page.
As you know, the coronavirus situation is still fluid. We will continue to review the best course of action on a daily basis. We are working hard to minimise disruption for you at this difficult time. Thank you very much for your co-operation and patience.
We wish you and your family continued health and safety and assure you of our best attention at all times.
As ever, feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. We’d love to hear from you!
Digital Communications
Updated customer offers with guaranteed issue are now available. This will help your leads get the coverage they need. Depending on the lead status, underwriting and enrollment postcards are available to use. These postcards will support your conversations with employers.
To send postcards, navigate to your lead details page. Tap the digital communication card at the top of page. Review and select the postcard you wish to use and tap the Send button. Further detailed steps are available on the digital communications page.
As you know, the coronavirus situation is still fluid. We will continue to review the best course of action on a daily basis. We are working hard to minimise disruption for you at this difficult time. Thank you very much for your co-operation and patience.
We wish you and your family continued health and safety and assure you of our best attention at all times.
As ever, feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. We’d love to hear from you!
1.3.0
Jun 5, 2019
What’s Included? You Spoke. We Listened.
The Business Card Scanner is here.
-Simply scan a business card to add a new lead or contact. The app will populate the fields with the information from the card. Drag and drop the information as required to complete the process.
Activity enhancements
-Work through your calls quicker. Just pick the result and save in two easy steps. All activities are now recorded and scheduled in 5-minute intervals for further convenience.
My travelling day
-This feature is now available on all days, so you can plan your travelling day straight from the map by adding activities from your lead or account pins
The Business Card Scanner is here.
-Simply scan a business card to add a new lead or contact. The app will populate the fields with the information from the card. Drag and drop the information as required to complete the process.
Activity enhancements
-Work through your calls quicker. Just pick the result and save in two easy steps. All activities are now recorded and scheduled in 5-minute intervals for further convenience.
My travelling day
-This feature is now available on all days, so you can plan your travelling day straight from the map by adding activities from your lead or account pins
1.2.0
May 2, 2019
What’s Included? You Spoke. We Listened.
You can now view your Daily Plan travelling activities in a map and card format, with routing to each activity. With the ability to overlay leads and accounts, you can now optimize your time out on the road and plan the best route for your day.
When recording activities, the time and date auto sets to the current time, helping you to be more efficient.
We’re always working to make your Agent Assist experience the best it can be. This update includes lots of small improvements to the user experience based on your feedback.
You can now view your Daily Plan travelling activities in a map and card format, with routing to each activity. With the ability to overlay leads and accounts, you can now optimize your time out on the road and plan the best route for your day.
When recording activities, the time and date auto sets to the current time, helping you to be more efficient.
We’re always working to make your Agent Assist experience the best it can be. This update includes lots of small improvements to the user experience based on your feedback.
1.1.0.2
Jan 2, 2019
We’re releasing some exciting new changes.
•You are now able to record activities to your accounts.
•A new lead extension request is included in your leads.
•We've also added an alerts center, where extension requests can be viewed.
•General improvements to the App to make your experience even better.
1.0.2
Jan 2, 2019
Fixes an issue where some users could not see leads.
Colonial Life Agent Assist FAQ
Click here to learn how to download Colonial Life Agent Assist in restricted country or region.
Check the following list to see the minimum requirements of Colonial Life Agent Assist.
iPhone
iPad
