Colonial Life Agent Assist Colonial Life Agent Assist Free Get
Colonial Life Agent Assist

Colonial Life Agent Assist

1.3.0 for iPhone, iPad

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148.2 MB

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Colonial Life Agent Assist Description
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.
Colonial Life Agent Assist 1.3.0 Update
2019-06-05 Version History
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
More Information
148.2 MB
Release Date:
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