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Agent Assist APK

Agent Assist from Colonial Life brings your leads to the palm of your hand!

Version2.0.10 (137)
UpdatedAug 04, 2020 (2 months ago)
DeveloperColonial Life
CategoryApps, Business
IDcom.coloniallife.AgentAssist
Installs1,000+

Agent Assist from Colonial Life brings your leads to the palm of your hand! Manage your prospect account from wherever you are – helping you focus your efforts and give you more control over your sales results.

With the mobile app you can:

- Look up prospect details on the go.

- Start new calls with just one tap.

- Save time by adding 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.

What's New

Email activity for accounts – Record and schedule email activities to an account!

New PULSE digital postcards – Access to the latest employee wellness postcards.

Lead and account alert filters – Now includes a breakdown of alert types.

General updates – Includes general performance and stability improvements to the App.

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!

Email: mobileadmin@unum.com

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