Agent Assist

Features Agent Assist

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.