Agent Assist v4.0.13
Colonial Life & Accident Insurance CompanyDownload Options
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About this app
Agent Assist from Colonial Life brings your leads to the palm of your hand!
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.
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.
Version Information
- Version
- 4.0.13
- Downloads
- 10K+
- Updated on
- Oct 21, 2025
- Released
- Jan 2, 2019
- Requires
- Android 7.0
What's New
What’s new in this release:
In today’s release:
· Improved Quote Support: Colonial Life Group Underwriting can now reach out directly when additional information is needed to process your quote requests—making the experience smoother and more responsive.
· New Residential Build Offers: Small market residential build offers are now accessible directly from the lead details section, helping you act faster and smarter.
Update now to take advantage of these enhancements!
In today’s release:
· Improved Quote Support: Colonial Life Group Underwriting can now reach out directly when additional information is needed to process your quote requests—making the experience smoother and more responsive.
· New Residential Build Offers: Small market residential build offers are now accessible directly from the lead details section, helping you act faster and smarter.
Update now to take advantage of these enhancements!
Ratings & Reviews
Developer Response