Agent Assist

Colonial Life & Accident Insurance Company

About this app

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.

Ratings and reviews

It is usually very slow and buggy. Often gets stuck in refresh. Sometimes white screens. When adding leads off of public databases there is no effort put in to checking to see if a lead was already created for that business, or if the details are still accurate. I suppose that's supposed to be the agent's job. But when 90+% of leads are bad leads, you end up spending most of your time sifting through bad leads when trying to prospect virtually. And it of enables people to "steal" leads.

Straight garage! Every time I go to log in I have to change password! And then it tells me.. you can not use previous passwords. Ok I make new password, and when I go to log in it says I can't!. So I think ok maybe I did something wrong. And go through the process again.. guess what? 🤔 I try the password I just used! Nope can't use a Previous password! Garbage app!

Definitely has some hiccups...but what doesn't. Hopefully there will be improvement coming soon to allow us to work more efficiently. Will be excited to use this app when I don't have to scream at my phone every 5 seconds

What’s new

What’s new in this release:

Quoting
We’ve added a new Quote Request feature to Agent Assist! Now, you can enter all the details and send your request in one place- right in the app. No more switching between forms or sending emails back and forth. You can access Quoting from the Accounts page or request a quote directly within the Accounts details!