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

Most recent update does not allow an individual to read all of the notes. so any pertinent information on the note is only accessible via computer, which negates the purpose of the app.

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!

What’s new

What’s new in this release:

Underwriting downloads
Download underwriting documents such as offer letters, financial assessments, and supporting evidence all at once.

Feel free to send us any comments or questions anytime via the in-app link in Settings.