Agent Assist description

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.