Agent Assist
3.7star
50 reviews
5K+
Downloads
Everyone
info
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.
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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Ratings and reviews
3.7
49 reviews
Mike Mac
- Flag inappropriate
December 9, 2022
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.
4 people found this review helpful
Tammy Northrup
- Flag inappropriate
March 15, 2022
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!
4 people found this review helpful
Larry Jones
- Flag inappropriate
March 18, 2025
login issues some kind of error
What’s new
Fastforms
Fastforms is now live—submit new business and update accounts faster.
NLOC
See your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result and updated filters to focus your rework efforts.
Cross brand solutions quoting
CBS quoting on the go! Submit new quotes and upload census information in the app.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
Fastforms is now live—submit new business and update accounts faster.
NLOC
See your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result and updated filters to focus your rework efforts.
Cross brand solutions quoting
CBS quoting on the go! Submit new quotes and upload census information in the app.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
App support
About the developer
Colonial Life & Accident Insurance Company
AppleDeployColonial@UNUM.COM
1200 Colonial Life Blvd W
Columbia, SC 29210-7699
United States
+353 59 917 8113