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.
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.
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