Giới Thiệu · Colonial Life Agent Assist
Agent Assist from Colonial Life offers you the fastest and most effective way to prospect potential leads. Select leads suited to your skills and work their status. Record activities, company information and plan your day. Manage your prospect accounts on the go. Agent Assist helps you focus your efforts and give you more control over your sales results. All in the palm of your hand!
With the mobile app you can:
- Look up prospect details on the go.
- Start new calls with one quick tap.
- Add 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.
