Agent Assist
7.4 4
v3.1.2 di Colonial Life
Su Agent Assist
Agent Assist di Colonial Life porta i tuoi cavi sul palmo della tua mano! Gestisci il tuo account di potenziali clienti ovunque ti trovi, aiutandoti a concentrare i tuoi sforzi e darti un maggiore controllo sui tuoi risultati di vendita.
Con l'app mobile puoi:
- Guarda i dettagli del potenziale in movimento.
- Inizia nuove chiamate con un solo tocco.
- Risparmia tempo aggiungendo memo vocali per chiamare, rilasciare e note di riunione in modo che tutti possano essere aggiornati sullo stato di avanzamento.
- Esplora la tua attività commerciale su una mappa.
- Riesaminare le note e le attività di prospetto per prepararsi a un incontro.
- Aggiungi future riunioni e attività al tuo piano giornaliero.
- Esamina le attività e gli stati di lead settimanali nelle visualizzazioni di grafici dinamici.
- Vedi aggiornamenti di stato e informazioni sugli account esistenti.
Con l'app mobile puoi:
- Guarda i dettagli del potenziale in movimento.
- Inizia nuove chiamate con un solo tocco.
- Risparmia tempo aggiungendo memo vocali per chiamare, rilasciare e note di riunione in modo che tutti possano essere aggiornati sullo stato di avanzamento.
- Esplora la tua attività commerciale su una mappa.
- Riesaminare le note e le attività di prospetto per prepararsi a un incontro.
- Aggiungi future riunioni e attività al tuo piano giornaliero.
- Esamina le attività e gli stati di lead settimanali nelle visualizzazioni di grafici dinamici.
- Vedi aggiornamenti di stato e informazioni sugli account esistenti.
Aggiornamento Agent Assist 3.1.2
What’s new in this release:Broker directory
RBM’s search for brokers within and outside your hierarchy.
Protected/Unprotected indicator
Broker vitals update and new filter option to sort your leads.
CBS suitable
Filter and search your list for CBS suitable accounts.
Lead email templates
Client leads now has email templates.
Digital postcards
Improved digital postcards for accounts.
Feel free to send us any comments or questions through our in-app feedback link. In your Settings page.
Leggi di Più
Caratteristiche Agent Assist
Versioni Precedenti Altro
Agent Assist
3.1.2
APK
June 3, 2024
170.47 MB
Requires Android: Android 6.0+
Architecture: arm64-v8a, armeabi-v7a, x86, x86_64
Screen DPI: 120-640dpi
SHA1: 4cd923ed3cc4e9b0928a3fb83ab5aaae6e1ee4e5
Size: 170.47 MB
What's New:
What’s new in this release:
Broker directory
RBM’s search for brokers within and outside your hierarchy.
Protected/Unprotected indicator
Broker vitals update and new filter option to sort your leads.
CBS suitable
Filter and search your list for CBS suitable accounts.
Lead email templates
Client leads now has email templates.
Digital postcards
Improved digital postcards for accounts.
Feel free to send us any comments or questions through our in-app feedback link. In your Settings page.
Broker directory
RBM’s search for brokers within and outside your hierarchy.
Protected/Unprotected indicator
Broker vitals update and new filter option to sort your leads.
CBS suitable
Filter and search your list for CBS suitable accounts.
Lead email templates
Client leads now has email templates.
Digital postcards
Improved digital postcards for accounts.
Feel free to send us any comments or questions through our in-app feedback link. In your Settings page.
Agent Assist
3.1.2
XAPK
APKs
June 3, 2024
152.83 MB
Variant
Arch
Version
DPI
Agent Assist
3.1.0
APK
May 3, 2024
169.78 MB
Requires Android: Android 6.0+
Architecture: arm64-v8a, armeabi-v7a, x86, x86_64
Screen DPI: 120-640dpi
SHA1: 2e16edc99dd964419afda591876fb5e115c6d648
Size: 169.78 MB
What's New:
Broker Task Activity
Task activities are now within the broker section. You now have the flexibility to input free-form text task activities.
Target Brokers
Regional Broker Managers! You can now filter your My brokers list and work your 2024 Target Brokers through Agent Assist.
These new features enhance the efficiency of broker relationship building.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
Task activities are now within the broker section. You now have the flexibility to input free-form text task activities.
Target Brokers
Regional Broker Managers! You can now filter your My brokers list and work your 2024 Target Brokers through Agent Assist.
These new features enhance the efficiency of broker relationship building.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.
Agent Assist
2.6.1
XAPK
APKs
November 11, 2023
143.01 MB
Requires Android: Android 6.0+
Architecture: arm64-v8a
Screen DPI: 160-640dpi
SHA1: 8cd36d29569f5679de6593160ae074ed45c9701a
Size: 143.01 MB
What's New:
What’s new in this release:
Integrated activity calculator
Simplify financial planning. Make informed decisions about sales activity, income & expenses.
Supporting onboarding
Building leads pipelines are vital. Now see onboarding agent's leads on their details page.
Recruitment overview dashboard
Track performance metrics such as candidate sourcing channels & pipeline health.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page
Integrated activity calculator
Simplify financial planning. Make informed decisions about sales activity, income & expenses.
Supporting onboarding
Building leads pipelines are vital. Now see onboarding agent's leads on their details page.
Recruitment overview dashboard
Track performance metrics such as candidate sourcing channels & pipeline health.
Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page
Maggiori Informazioni
Nome Pacchetto:
Data Aggiornamento:
2024-06-06
Ultima Versione:
3.1.2
Aggiornamento Necessario:
Disponibile su:
Requisiti:
Android 6.0+
Rapporto:
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