4月29日 的 Agent Assist 應用程式分析

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.