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Agent Assist
Agent Assist version history
‹ General Info| Version | 1.2.0 |
| Updated | 4 years ago |
| Version | 3.0.8 (3 variants) |
| Updated | 1 month ago |
| Changelog | What’s new in this release: Broker onboarding alerts Stay tuned for notifications from Agent Assist. These will inform you about the steps you need to take for a successful broker onboarding. Broker Digital Postcards Within an email activity and choose the postcards option. See pre-packaged information on topics like Gathr, Target markets or enrolment solutions. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 3.0.7 (2 variants) |
| Updated | 2 months ago |
| Changelog | What’s new in this release: Broker onboarding alerts Stay tuned for notifications from Agent Assist. These will inform you about the steps you need to take for a successful broker onboarding. This feature streamlines communication, while enhancing the efficiency of broker relationship building. CBS Suitable candidates You can now assess your lead's suitability for Cross brand solutions on their Lead vitals. This helps you engage with your clients and promotes Colonial Life and Unum US products. |
| Version | 3.0.5 (3 variants) |
| Updated | 2 months ago |
| Changelog | What’s new in this release: Broker Digital Postcards Within an email activity and choose the postcards option. See pre-packaged information on topics like Gathr, Target markets or enrolment solutions.\ Onboarding Hierarchy view Now from your Onboarding section, your My Team list will change. It will consist of a hierarchical view of your onboarding agents. Managers can ensure a smoother transition for new agents into their roles. |
| Version | 3.0.2 (3 variants) |
| Updated | 4 months ago |
| Changelog | To protect the privacy of your data and satisfy regulatory requirements Colonial Life will be replacing the login portal used today when accessing its web properties. While the experience of the new login portal will be like what is in place today, you may need to establish a new security account. In most cases your username and password will not have to change. As part of establishing your new security account we will be collecting electronic consent, terms of use and privacy policy information |
| Version | 2.6.3 (3 variants) |
| Updated | 4 months ago |
| Changelog | What’s new in this release: Recruitment candidate sourcing Now within Agent Assist, you can claim candidate leads from our in built directory. Instantly add them to your pipeline and make that first connection. See pre vetted criteria including tiers and reviewer comments up front. Filter and sort this list by what your ideal candidate looks like. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.6.1 (3 variants) |
| Updated | 6 months ago |
| Changelog | 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 |
| Version | 2.6.0 |
| Updated | 7 months ago |
| Changelog | What’s new in this release: Building the full picture on your accounts From today get a better picture of all the activities happening with your accounts. Within the account details you’ll notice we have added a new tab called Home office activity. Here you will find any activities created against this account by home office agents. Available on app and web! Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.5.9 (2 variants) |
| Updated | 7 months ago |
| Changelog | What’s new in this release: You’ve got mail! Recruitment emails are here Select either standard email or Record email. Craft your email and send, or capture emails sent or received outside of Agent Assist. Assigned a lead? check out the history Assigned a recruitment lead? Access to the history of activities that were captured in Agent Assist. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
| Version | 2.5.8 |
| Updated | 8 months ago |
| Changelog | What’s new in this release: Onboarding Managers in the Onboarding section, support agent's onboarding. Add a call, meeting, email or record texts. Onboarding agents New agents onboarding look out for alerts to remind you of any outstanding items on your onboarding checklist. Industry insights Within leads find industry-specific training tailored to the industry sector. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. |
