About
This app helps sales agents prospect leads, manage client information, and plan their daily activities efficiently. It provides tools to track progress, record interactions, and visualize business data on the go.
What's New in Agent Assist by Colonial Life
4.1.8
August 12, 2026
Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.
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FAQ
What is Agent Assist used for?
Agent Assist is designed to help sales agents prospect leads, manage client information, and plan their daily activities. It allows users to record activities, company details, and track prospect statuses efficiently.
What are the key features of Agent Assist?
Key features include prospecting lead management, activity and call logging, company information recording, daily planning, map view of business, voice memo notes, and dynamic graph views for lead activities.
Is Agent Assist free to use?
Yes, Agent Assist is available for free. The application does not require any payment to download or use its core functionalities.
What devices is Agent Assist compatible with?
Agent Assist is available on mobile devices and has an age rating of 4+, making it suitable for a wide range of users.
How often is Agent Assist updated?
The app was last updated on April 29, 2026, indicating a recent focus on development and improvements. Specific update frequency is not detailed, but the latest version is 4.1.3.
What is the user sentiment for Agent Assist?
Based on the provided data, Agent Assist has a perfect rating of 5.0 stars from 5 ratings, suggesting very positive user sentiment.
Can I record voice memos with Agent Assist?
Yes, Agent Assist allows you to add voice memos to call, drop, and meeting notes. This feature helps keep everyone updated on the progress of your interactions.
Does Agent Assist offer any reporting or analytics?
Yes, Agent Assist provides dynamic graph views to review weekly lead activities and statuses. It also allows users to see status updates and information on existing accounts.