# Agent Assist by Colonial Life > Sales prospecting and client management tool for agents. (iPhone/iPad app by Colonial Life & Accident Insurance Company.) - Source: https://appshunter.io/ios/app/agent-assist-by-colonial-life/id6446173789 (this page in markdown: same URL + `.md`) - Developer: [Colonial Life & Accident Insurance Company](https://appshunter.io/developer/541608361) - Category: Business - Price: Free - Rating: 5.00/5 from 6 App Store ratings - Age rating: 4+ - Requires: iOS 17.6 · 50 MB - Languages: English - Released: 2023-05-24 - Data updated: 2026-08-16 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/agent-assist-by-colonial-life/id6446173789/reviews.md ## What is Agent Assist by Colonial Life? 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. ## Key features - Prospect lead management - Activity and call logging - Company information recording - Daily planning and scheduling - Map view of business - Voice memo notes - Dynamic graph views ## Frequently asked questions about Agent Assist by Colonial Life ### 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. ## Version history (last 5 releases) ### 4.1.8 — 2026-08-12 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. ### 4.1.7 — 2026-07-29 This release introduces several enhancements to Agent Assist that simplify quoting, improve account management, and streamline underwriting processes. Agents can now Initiate quotes from a centralized location, Leverage intelligent decision-tree guidance to identify the correct quoting path, Download state-specific Residential Build packages directly from Lead Details, Add a new underwriting request type for GTL Basic groups under 100 lives, Enhanced account filtering by Managed and Not Managed status Helping agents prioritize opportunities and work more efficiently across leads, accounts, and opportunities. ### 4.1.6 — 2026-07-01 What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Send Batch Emails on Mobile App You can now send emails to multiple recipients directly from the Agent Assist mobile app, enabling you to communicate with multiple contacts simultaneously. This new feature reduces time spent on manual communications, and enables consistent, timely engagement across your opportunity pipeline. Key Highlights: • Send one email to multiple contacts at once • Personalize messages using dynamic fields • Select recipients from leads and pipelines • Use and customize reusable templates • Optimized for quick, on-the-go use • Track outreach activity at broker and lead level Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. ### 4.1.4 — 2026-05-27 What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Email & calendar access for core team members Core team members with a @coloniallife.com email address now have access to email and calendar functionality.You can now write and send emails, use templates, connect with calendars, and view your communication history. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. ### 4.1.3 — 2026-04-29 What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Underwriting offer multiple document downloads You now have the capability to download underwriting documents, such as offer letters, financial assessments, and supporting evidence in a single action. No more repetitive single-file downloads. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page. ## More apps by Colonial Life & Accident Insurance Company - [CL Benefits](https://appshunter.io/ios/app/cl-benefits/id1460557151) - [Colonial Life Events](https://appshunter.io/ios/app/colonial-life-events/id1632648822) All apps by Colonial Life & Accident Insurance Company: https://appshunter.io/developer/541608361 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-16.*