Ameritas Agent
Quick and Easy Case Management
About
Manage insurance applications and client information on the go. Access new business cases, track in-force activity, and get quick quotes for term life insurance. Stay updated with client milestones and customize notifications for effective business management.
What's New in Ameritas Agent
1.13
June 5, 2025
You can now send term life quotes to clients directly from your mobile device. Share via text, email, or chat – whatever works best for your client. It’s a faster, more flexible way to keep the conversation going and support your clients wherever you are.
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FAQ
What is Ameritas Agent used for?
Ameritas Agent is a mobile application designed for insurance agents. It allows users to manage new business cases, track in-force policy activity, and generate quick quotes for term life insurance directly from their device.
How does Ameritas Agent help manage cases?
The app provides instant access to all new business cases and allows users to search, sort, and filter them by various criteria. It also sends notifications for in-force activity changes, helping agents stay on top of their business.
Can I get insurance quotes with Ameritas Agent?
Yes, Ameritas Agent offers a feature to quickly quote term life insurance. You can compare options and calculate estimated coverage amounts while on the go.
Does Ameritas Agent have ads?
No, Ameritas Agent is ad-free, providing an uninterrupted experience for users managing their insurance business.
What devices support Ameritas Agent?
Currently, Ameritas Agent is available for iPhone devices, offering mobile access to case management and quoting tools.
How often is Ameritas Agent updated?
The latest version of Ameritas Agent is 1.13, which was last updated on June 5, 2025. Updates typically include improvements to features and performance.
What kind of client information can I track?
Ameritas Agent includes an 'Ameritas Feed' that helps you keep track of important client milestones such as term expirations, policy anniversaries, and birthdays.
Is Ameritas Agent secure for managing client data?
While specific security protocols are not detailed, the app is developed by Ameritas Life Insurance Corp. and focuses on case management, implying a level of data protection suitable for professional use.
