# Ameritas Agent — Quick and Easy Case Management

> Insurance case management and quoting tool for agents. (iPhone/iPad app by Ameritas Life Insurance Corp..)

- Source: https://appshunter.io/ios/app/ameritas-agent/id1585996084 (this page in markdown: same URL + `.md`)
- Developer: [Ameritas Life Insurance Corp.](https://appshunter.io/developer/1439458595)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 18.0 · 11 MB
- Languages: American English
- Released: 2022-08-22
- Data updated: 2026-08-16
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ameritas-agent/id1585996084/reviews.md

## What is Ameritas Agent?

The Ameritas Agent App now offers new and improved access to all your cases throughout the application process. Instantly access new business cases; search, sort and filter all your cases quickly and easily; get alerts on any in-force activity changes; quote term life insurance; and manage all case requirements with just a few clicks.

Key Features
- Instantly access all new business cases
- Receive immediate notification when contracts change status
- Sort cases alphabetically or by date
- Filter in-force activity by time and business type
- Search all new business and in-force activity from one place
- Get quick quotes on Term Life, compare options and calculate estimated coverage - all on the go
- Keep track of client milestones like term expirations, policy anniversaries and birthdays with our Ameritas Feed
- Customize which push notifications you wish to receive to manage your business effectively

## Key features

- Access new business cases
- Track in-force activity
- Sort and filter cases
- Get term life insurance quotes
- Manage case requirements
- Client milestone tracking
- Customizable notifications


## Frequently asked questions about Ameritas Agent

### 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.

## Version history (last 5 releases)

### 1.14 — 2026-08-11

We’ve made behind‑the‑scenes updates to improve consistency and the overall experience within the mobile app.

### 1.13 — 2025-06-05

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.

### 1.12 — 2025-02-28

Enjoy a more seamless and unified quoting experience with clearer explanatory text to guide you, along with performance improvements and minor bug fixes.

### 1.11 — 2024-12-08

You can quote two term life insurance products.
- Both the Clear Edge Living Benefits and Value Plus Term Life Insurance products are quotable within the app (where available).

### 1.10 — 2024-09-16

The Ameritas Feed now offers dynamic daily touch points for you to connect with your clients:

Term Conversions Alert
Get a timely heads-up on term conversions, allowing you ample time to reach out to clients.

Policy Anniversaries Reminder
Stay up to date on your clients’ policy anniversaries, so you can ask if it’s the right time to add or increase coverage.

Client Birthday Wishes
Wish your clients a happy birthday to remind them that you’re always there, just a call or message away.

Stay connected and provide exceptional service with these new features!

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## More apps by Ameritas Life Insurance Corp.

- [FLX Living Benefits](https://appshunter.io/ios/app/flx-living-benefits/id1439458596)
- [Ameritas Life Insurance Corp](https://appshunter.io/ios/app/ameritas-life-insurance-corp/id1459904201)
- [Ameritas Investment Partners](https://appshunter.io/ios/app/ameritas-investment-partners/id1637803240)
- [Ameritas Retirement](https://appshunter.io/ios/app/ameritas-retirement/id6443506512)
- [Ameritas Benefits](https://appshunter.io/ios/app/ameritas-benefits/id6470936282)

All apps by Ameritas Life Insurance Corp.: https://appshunter.io/developer/1439458595

## Related topics

[emoney agent](https://appshunter.io/ios/topics/emoney-agent)

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*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.*