Ameritas Agent vs ClientBridge

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

ClientBridge is a secure client portal that keeps you connected with your insurance agent year-round. FEATURES Agent Dashboard View your agent's contact information along with their agency name and logo. Reach your agent instantly with a call, SMS, or email directly from the app. Special Offers Browse exclusive offers and deals shared directly by your insurance agent — all in one place. Push Notifications Receive important messages and updates sent directly from your insurance agent. Stay informed about your policy and more in real time. Plan and Cards View your Medicare plan information at a glance alongside your saved insurance cards. Securely scan and store new cards using your phone's camera. Our OCR technology automatically reads and saves your card details for easy access anytime, even offline. In-App Help Guide Tap the Help button anytime to access step-by-step guides with images and video walkthroughs covering every feature. Text size can be adjusted for easier reading, designed with our senior clients in mind. Secure and Private Your data is protected with biometric authentication including Face ID and Touch ID. All data is encrypted in transit and securely cached on your device for offline access. GETTING STARTED ClientBridge is available to clients of participating insurance agencies. Your agent will provide your login credentials to get started. For support: support@getclientbridge.com