Ameritas Agent +4

Name: Ameritas Agent
Rating: 5 (2 reviews)
Author: Ameritas Life Insurance Corp.

Ameritas Life Insurance Corp.

- 5,0 • 2 avaliações

- Grátis

Capturas de tela do iPhone

Descrição

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

16 de set. de 2024

Versão 1.10

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!

5,0 de 5

2 avaliações

Ameritas Life Insurance Corp., responsável pelo desenvolvimento do app, indicou que as práticas de privacidade do app podem incluir o gerenciamento de dados conforme descrito abaixo. Para mais informações, consulte sua política de privacidade.