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.

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

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).

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!

Quick Quotes on the Go Our term life insurance calculator is now available in our native mobile app. Enter your client's information, compare options and calculate estimated coverage—all on the go. Give it a try!

Take Control of Your Push Notifications - New granular controls allow you to decide which notifications you receive, so you can stay informed without being overwhelmed. Two New Push Notifications - You’ll now see Pending Lapse and Claims Activity as Push Notifications options. New Settings Tab - We're consolidating your profile, privacy, and notifications settings into one place, so you can easily find and manage them all.

See in-force activity when there 
is movement on the contract. Filter in-force activity by time and type of business. Expanded search 
to include in-force activity. Track disability income insurance applications.

Pin Important Cases - You can Pin a case to move it to the top of your case list or Unpin the case. You can also Pin or Unpin cases on the detail screen. Sort Your Cases - Sort your cases alphabetically (A-Z or Z-A) or by date (oldest to newest or newest to oldest.) Highlighted Past Due Requirements - Case requirements older than 10 days will be highlighted with red text: "Ordered over 10 days ago."

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Tapping on a notification now takes you directly to the case. • You will be notified when a case is approved by the underwriter.
 • Cases that are Paid are now clearly marked and Issued statuses have been simplified. • If you have already enabled biometric unlock, get prompted automatically upon opening the app. • We've also made several minor bug fixes to improve your experience.