Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.

Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.

Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.

Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.

Release Note: Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. This enhancement eliminates manual stage updates and reduces the risk of accounts being out of sync. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: · Post Enrollment · Mid-Year Check-In · 90 Day Pre-Enrollment · 60 Day Pre-Enrollment · 30 Day Pre-Enrollment · 90 Day Missed Enrollment · 60 Day Missed Enrollment · 30 Day Missed Enrollment · Open Enrollment Key Benefits Users can now rely on account stages displaying consistently across systems, supporting more effective account management, planning, and engagement activities throughout the enrollment lifecycle.

This release introduces several enhancements to Agent Assist that simplify quoting, improve account management, and streamline underwriting processes. Agents can now Initiate quotes from a centralized location, Leverage intelligent decision-tree guidance to identify the correct quoting path, Download state-specific Residential Build packages directly from Lead Details, Add a new underwriting request type for GTL Basic groups under 100 lives, Enhanced account filtering by Managed and Not Managed status Helping agents prioritize opportunities and work more efficiently across leads, accounts, and opportunities.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Send Batch Emails on Mobile App You can now send emails to multiple recipients directly from the Agent Assist mobile app, enabling you to communicate with multiple contacts simultaneously. This new feature reduces time spent on manual communications, and enables consistent, timely engagement across your opportunity pipeline. Key Highlights: • Send one email to multiple contacts at once • Personalize messages using dynamic fields • Select recipients from leads and pipelines • Use and customize reusable templates • Optimized for quick, on-the-go use • Track outreach activity at broker and lead level Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Send Batch Emails on Mobile App You can now send emails to multiple recipients directly from the Agent Assist mobile app, enabling you to communicate with multiple contacts simultaneously. This new feature reduces time spent on manual communications, and enables consistent, timely engagement across your opportunity pipeline. Key Highlights: • Send one email to multiple contacts at once • Personalize messages using dynamic fields • Select recipients from leads and pipelines • Use and customize reusable templates • Optimized for quick, on-the-go use • Track outreach activity at broker and lead level Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Email & calendar access for core team members Core team members with a @coloniallife.com email address now have access to email and calendar functionality.You can now write and send emails, use templates, connect with calendars, and view your communication history. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Underwriting offer multiple document downloads You now have the capability to download underwriting documents, such as offer letters, financial assessments, and supporting evidence in a single action. No more repetitive single-file downloads. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Smart notifications Enhanced real‑time push notifications and alerts to support faster, clearer communication. • Additional information required notification If an underwriter needs more information to continue your quote, Agent Assist will now send you with an action required alert. This should help you respond faster and avoid delays or missed messages. • Quote completion notification You will now receive an alert when your quote request is complete, enabling quicker follow‑up with customers. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. This update makes accessing your proposals easier than ever. You no longer need to search through your email—your quotes are now downloadable directly from the Agent Assist app. We’ve also improved our push notifications to ensure you never miss an update from your underwriter. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Request Underwriting Support Anytime, Anywhere We’ve made it easier than ever to get the help you need! You can now request underwriting support directly from your mobile device using the Agent Assist app. All correspondence related to resolving your query will be handled seamlessly within the app, ensuring fast responses and a more streamlined experience. What’s New? • Submit underwriting support requests from the palm of your hand. • Track and manage all communication in one place. • Enjoy a simplified, mobile-first workflow for quicker resolutions. Get Started: Open the Agent Assist app, navigate to Support Requests, and select Underwriting Support to begin. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Request Underwriting Support Anytime, Anywhere We’ve made it easier than ever to get the help you need! You can now request underwriting support directly from your mobile device using the Agent Assist app. All correspondence related to resolving your query will be handled seamlessly within the app, ensuring fast responses and a more streamlined experience. What’s New? • Submit underwriting support requests from the palm of your hand. • Track and manage all communication in one place. • Enjoy a simplified, mobile-first workflow for quicker resolutions. Get Started: Open the Agent Assist app, navigate to Support Requests, and select Underwriting Support to begin. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. · Improved Quote Support: Colonial Life Group Underwriting can now reach out directly when additional information is needed to process your quote requests—making the experience smoother and more responsive. · New Residential Build Offers: Small market residential build offers are now accessible directly from the lead details section, helping you act faster and smarter. Update now to take advantage of these enhancements! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Quoting We’re excited to share a new feature in Agent Assist: Existing Client Quote Request. This update makes it easier and faster to request quotes for new business. You don’t need to use lots of forms or send emails back and forth anymore. Now, you can enter everything in one place and send your quote request right from the app! You can access Quoting from the Accounts page or request a quote directly within the Account details! The new Quote Request feature makes the whole process easier to manage. It helps you collect all the important details from the start, so you don’t have to follow up later. This tool saves you time and helps you stay focused on what matters most. You will find the Quote Request feature in the main menu of Agent Assist. It’s intuitive, easy to use, and ready to support your productivity from day one. Try it out today and experience a faster, more streamlined way to request quotes! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Quoting We’re excited to share a new feature in Agent Assist: Existing Client Quote Request. This update makes it easier and faster to request quotes for new business. You don’t need to use lots of forms or send emails back and forth anymore. Now, you can enter everything in one place and send your quote request right from the app! You can access Quoting from the Accounts page or request a quote directly within the Account details! The new Quote Request feature makes the whole process easier to manage. It helps you collect all the important details from the start, so you don’t have to follow up later. This tool saves you time and helps you stay focused on what matters most. You will find the Quote Request feature in the main menu of Agent Assist. It’s intuitive, easy to use, and ready to support your productivity from day one. Try it out today and experience a faster, more streamlined way to request quotes! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Quoting We’re excited to share a new feature in Agent Assist: Existing Client Quote Request. This update makes it easier and faster to request quotes for new business. You don’t need to use lots of forms or send emails back and forth anymore. Now, you can enter everything in one place and send your quote request right from the app! You can access Quoting from the Accounts page or request a quote directly within the Account details! The new Quote Request feature makes the whole process easier to manage. It helps you collect all the important details from the start, so you don’t have to follow up later. This tool saves you time and helps you stay focused on what matters most. You will find the Quote Request feature in the main menu of Agent Assist. It’s intuitive, easy to use, and ready to support your productivity from day one. Try it out today and experience a faster, more streamlined way to request quotes! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Quoting We’re excited to share a new feature in Agent Assist: Quote Request. This update makes it easier and faster to request quotes for new business. You don’t need to use lots of forms or send emails back and forth anymore. Now, you can enter everything in one place and send your quote request right from the app! You can access Quoting from the Leads page or request a quote directly within the Lead details! The new Quote Request feature makes the whole process easier to manage. It helps you collect all the important details from the start, so you don’t have to follow up later. This tool saves you time and helps you stay focused on what matters most. You will find the Quote Request feature in the main menu of Agent Assist. It’s intuitive, easy to use, and ready to support your productivity from day one. Try it out today and experience a faster, more streamlined way to request quotes! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Quoting We’re excited to share a new feature in Agent Assist: Quote Request. This update makes it easier and faster to request quotes for new business. You don’t need to use lots of forms or send emails back and forth anymore. Now, you can enter everything in one place and send your quote request right from the app! You can access Quoting from the Leads page or request a quote directly within the Lead details! The new Quote Request feature makes the whole process easier to manage. It helps you collect all the important details from the start, so you don’t have to follow up later. This tool saves you time and helps you stay focused on what matters most. You will find the Quote Request feature in the main menu of Agent Assist. It’s intuitive, easy to use, and ready to support your productivity from day one. Try it out today and experience a faster, more streamlined way to request quotes! Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

We’re always making changes and improvements to Agent Assist based on your needs. Fastforms Our new Fastforms feature is now live in the app, making it easier and faster to submit new business. You can also update existing accounts anytime, anywhere. NLOC Boost your premium growth with the new NLOC incentive! See which of your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result to track NLOC conversations. Use our updated filters to focus your rework efforts. Cross brand solutions quoting You can now submit CBS quote requests anytime, anywhere - right from Agent Assist app! Submit new quotes and upload census information directly within the app. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

We’re always making changes and improvements to Agent Assist based on your needs. Fastforms Our new Fastforms feature is now live in the app, making it easier and faster to submit new business. You can also update existing accounts anytime, anywhere. NLOC Boost your premium growth with the new NLOC incentive! See which of your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result to track NLOC conversations. Use our updated filters to focus your rework efforts. Cross brand solutions quoting You can now submit CBS quote requests anytime, anywhere - right from Agent Assist app! Submit new quotes and upload census information directly within the app. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

We’re always making changes and improvements to Agent Assist based on your needs. Fastforms Our new Fastforms feature is now live in the app, making it easier and faster to submit new business. You can also update existing accounts anytime, anywhere. NLOC Boost your premium growth with the new NLOC incentive! See which of your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result to track NLOC conversations. Use our updated filters to focus your rework efforts. Cross brand solutions quoting You can now submit CBS quote requests anytime, anywhere - right from Agent Assist app! Submit new quotes and upload census information directly within the app. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Fastforms Our new Fastforms feature is now live in the app, making it easier and faster to submit new business. You can also update existing accounts anytime, anywhere. NLOC Boost your premium growth with the new NLOC incentive! See which of your accounts and the products that qualify for the NLOC incentive. Use the new check-in meeting result to track NLOC conversations. Use our updated filters to focus your rework efforts. Cross brand solutions quoting You can now submit CBS quote requests anytime, anywhere - right from Agent Assist app! Submit new quotes and upload census information directly within the app. Web application Remember! All this is also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.

What’s new in this release: We’re always making changes and improvements to Agent Assist based on your needs. Fastforms Our new Fastforms feature is now live on app, offering a more integrated and streamlined process for submitting new business. You can also update your existing accounts on the go. Web application Remember! Also available on Agent Assist web portal. Log on through member services. Feel free to send us any comments or questions through our in-app feedback link. You can find this in your Settings page.