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Agent Assist

June 21, 2025

More About Agent Assist

Agent Assist from Colonial Life brings your leads to the palm of your hand! Manage your prospect account from wherever you are – helping you focus your efforts and give you more control over your sales results.
With the mobile app you can:

- Look up prospect details on the go.

- Start new calls with just one tap.

- Save time by adding voice memos to call, drop and meeting notes so everyone can be up to date on the progress.

- Explore your business on a map view.

- Review prospect notes and activity to get prepared for a meeting.

- Add future meetings and activities to your daily plan.

- Review your weekly lead activities and statuses in dynamic graph views.

- See status updates and information on existing accounts.

Latest Version

Version
4.0.6
Update
June 21, 2025
Developer
Colonial Life & Accident Insurance Company
Apps
Finance
Platforms
Android
Downloads
10,101
License
Free
Package Name
com.coloniallife.AgentAssist
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Add Comment & Review

User Reviews

A Google user

5 years ago

Rapid improvement

A Google user

5 years ago

Great app

A Google user

5 years ago

Very useful!

Mike Revels

2 years ago

They don't train everyone very well

A Google user

5 years ago

This is truly a great app!

A Google user

5 years ago

Much of the information that is pulled is incorrect.

Diamond Hampton

2 years ago

Doesn't include everything the website has

A Google user

5 years ago

Don't like it. Continually boots me out. The leads are weak.

John Barwise

4 years ago

A lot of duplicate leads and outdated business information. Once you weed through claim solid leads or create them the use of the CRM platform is very user friendly.

B. Gray (Chuckles)

4 years ago

Freezes a lot changes settings if you don't watch

A Google user

5 years ago

updates are incredible, comprehensive crm and fairly accurate lead data

A Google user

6 years ago

Getting better every day helps us follow up and be more efficient in the field.

A Google user

6 years ago

This is not compatible with android devices.. Is there plans to get this fixed any time soon?? :(

Carrie DuBord- Atkins

2 years ago

Loving all the updates and merging calendars and daily activity! Keep up the good work!

Larry Jones

3 months ago

login issues some kind of error

A Google user

6 years ago

It's a great app when it works. However, there are times when I add leads into the system and it doesn't save them for me. It happens quite often sadly. Please look into this issue.

Crystal Southard

2 years ago

Definitely has some hiccups...but what doesn't. Hopefully there will be improvement coming soon to allow us to work more efficiently. Will be excited to use this app when I don't have to scream at my phone every 5 seconds

Tammy Northrup

3 years ago

Straight garage! Every time I go to log in I have to change password! And then it tells me.. you can not use previous passwords. Ok I make new password, and when I go to log in it says I can't!. So I think ok maybe I did something wrong. And go through the process again.. guess what? 🤔 I try the password I just used! Nope can't use a Previous password! Garbage app!

Mike Mac

2 years ago

It is usually very slow and buggy. Often gets stuck in refresh. Sometimes white screens. When adding leads off of public databases there is no effort put in to checking to see if a lead was already created for that business, or if the details are still accurate. I suppose that's supposed to be the agent's job. But when 90+% of leads are bad leads, you end up spending most of your time sifting through bad leads when trying to prospect virtually. And it of enables people to "steal" leads.

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