Ameritas Agent 4+
Quick and Easy Case Management
Ameritas Life Insurance Corp.
-
- Free
iPhone Screenshots
Description
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
What’s New
Version 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!
Ratings and Reviews
App Privacy
The developer, Ameritas Life Insurance Corp., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- Search History
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Ameritas Life Insurance Corp.
- Size
- 14.2 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 16.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2024 Ameritas Mutual Holding Company
- Price
- Free