Colonial Life Agents

CL Агенты обеспечивает учетную информацию для торговых представителей и менеджеров

The Colonial Life Agents app allows contracted Colonial Life sales agents to view their existing accounts relative to a given location. You can view account details, contact or schedule a meeting with someone on the account, or navigate to the account’s location. You can also utilize various filtering capabilities to keep your list of accounts focused to your daily agenda. For managers, you can now see accounts by office or for a member of your team, which allows you to easily drill down into their account data.

Now for the very first time, users will be able to search for the name or address of a business to determine if it is an existing Colonial Life account. As you are making sales calls, this feature will give you the ability to quickly lookup whether a prospect is already an account to help avoid making unnecessary calls.

Key features include:

• Account dashboard that allows a quicker overview of your accounts with easier access to see just a particular type of account (i.e. only active, or only direct accounts)

• Pinpoint and map locations of your accounts within a radius of up to 150 miles

• Find more accounts by searching for other locations outside of your current location

• View valuable statistics and information about those accounts

• Call, email, or schedule a meeting with the plan administrator, sales contact, opener, or broker

• Filter accounts based on the following:

- Account Status: Active or Inactive

- Account Relationship: Opener, Sales Contact, or Managed (managers only)

- Broker Relationship: Brokers or Direct

- Only past due accounts

• New manager view, giving managers the ability to drill down through your team to select a specific office or person and view their accounts

• Prospecting support with the ability to search for the name or address of any business to determine if it is an existing Colonial Life account

• Login using Fingerprint access

Note: In order to use Colonial Life Agents, you must have an active contract as a sales agent or manager with Colonial Life.

If you have any questions on how to use the mobile app, the Enrollment Solutions Service Desk is available to help at 1-800-438-6423.