Ameritas Agent 1.13

The Ameritas Agent App has been enhanced to provide more comprehensive and efficient management of your cases throughout the application process. The platform now offers immediate access to new business cases, enabling agents to search, sort, and filter their cases with ease. Real-time alerts notify users of any changes in contract statuses, facilitating prompt follow-up actions. Additionally, the app allows for quick term life insurance quotes, comparison of coverage options, and straightforward management of case requirements with minimal effort.

Highlighted Features include:

• Rapid access to all new business cases
• Instant notifications for status updates on contracts
• Case organization through alphabetical or date-based sorting
• Filtering of in-force activities by time period and business type
• Unified search across new business and in-force activities
• On-the-go quoting for Term Life insurance, including coverage comparisons and estimates
• Tracking of client milestones such as policy expirations, anniversaries, and birthdays via the Ameritas Feed
• Customizable push notifications to tailor business alerts and streamline workflow