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