Ameritas Agent App For Financial Professionals |
The Ameritas Agent mobile app allows the writing agent to obtain case status from an iPhone, iPad, Android or other browser-based smart phone. Install the app today for a fast and easy way to stay on top of inforce business and applications you’ve submitted. Ready to get started? |
With the app, you can look forward to the following:
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Listing of recent life cases by "Pending," "Issued," and "Not Placed."
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Ability to open each specific case for more details
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Requirement details, including request dates, vendor, and status.
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Push notifications sent directly to your device to alert you when a case is issued/paid or closed out.
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Updates for fully underwritten life products only (excludes term conversions, FIOs, SIUL, VUL and FLX products).
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Instant underwriting notification when a case is approved by the underwriter.
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Monitor in-force activity including, pending lapse, missed payments, disbursements, terminations, service activity and contract changes.
Watch this video to see how the Ameritas Agent App can help you stay connected. |
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