Ameritas Agent

Ameritas Agent gives you instant access to all your cases throughout the application process. Easily search your book of business, track progress, and manage case requirements all with a few clicks.

Key Features

• Sort cases by Pending, Issued and Not Placed
• Search for cases by the name of your client
• Quickly identify your cases’ current status: Review, Required, Pending Missing Data, Ordered, Received, Reviewed, Not in Good Order, Cancelled, Waived, or Order Fail

Ongoing enhancements and additional features will be pushed to the app as they are developed.