Ameritas Agent gives you instant access to all your cases throughout the application process
Ameritas Agent
What is it about?
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.
App Screenshots
App Store Description
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.
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