Ameritas Agent1.14 - App Store

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

Version History We’ve made behind‑the‑scenes updates to improve consistency and the overall experience within the mobile app. 1.14 Aug 11 You can now send term life quotes to clients directly from your mobile device. Share via text, email, or chat – whatever works best for your client. It’s a faster, more flexible way to keep the conversation going and support your clients wherever you are. 1.13 06/05/2025 Enjoy a more seamless and unified quoting experience with clearer explanatory text to guide you, along with performance improvements and minor bug fixes. 1.12 02/28/2025 You can quote two term life insurance products.
- Both the Clear Edge Living Benefits and Value Plus Term Life Insurance products are quotable within the app (where available). 1.11 12/08/2024 The Ameritas Feed now offers dynamic daily touch points for you to connect with your clients:

Term Conversions Alert
Get a timely heads-up on term conversions, allowing you ample time to reach out to clients.

Policy Anniversaries Reminder
Stay up to date on your clients’ policy anniversaries, so you can ask if it’s the right time to add or increase coverage.

Client Birthday Wishes
Wish your clients a happy birthday to remind them that you’re always there, just a call or message away.

Stay connected and provide exceptional service with these new features! 1.10 09/16/2024 Quick Quotes on the Go

Our term life insurance calculator is now available in our native mobile app. Enter your client's information, compare options and calculate estimated coverage—all on the go. Give it a try! 1.9 01/11/2024 Take Control of Your Push Notifications - New granular controls allow you to decide which notifications you receive, so you can stay informed without being overwhelmed.

Two New Push Notifications - You’ll now see Pending Lapse and Claims Activity as Push Notifications options.

New Settings Tab - We're consolidating your profile, privacy, and notifications settings into one place, so you can easily find and manage them all. 1.8 09/04/2023 See in-force activity when there 
is movement on the contract.

Filter in-force activity by time and type of business.

Expanded search 
to include in-force activity.

Track disability income insurance applications. 1.7 05/01/2023 Pin Important Cases - You can Pin a case to move it to the top of your case list or Unpin the case. You can also Pin or Unpin cases on the detail screen.

Sort Your Cases - Sort your cases alphabetically (A-Z or Z-A) or by date (oldest to newest or newest to oldest.)

Highlighted Past Due Requirements - Case requirements older than 10 days will be highlighted with red text: "Ordered over 10 days ago." 1.6 12/07/2022 • 
Tapping on a notification now takes you directly to the case.
• You will be notified when a case is approved by the underwriter.

• Cases that are Paid are now clearly marked and Issued statuses have been simplified.
• If you have already enabled biometric unlock, get prompted automatically upon opening the app.
• We've also made several minor bug fixes to improve your experience. 1.5 09/23/2022 1.4 08/22/2022