GLIC SOA
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GLIC SOA
GLIC SOA

GLIC SOA

Developer: Ebix Inc
App Size: 2.8 MB
Release Date: Apr 15, 2016
Price: FREE
4.4
5 Ratings
Size
2.8 MB

Screenshots for App

iPhone
iPhone X
More Screenshots for iPad
GLIC SOA gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.

It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*


GLIC SOA is only available to the SmartOffice users.

With GLIC SOA, you have the tools you need to stay productive no matter where your business takes you.

· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.
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GLIC SOA 3.0 Update
Mar 30, 2021 Version History
New SingleSignOn Authentication Enhancements.

~Ebix Inc
More Information about: GLIC SOA
Price: FREE
Version: 3.0
Compatibility: Requires Requires iOS 11 or later
Size: 2.8 MB
Genre: Business
Release Date: Apr 15, 2016
Last Update: Mar 30, 2021
Content Rating: 4+
Developer: Ebix Inc
Language: English -


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