About GLIC SOA
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...
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.
Mar 30, 2021
Version 3.0
New SingleSignOn Authentication Enhancements.
Previous Versions
Here you can find the changelog of GLIC SOA since it was posted on our website on 2023-09-07 23:41:39.
The latest version is 3.0 and it was updated on 2024-04-19 19:28:50. See below the changes in each version.
GLIC SOA version 3.0
Updated At: 2021-03-30
Changes: Mar 30, 2021
Version 3.0
New SingleSignOn Authentication Enhancements.
Disclaimer
Official App Store Link
We do not host GLIC SOA on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Apple and passed their terms and conditions to be listed there. We recommend caution when installing it.
The App Store link for GLIC SOA is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
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