GLIC SOA
Gratis
3.0for iPhone, iPad and more
Age Rating
لقطات الشاشة لـ GLIC SOA
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 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.
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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تحديث لأحدث إصدار 3.0
Last updated on 30/03/2021
الإصدارات القديمة
New SingleSignOn Authentication Enhancements.
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Version History
3.0
30/03/2021
New SingleSignOn Authentication Enhancements.
2.0
16/03/2020
Talk to Text Transcribe issue fixes
1.9
21/08/2019
Face ID and Touch ID authentication Enhancements.
1.8
18/12/2018
WalkMe training feature added
1.6
18/10/2018
bug fixed
1.3
26/07/2017
bug fixing
1.2
25/07/2017
Bug fixing
1.1
25/04/2016
Jailbreak detection check implemented.
1.0
15/04/2016
GLIC SOA FAQ
انقر هنا لمعرفة كيفية تنزيل GLIC SOA في بلد أو منطقة محظورة.
تحقق من القائمة التالية لمعرفة الحد الأدنى من المتطلبات GLIC SOA.
iPhone
Requiere iOS 11.0 o posterior.
iPad
Requiere iPadOS 11.0 o posterior.
iPod touch
Requiere iOS 11.0 o posterior.
GLIC SOA هي مدعومة على اللغات Inglés