GLIC SOA
무료
3.0for iPhone, iPad and more
Age Rating
GLIC SOA 스크린 샷
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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최신 버전 3.0의 새로운 기능
Last updated on Mar 30, 2021
오래된 버전
New SingleSignOn Authentication Enhancements.
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Version History
3.0
Mar 30, 2021
New SingleSignOn Authentication Enhancements.
2.0
Mar 16, 2020
Talk to Text Transcribe issue fixes
1.9
Aug 21, 2019
Face ID and Touch ID authentication Enhancements.
1.8
Dec 18, 2018
WalkMe training feature added
1.6
Oct 18, 2018
bug fixed
1.3
Jul 26, 2017
bug fixing
1.2
Jul 25, 2017
Bug fixing
1.1
Apr 25, 2016
Jailbreak detection check implemented.
1.0
Apr 15, 2016
GLIC SOA FAQ
제한된 국가 또는 지역에서 GLIC SOA를 다운로드하는 방법을 알아보려면 여기를 클릭하십시오.
GLIC SOA의 최소 요구 사항을 보려면 다음 목록을 확인하십시오.
iPhone
iOS 11.0 이상 필요.
iPad
iPadOS 11.0 이상 필요.
iPod touch
iOS 11.0 이상 필요.
GLIC SOA은 다음 언어를 지원합니다. 영어