GLIC SOA
免費
3.0for iPhone, iPad and more
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GLIC SOA 螢幕截圖
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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最新版本3.0更新日誌
Last updated on 2021年03月30日
歷史版本
New SingleSignOn Authentication Enhancements.
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Version History
3.0
2021年03月30日
New SingleSignOn Authentication Enhancements.
2.0
2020年03月16日
Talk to Text Transcribe issue fixes
1.9
2019年08月21日
Face ID and Touch ID authentication Enhancements.
1.8
2018年12月18日
WalkMe training feature added
1.6
2018年10月18日
bug fixed
1.3
2017年07月26日
bug fixing
1.2
2017年07月25日
Bug fixing
1.1
2016年04月25日
Jailbreak detection check implemented.
1.0
2016年04月15日
GLIC SOA FAQ
點擊此處瞭解如何在受限國家或地區下載GLIC SOA。
以下為GLIC SOA的最低配置要求。
iPhone
須使用 iOS 11.0 或以上版本。
iPad
須使用 iPadOS 11.0 或以上版本。
iPod touch
須使用 iOS 11.0 或以上版本。
GLIC SOA支持英文