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GLIC SOA Captures d'écran

À propos de GLIC SOA

GLIC SOA gives on-demand access to their critical client data.

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.

Quoi de neuf dans la dernière version 1.1

Last updated on Nov 17, 2018

Bug fixes

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Informations Application supplémentaires

Dernière version

Demande GLIC SOA mise à jour 1.1

Telechargé par

Princess Maresh Monio

Nécessite Android

Android 4.4+

Available on

Télécharger GLIC SOA sur Google Play

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