3.0 स्थापित करने के लिए सुरक्षित
GLIC SOA offers on-the-go professionals quick, on-demand access to crucial client data, appointments, and tasks. This mobile customer relationship management (CRM) tool is tailored for iPhone users, specifically designed for insurance agents, financial advisors, and other financial services professionals.
Accessible exclusively to SmartOffice users, GLIC SOA equips you with the necessary resources to maintain productivity regardless of your business location.
- Contacts: Easily access client contact information, communicate promptly via calls or emails, and utilize the maps integration for punctual client meeting arrangements.
- Appointments: Efficiently manage meetings, calls, and other appointments.
- Tasks: Take charge of your daily task list and monitor completed tasks.
- Notes: Document client interactions by typing notes on your device or using the voice input feature.
- Productivity: Assess your daily productivity through completed tasks, scheduled appointment hours, and more with the Dashboard feature.
- Insurance and Investments: Explore clients' insurance policies and investments to enhance understanding of their financial situation and requirements. Monitor the progress of new business, including quotes and illustrations.
विहंगावलोकन
GLIC SOA Ebix Inc द्वारा विकसित श्रेणी धंधा में एक Freeware सॉफ्टवेयर है।
GLIC SOA का नवीनतम संस्करण 3.0 है, जिसे 17-09-2024 को जारी किया गया था। इसे शुरू में 17-09-2024 को हमारे डेटाबेस में जोड़ा गया था।
GLIC SOA निम्न आपरेटिंग सिस्टमों पर चलता है: iOS.
GLIC SOA के यूजर्स ने इसे 5 में से 2 स्टार की रेटिंग दी है।
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