Ultima versione
3.0 Cassaforte da installare
3.0 Cassaforte da installare
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.
Panoramica
GLIC SOA è un software Freeware nella categoria Affari sviluppato da Ebix Inc.
L'ultima versione di GLIC SOA is 3.0, pubblicato su 17/09/2024. Inizialmente è stato aggiunto al nostro database su 17/09/2024.
GLIC SOA viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di GLIC SOA ha dato un punteggio di 2. 5 stelle su 5.
Schermate (Clicca per ingrandire)
Prodotti correlati
Flo Financial
Flo offers a unique approach to financial management, positioning itself as more than just an app but as a guiding philosophy for reaching financial independence.
ForgetMeNote Inc
ForgetMeNote is a social networking platform designed to facilitate connection and remembrance among friends and loved ones on various occasions, such as birthdays, anniversaries, and promotions.
Guardian Life Insurance Events
This app serves as the official platform for events organized by The Guardian Life Insurance Company of America. It is tailored to enrich the experience of participants at Guardian conferences, meetings, and training sessions by offering …
Hearsay Mobile
Hearsay Mobile offers financial services professionals a comprehensive solution for managing compliant social media, text, and messaging all in one place.
Living Balance Sheet®
Access for clients of The Living Balance Sheet® (LBS) allows you to effortlessly view and manage your personal balance sheet, track your goals and tasks, securely access your document vault, and connect with your trusted financial …
PAS NetXi
Park Avenue Securities Mobile offers a comprehensive solution for effectively managing your investments. This mobile app allows you to remain connected while on the move, accessible through your iPhone or iPad.
Swift Supply Web Track
Web Track provides users with access to the widely utilized BisTrack system developed by Epicor Software Corporation. Customers of Swift Supply BisTrack have the opportunity to download this application and utilize a password provided by …
Workplace - work_connected
Optimize your productivity by using workplace_ during your most efficient working hours. Sync your work email, contacts, and calendar on your iPhone or iPad. Browse, preview, and edit work files using other applications.Ultimi aggiornamenti
Gps Family Location Tracker 1.3.59
Real-Time Location SharingCommunicating your precise location to others can often be challenging, especially when you are on the move. This application addresses that issue by allowing users to share their real-time location effortlessly.
Trader's Box 3.6.1
The version 3.0 of the Trader’s Box App offers features that make trading faster and more convenient on-the-go. Product Search: Quick and clear – find leverage products in just 3 clicks.
Cartão Fidelidade Digital 2.3.5
An exclusive system for digital loyalty card customers accessible via mobile, with credits given in person or online. Users also receive promotional notifications and more.
Trucker Guide: Truck GPS Maps 3.0.1
Trucker Guide serves as a comprehensive GPS navigation tool tailored specifically for commercial drivers. This platform is designed to enhance the driving experience for those who haul both over-the-road (OTR) and local deliveries.
Mumbai Mafia: Underworld RPG 0.0.41
The immersive narrative of Mumbai Mafia: Underworld India invites players into the city's intricate underworld, where power dynamics shape every interaction.
ЮД.Аудиогид 2.0.0
This is the official mobile application of the Yusupov Palace on the Moika River in St. Petersburg, designed for independent visits to the exhibitions and exhibition spaces of the Yusupov family estate accompanied by an audio guide.Ultime notizie
Ultime recensioni
|
Excel Password Recovery Lastic
Sblocca i tuoi file Excel con facilità |
|
|
UFS Explorer Professional Recovery
Potente soluzione di recupero dati per professionisti |
|
 |
Sniper Elite
Prova l'emozione di essere un abile cecchino in Sniper Elite! |
|
Advanced Time Reports Premier
Soluzione efficiente per il monitoraggio del tempo per i professionisti |
|
|
askSam
askSam: il tuo ultimo organizzatore di informazioni personali |
|
|
ABC-View Manager
Semplifica la gestione visiva con ABC-View Manager |
 |
UpdateStar Premium Edition
Mantenere aggiornato il tuo software non è mai stato così facile con UpdateStar Premium Edition! |
 |
Microsoft Visual C++ 2015 Redistributable Package
Migliora le prestazioni del tuo sistema con Microsoft Visual C++ 2015 Redistributable Package! |
 |
Microsoft Edge
Un nuovo standard nella navigazione web |
 |
Google Chrome
Browser Web veloce e versatile |
 |
Microsoft Visual C++ 2010 Redistributable
Componente essenziale per l'esecuzione di applicazioni Visual C++ |
 |
Microsoft Update Health Tools
Strumenti per l'integrità di Microsoft Update: assicurati che il tuo sistema sia sempre aggiornato! |
