GLIC SOA 3.0

GLIC SOA 3.0

Ebix Inc  ❘ Freeware
iOS
fuori voti 5
Ultima versione
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)

Imparentato


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.
Sicuro e libero download controllato da UpdateStar

Rimani aggiornato
con UpdateStar freeware.

Ultime recensioni

Logitech Gaming Software Logitech Gaming Software
Personalizza la tua esperienza di gioco con il software di gioco Logitech!
Lexware Finanzmanager 2016 Lexware Finanzmanager 2016
Una gestione finanziaria efficiente diventa facile con Lexware Finanzmanager 2016!
A AddressGrabber Business
Acquisisci e gestisci facilmente i contatti con AddressGrabber Business
FileOrganizer FileOrganizer
Ordina i tuoi file senza sforzo con FileOrganizer di Abelssoft!
C CDR Repair Kit
Recupera facilmente i file CDR danneggiati con il kit di riparazione CDR
S SoftActivate Licensing SDK
Semplifica le licenze software con SoftActivate Licensing SDK
UpdateStar Premium Edition UpdateStar Premium Edition
Mantenere aggiornato il tuo software non è mai stato così facile con UpdateStar Premium Edition!
Microsoft Edge Microsoft Edge
Un nuovo standard nella navigazione web
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Migliora le prestazioni del tuo sistema con Microsoft Visual C++ 2015 Redistributable Package!
Google Chrome Google Chrome
Browser Web veloce e versatile
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Componente essenziale per l'esecuzione di applicazioni Visual C++
Microsoft Update Health Tools Microsoft Update Health Tools
Strumenti per l'integrità di Microsoft Update: assicurati che il tuo sistema sia sempre aggiornato!

Ultimi aggiornamenti


Aqua Sound

AceThinker's Aqua Sound is a software that allows users to record and convert audio files in various formats. With Aqua Sound, users can easily capture and record any sound that is played on their computer, including music, online radio …

Batch File FTP Sync Uploader 2025.17.707

Batch File FTP Sync Uploader by Batchwork Software Batch File FTP Sync Uploader by Batchwork Software is a powerful tool designed to help users automate the process of uploading files to FTP servers.

Zortam Mp3 Media Studio 32.95

Zortam Mp3 Media Studio: A Comprehensive Music Management Software Zortam Mp3 Media Studio, developed by Zortam Corporation, is a powerful and versatile all-in-one music management software.

Batch PPT to PDF Converter 2025.17.707

Overview of Batch PPT to PDF Converter by Batchwork Software The Batch PPT to PDF Converter, developed by Batchwork Software, serves as a dedicated tool for converting PowerPoint presentations into PDF format.

Voxengo Crunchessor 2.20

Editor's Review: Voxengo Crunchessor by Voxengo Voxengo Crunchessor is a versatile and powerful dynamic audio plugin designed to enhance the quality of audio recordings and productions.