GLIC SOA 3.0

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.