Back to Top
GLIC SOA Screenshot 0
GLIC SOA Screenshot 1
Free website generator for mobile apps; privacy policy, app-ads.txt support and more... AppPage.net

About GLIC SOA

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.

Similar Apps

Money Transfer,Payments,Travel

Money Transfer,Payments,Travel

1.5

EbixCash - India's Digital Cash EbixCash App- Money Transfer, Recharge and Pay...

Ebix Cash Business Travel

Ebix Cash Business Travel

0.0

Luxury TravelEbixcash takes care of all the needs of its customer, right...

RSRTC RESERVATION APP

RSRTC RESERVATION APP

0.0

This is the official Rajastan State Road Transport Corporation (RSRTC) Bus reservation...

Weizmann Forex - AOP

Weizmann Forex - AOP

0.0

Agent Oversight Program App by Weizmann ForexWeizmann Forex Mobile Agent Oversight Program...

EbixCash-POP

EbixCash-POP

0.0

EbixCash-POP(Proof of Payment) App is a mobile based document submission app for...

Ebix iConnect

Ebix iConnect

0.0

A leading international supplier of On-Demand software and E-commerce services to the...