KOFC-SOA 4+

Ebix Inc

Diseñada para iPad

    • Gratis

Capturas de pantalla

Descripción

KOFC SOA (SmartOffice Anywhere) allows Knights of Columbus Field Agents, on-demand access to their assigned client contact and policy information, as well as client-related appointments and tasks.
It's the ultimate mobile customer relationship management (CRM) tool for iPhone and IPad users, built especially for KOFC Field Agents.



KOFC SOA is only available to active Knights of Columbus Field Agents.



With KOFC SOA, you have the tools you need to stay productive no matter where your business takes you.



Contacts: Look up client contact information; call, text or e-mail clients quickly; use the maps integration to get to client meetings on time.
Policy view: View details about clients’ insurance policies to better understand clients’ needs.

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.
 Sets and Dynamic reports: Have quick access to your sets, as well as certain dynamic reports.

KOFC Insurance Website:
https://www.kofc.org/un/en/insurance/index.html

Novedades

Versión 2.1

New SingleSignOn Authentication Enhancements.

Privacidad de la app

Ebix Inc, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.

No se recopilan datos

El desarrollador no recopila ningún dato en esta app.

Las prácticas de privacidad pueden variar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

Más de este desarrollador

RSRTC RESERVATION APP
Viajes
Ebix Cash Business Travel
Viajes
EBAW Wellness Personal Tracker
Salud y fitness
EbixCash - SOA
Negocios
Ebix iConnect
Negocios
EbixCash
Viajes

Quizás te interese

Incident Reporter 365
Negocios
1071RadioLatina
Negocios
Simple Meeting Minutes
Productividad
Contador de Kilometraje
Finanzas
mail.co.uk Mail
Productividad
Parcel Map: Public Land Data
Negocios