KOFC-SOA
Business
Free · Designed for iPad
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
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Data Not Collected
The developer does not collect any data from this app.
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Information
- Provider
- Ebix inc.
- Size
- 1.1 MB
- Category
- Business
- Compatibility
Requires iOS 11.0 or later.
- iPhone
Requires iOS 11.0 or later. - iPad
Requires iPadOS 11.0 or later. - iPod touch
Requires iOS 11.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2010-2021 Ebix Inc