GLIC SOA 4+
Ebix Inc
Desenvolvida para iPad
-
- Grátis
Capturas de ecrã
Descrição
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.
Novidades
Versão 3.0
New SingleSignOn Authentication Enhancements.
Privacidade da app
O programador, Ebix Inc, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador.
Dados não recolhidos
O programador não recolhe quaisquer dados desta app.
As práticas de privacidade podem variar, por exemplo, consoante as funcionalidades utilizadas ou a idade do utilizador. Saiba mais
Informação
- Fornecedor
- Ebix inc.
- Tamanho
- 2,8 MB
- Categoria
- Empresas
- Compatibilidade
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- iPhone
- Requer o iOS 11.0 ou posterior.
- iPad
- Requer o iPadOS 11.0 ou posterior.
- iPod touch
- Requer o iOS 11.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e o processador M1 da Apple ou posterior.
- Apple Vision
- Requer o visionOS 1.0 ou posterior.
- Idiomas
-
Inglês
- Idade
- 4+
- Copyright
- © 2010-2016 Ebix Inc
- Preço
- Grátis