GLIC SOA 4+
Ebix Inc
Designed for iPad
-
- Free
Screenshots
Description
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.
What’s New
Version 3.0
New SingleSignOn Authentication Enhancements.
Ratings and Reviews
Why can’t we get an actual app???
So we can now use our fingerprint to get to saved login data, which is better than entering the login data each time, but still not fingerprint login to the actual SO system.
At some point it would be nice if Ebix would create an actual app. It is painful to use SO Anywhere, so I don’t use it, then have to load tasks into the system at the end of the day. It’s like my mother saying...”well why do I need an app when I can just do that on the internet?” Soooooo many reasons...
WHY CAN WE NOT GET AN APP???
Wow, Very Poor Functionality
I was so excited to see that there was an app, until I downloaded it. I am someone familiar with the web applications and wasn’t in the mobile version for more than 5 mins before discovering the following. First problem, it only displays 6 of your recent contacts? Second, once in a contact, I was seeing that someone else from my organization was the contact creator for a contact I input a couple months ago. No idea how that got crossed. Lastly, whenever I tap the “back” button the application freezes. Terrible performance
Needs some work
Works pretty well for the most part. Wish there was fingerprint log in option.
App Privacy
The developer, Ebix Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Ebix inc.
- Size
- 2.8 MB
- Category
- Business
- Compatibility
-
- 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+
- Copyright
- © 2010-2016 Ebix Inc
- Price
- Free