Free

Details

  • Released
  • Updated
  • April 15, 2016
  • January 6, 2025

Features

GLIC SOA screenshot #1 for iPhone
GLIC SOA screenshot #2 for iPhone
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About

This mobile CRM tool provides on-the-go professionals with quick access to client data, appointments, and tasks. It helps insurance agents and financial advisors manage contacts, schedule meetings, track tasks, and record client interaction notes. The app also offers a dashboard to measure daily productivity.

Client contact management
Appointment scheduling
Task tracking
Client interaction notes
Productivity dashboard
Insurance and investment details
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What's New in GLIC SOA

3.1

January 6, 2025

Bug fixes and improvements

User reviews

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
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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???
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Needs some work

Works pretty well for the most part. Wish there was fingerprint log in option.

0 stars

Not only does the app does not work, the design is extremely outdated.

Developer apps

FAQ

What is GLIC SOA?

GLIC SOA is a mobile customer relationship management (CRM) tool designed for insurance agents and financial advisors. It provides on-demand access to client data, appointments, and tasks, helping professionals stay productive on the go.

Who can use GLIC SOA?

GLIC SOA is exclusively available to users of the SmartOffice platform. It is specifically built for insurance agents, financial advisors, and other financial services professionals.

What are the main features of GLIC SOA?

Key features include managing client contacts with calling and email integration, scheduling appointments, tracking daily tasks, recording notes on client interactions, and a productivity dashboard to measure performance.

Can GLIC SOA help with client financial details?

Yes, GLIC SOA allows users to view details of clients' insurance policies and investments. It also helps track the status of new business, including quotes and illustrations.

What devices does GLIC SOA support?

GLIC SOA is available for iPhone, iPad, and iPod devices.

How often is GLIC SOA updated?

The latest version of GLIC SOA is 3.1, and it was last updated on January 6, 2025. Updates aim to improve functionality and reliability for users.

What is the user rating for GLIC SOA?

GLIC SOA has a rating of 2.4 stars based on 5 ratings. This indicates that user satisfaction may be mixed.

Does GLIC SOA have ads?

No, GLIC SOA does not contain advertisements. As a free application, it focuses on providing a clean user experience without interruptions.