# GLIC SOA

> Mobile CRM for insurance and financial professionals to manage clients and tasks. (iPhone/iPad app by Zinnia Tech Solutions LLC.)

- Source: https://appshunter.io/ios/app/glic-soa/id1102291987 (this page in markdown: same URL + `.md`)
- Developer: [Zinnia Tech Solutions LLC](https://appshunter.io/developer/1801165382)
- Category: Business, Finance
- Price: Free
- Rating: 2.40/5 from 5 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 1 MB
- Languages: American English
- Released: 2016-04-15
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/glic-soa/id1102291987/reviews.md

## What is GLIC SOA?

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.

## Key features

- Client contact management
- Appointment scheduling
- Task tracking
- Client interaction notes
- Productivity dashboard
- Insurance and investment details

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/glic-soa/id1102291987/reviews.md

### 1/5 — Wow, Very Poor Functionality

*2023-06-01*

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

### 2/5 — Why can’t we get an actual app???

*2019-09-11*

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???

### 3/5 — Needs some work

*2016-05-06*

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

### 1/5 — 0 stars

*2016-05-05*

Not only does the app does not work, the design is extremely outdated.

## Frequently asked questions about GLIC SOA

### 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.

## Version history (last 5 releases)

### 3.1 — 2025-01-06

Bug fixes and improvements

### 3.0 — 2021-03-30

New SingleSignOn Authentication Enhancements.

### 2.0 — 2020-03-16

Talk to Text Transcribe issue fixes

### 1.9 — 2019-08-21

Face ID and Touch ID authentication Enhancements.

### 1.8 — 2018-12-18

WalkMe training feature added

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## More apps by Zinnia Tech Solutions LLC

- [SmartOffice Anywhere](https://appshunter.io/ios/app/smartoffice-anywhere/id897810149)

All apps by Zinnia Tech Solutions LLC: https://appshunter.io/developer/1801165382

## Related topics

[glic soa](https://appshunter.io/ios/topics/glic-soa) · [zinnia tech solutions llc](https://appshunter.io/ios/topics/zinnia-tech-solutions-llc)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*