Workplace vs GLIC SOA

Get work done when you’re most productive with workplace_ Access your email, files, documents, calendar, contacts, and more. Keep all your documents synced across devices so you're never more than a few taps away from your work. workplace_ let’s you: — Sync your work email, contacts, and calendar with your iPhone or iPad. — Browse, preview, and edit your work files in other apps. — Securely share files with three levels of access control. — Upload photos and files from other apps via share and action extensions. — Access your company directory. — Verify your account sign-ins for extra security. — Configure access control with Touch ID or PIN. — Get access with the Offline Code even without cell service. — Monitor and control the devices, apps, and browsers connected to your account. — Access the Help Center or 24/7 phone and email support.

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.