说明
It's the ultimate mobile customer relationship management (CRM) tool for iPhone and IPad users, built especially for KOFC Field Agents.
KOFC SOA is only available to active Knights of Columbus Field Agents.
With KOFC SOA, you have the tools you need to stay productive no matter where your business takes you.
Contacts: Look up client contact information; call, text or e-mail clients quickly; use the maps integration to get to client meetings on time.
Policy view: View details about clients’ insurance policies to better understand clients’ needs.
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. Sets and Dynamic reports: Have quick access to your sets, as well as certain dynamic reports.
KOFC Insurance Website:
https://www.kofc.org/un/en/insurance/index.html
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- Ebix Inc.
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