In this CRM app, field agents can access client information, view policies, and manage appointments. Includes contact management, policy details, task tracking, and note recording features.
AppRecs review analysis
AppRecs rating 4.3. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★★☆
4.3
AppRecs Rating
Ratings breakdown
5 star
82%
4 star
9%
3 star
0%
2 star
0%
1 star
9%
What to know
✓
High user satisfaction
91% of sampled ratings are 4+ stars (4.3★ average)
About KOFC-SOA
KOFC SOA (SmartOffice Anywhere) allows Knights of Columbus Field Agents, on-demand access to their assigned client contact and policy information, as well as client related appointments and tasks.
It's the ultimate mobile customer relationship management (CRM) tool for Android 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
It's the ultimate mobile customer relationship management (CRM) tool for Android 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
KOFC-SOA Screenshots
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