Virtual Office Statetrust Life

Позволяет агентам иллюстрируют жизнь и аннуитет иллюстрации

Description

What can the StateTrust Life and Annuities App do for you?

The StateTrust Mobile Solution provides a platform that helps its agents sell Life, Annuity & Term policies. Using this platform the agents can create custom policies according to the customer's needs. StateTrust Life and Annuities is a global company specializing in life insurance, retirement plans and education funds designed for individuals, families and companies around the world and this App Virtual office is the platform to sell policies.

VirtualOffice allows Agents to:

Create illustration based on client needs.

Demonstrate the different Life, Annuity & Term plans to prospective customers.

View the plan information in pdf, email and import the same into IBooks.

Display the investment returns for different Investment profiles.

Enables the input and printing of digital E-Forms.

Additional Features:

View policy information, including premiums paid, insured amount, account values and investment performance (if applicable), and policy riders (if any)

Ability to input personal information of customers (i.e. address, phone numbers, email)

Ability to input beneficiaries, investment profiles, or riders

Policy Documents:

Choose paperless delivery option for policy documents

View a PDF of your Insurance policies documents