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StateTrust Life and Annuities introduces a Virtual Office for Agents and Financial Advisors
With the implementation of the Virtual Office, StateTrust Life and Annuities supplies its agents with a powerful tool that will provide a wealth of information to facilitate sales activity.Tortola, Virgin Islands, January 4, 2010 – StateTrust Life and Annuities launched today its Virtual Office, an online tool designed to provide agents with detailed customer information that can be used for sales activities and customer follow-up. “The idea behind the virtual office is to centralize and have available in one place all the information that agents may need to carry out their sales activities, and to have it available in a timely manner” said David Vurgait , President of STL. Some of the main features of the Virtual Office are its modules to assist in sales activities, providing relevant and personalized information. The application also includes modules for querying and creating custom reports, for organizing and monitoring, informing agents of important events related to their administrative and sales activities, the Consultants Center module, where agents can find information that the company wants to share directly with them, and a payment processing module. “This is an ambitious project, which we hope will evolve with the feedback of its users, until it becomes the main source of support and information for all the agents of the company,” added Mr. Vurgait. StateTrust Life and Annuities is a company specializing in life insurance, travel insurance, education plans and retirement. It also has a team of experts in succession planning, investment planning and trusts.