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At Veritrust® Financial, LLC, our back office Team is committed to delivering you the best Rep support found in the Industry. Our experienced Staff is ready to answer your questions and define workable solutions to your individual needs. Our empowerment services to you include:
- Detailed app reviews before submission to Carriers.
- One-on-One help with more complex cases.
- Friendly and professional help with pending business.
Transition Support
- Timely follow-up of all submitted Client Broker/Dealer change requests.
- Priority processing of brokerage transfers.
- Staff to help guide new Representatives through our forms, policies, and procedures.
- In-house licensing Specialist who provides insurance (variable annuity) appointment paperwork and follow-up.
Technology
- With Pershing's NetX360 you have access to a complete technology solution to manage your evolving business needs.
- Strategic partnerships with a back office Client management system and web-based automated financial form software.
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