Our policy management provides secure, comprehensive, and transparent access to your portfolio information. Data is available for every level of inquiry. Portfolio level data summarizes portfolio information and activity. Policy and insured level data provide specifics for each asset in the portfolio.
SERVICING
We provide the tools, guidance and security for life settlement portfolio managers.
24/7 SECURE ONLINE ACCESS
Use your individual login ID to securely access your policy information anytime & anywhere via the public internet.
ADVANCED & QUICK SEARCH OPTIONS
Quickly search your portfolio by insured name, policy number, or ID number, or use the Advanced Search function for a broader range of search criteria.
DATA PRIVACY
Configure your user access to mask key fields such as name, SSN, date of birth, tax-ID, policy number, address, and telephone number.
DOCUMENT MANAGEMENT
We offer secure online storage for you to safeguard, organize and access electronic copies of important documents – from life expectancy reports to medical records to policies and illustrations.
PORTFOLIO DATA SUMMARY
Summary data and interactive graphs provide users with easy access to important portfolio information.
LE COMPARISON TOOL
LE Reports are compared to the most recent previous report from the same underwriter. Portfolio owners can quickly assess which new LE reports will likely have the largest impact on policy value
CLAIMS ACTIVITY TRACKING
Life Capital Group will notify owner of any death within the portfolio and will immediately begin the claim submission process. We will assist in the gathering of the death certificate and ensure the claim is submitted timely.
CARRIER DIRECTORY
Up to date insurance company information is available including address, telephone, and insurance company ratings (AM Best, S&P, Moody’s, Fitch, & Weiss).
GRACE PERIOD MONITORING
Policies which enter the grace period are closely tracked and monitored to ensure assets are analyzed in time for portfolio managers to determine whether or not to remit the required payments.
SINGLE POLICY ACCESS
Detailed policy, insured, projection, document, & service information is available for each serviced policy in the portfolio
PROJECTION INFORMATION
View payment projections extended to maturity for each policy along with payment confirmation and policy value information.
INSURED INFORMATION
Access insured demographic data along with current and past life expectancy report information.