Policy Servicing
Seven core capabilities — each designed to reduce administrative burden while increasing visibility into portfolio performance, for portfolios of any size.
Order, track, and receive LE reports from leading providers — fully integrated and securely stored within your policy record.
Real-time monitoring of insured status, with notifications and reporting as circumstances change.
End-to-end lifecycle management from filing to payout, tracked at every stage.
HIPAA-compliant retrieval, integrated directly into our digital servicing portal.
24/7 secure access to documents, dashboards, and portfolio updates, whenever stakeholders need them.
Ongoing mortality forecasting and premium analysis, tailored to your specific portfolio, to support better-informed decisions.
Why Choose Settlement Services
Our Process
Policies and records are captured, verified, and loaded into the servicing platform.
Premiums, VOCs, and records acquisition are managed on an ongoing basis.
Mortality tracking and reporting keep stakeholders continuously informed.
Ongoing analysis surfaces opportunities to improve portfolio outcomes.
Built For
Whatever your role in a managed portfolio, our servicing model adapts to the scale and structure of your holdings. See Who We Serve for details by audience.
