We deliver comprehensive servicing solutions that safeguard portfolios, reduce risk, and streamline operations.
Life Expectancy Reports
Order, track, and receive LE reports from leading providers — fully integrated and securely stored.
Premium Payment Management & Verification of Coverage
Never miss a payment. Our team handles scheduling, tracking, and VOC confirmations to ensure continuous coverage.
Insured & Mortality Tracking
Real-time monitoring with timely notifications and reporting to keep portfolios up to date.
Claims Processing & Tracking
From filing to payout, we manage the claims lifecycle to maximize efficiency and accountability.
Medical Records Acquisition
HIPAA-compliant retrieval, integrated into our digital servicing portal.
Digital Servicing Portal
24/7 secure online access to policy documents, performance dashboards, and status updates.
Proprietary Intelligence — MikeCulator
Advanced mortality forecasting and premium optimization tailored to your specific portfolio.
Our infrastructure is built for security, reliability, and compliance.
• Encrypted systems for sensitive data
• High-availability architecture for uninterrupted operations
• Processes designed to meet or exceed regulatory requirements
• 20+ Years of Proven Experience – Deep industry expertise and long-standing client trust
• Licensed in 36 States – Nationwide compliance coverage
• $10B+ Transactions Supported – Scale and credibility for institutional portfolios
• Investor-Friendly & White-Labeled – Your brand, our servicing
• Our Partners:
- Salesforce
- Egnyte
- Nanonets
- OpenAI
