LIFE SETTLEMENT SERVICES

We provide a complete outsourced servicing solution for life settlement services. Our team of dedicated insurance analysts has unparalleled expertise in life insurance portfolio services. Having worked for years with many of the most sophisticated investors in life settlements, our team provides a high level of support to ensure optimal performance of our clients’ assets. Clients of ITM TwentyFirst also receive access to longevity data and insured information unavailable elsewhere in the market.
Connect is a secure, cloud-based, state-of-the-art platform providing you with real-time access to all policy and insured data which can be easily downloaded into Microsoft Excel, PDF, and a variety of other formats. Connect also provides you access to mortality data and historical underwriting information.
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Key Features
Policy Status, Values and Premium Confirmation
Ensure policies are in good standing every month
Electronic And Physical Tracking
Discover maturities quickly through multiple sources
Death Claim Processing
Prepare and process death claims efficiently
Insured And Policy Reporting
Ability to run portfolio reports in real time
Premium Optimization
Analyze policy premiums to find most efficient payment schedule
Portfolio Search
Every data point of your portfolio is easily searchable
Document Management
View or download some or all of your documents with a few clicks
Medical Record Retrieval & Rx Searches
Keep your medical records and prescription information current with our in-house procurement team
Historical Underwriting
Gain context for a Life Expectancy by comparing to an insured’s full underwriting history
Longevity Data
Access to our Actual/Expected calculator to analyze over 200,000 underwritings