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All purchases include three years of servicing

Servicing Company:

www.settlementservices.io
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Comprehensive Policy Servicing

End-to-end servicing to keep every policy funded, compliant, and on track.

Premium Payment Management

Ensures timely, uninterrupted coverage on every policy.

Verification of Coverage (VOC)

Direct carrier confirmations to verify status and terms.

Insured Tracking

Continuous monitoring of insureds for relevant updates.

Claims Processing

Support and coordination from initial claim to payout.

Premium Optimization

Helps reduce overfunding and preserve capital.

Medical Records Acquisition

Compliant, efficient retrieval of health data when needed.

Online Servicing Portal

Secure, Real-Time Access

Single portal for full policy, premium, and servicing visibility.

Centralized Policy Management

View and manage all policy, premium, and insured information.

Custom Service Requests

Place and track customized service orders seamlessly.

Documents & Status

Download documents and monitor request status anytime.

Institutional-Grade Controls

Built to support institutional scale, governance, and transparency.

Online servicing portal dashboard

Data, Reports, Orders,
Live Health Updates & More

Bring portfolio analytics, health updates, and policy actions into a single view.

Portfolio analytics and reports
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