Affiliates
Our experienced team ensures timely and accurate premium payments, based on optimized internal projections or third-party schedules. We coordinate closely with clients, administrators, and intermediaries to track payment dates, confirm wire transfers, and manage the risk of policy lapses.
To prevent issues caused by processing errors or lost payments, we verify policy status through direct recorded calls with carriers. Our analysts confirm premium receipt, proper application of funds, and updated policy values—identifying anomalies that require special attention or enhanced analysis.
Our proprietary methods, multi-source databases, and ongoing contact with insureds and their families enable us to monitor the status of each insured in real time. This ensures early detection of maturity events, protecting and optimizing portfolio outcomes.
We manage the entire claims process with speed, diligence, and compassion. From notification to documentation and carrier communication, we ensure that claims are completed efficiently and respectfully, maintaining clear communication with policy owners throughout.
Through proprietary models our expert analysts and actuaries decode complex policy structures. We develop optimized cost curves and premium strategies to reduce expenses and maximize portfolio returns.
We leverage deep industry experience and provider-specific knowledge to efficiently procure critical medical records. Our process targets the right sources, minimizes delays, and supports accurate life expectancy assessments, enhancing asset valuation accuracy.
We perform detailed audits of policy documentation to identify and mitigate potential risks before acquisition. Using AI-powered tools and enhanced OCR technology, we deliver a secure, streamlined onboarding experience. Clients can access all documents via our encrypted online portal.
We procure up-to-date life expectancy reports based on client preferences, and schedule regular medical record and Rx updates. This proactive approach ensures accurate asset valuation and risk management.
Our dedicated call center and technology infrastructure provide investors with custom reporting, real-time portfolio access, and secure document delivery—ensuring transparency and confidence.
Whether you're an investor, fund manager, or life settlement professional, The Settlement Group offers the comprehensive, high-touch support you need to manage and grow your portfolio with confidence.
