White-Glove Life Settlement Servicing
Settlement Services runs the operational infrastructure behind professionally managed life settlement portfolios — pairing two decades of servicing expertise with secure, technology-enabled administration.
What We Do
Settlement Services combines experienced human servicing with technology-enabled administration to handle life settlement policies accurately, securely, and efficiently — so investors, providers, and portfolio managers can focus on strategy instead of paperwork.
Every engagement is personalized, transparent, and built for long-term portfolio performance — not a one-size-fits-all back office.
Servicing Capabilities
Seven core capabilities — each built to reduce administrative burden while increasing visibility into portfolio performance.
Order, track, and receive LE reports from leading providers — fully integrated and securely stored.
Learn moreScheduling, tracking, and verification-of-coverage confirmations that keep every policy in force.
Learn moreReal-time monitoring with notifications and reporting as insured status changes.
Learn moreEnd-to-end claims lifecycle management, from filing through payout.
Learn moreHIPAA-compliant retrieval, integrated directly into our digital servicing portal.
Learn more24/7 secure access to documents, dashboards, and portfolio updates.
Learn moreOur Process
Policies and records are captured, verified, and loaded into the servicing platform.
Premiums, VOCs, and records acquisition are managed on an ongoing, scheduled basis.
Mortality tracking and portfolio reporting keep stakeholders continuously informed.
Ongoing analysis surfaces opportunities to improve portfolio-level outcomes.
Technology
Our digital servicing portal gives clients organized policy records, secure access, and faster reporting — reducing administrative burden without replacing the experienced team behind every policy.
See the PlatformWho We Serve
Portfolio-scale servicing infrastructure with reporting built for institutional oversight.
White-label servicing capacity that extends your operations without adding headcount.
Consistent monitoring and optimization support across diverse policy books.
Personalized servicing and clear reporting for direct policy ownership.
Fiduciary-grade recordkeeping and documentation support.
Discreet, precise servicing built around a long-term ownership horizon.
Why Settlement Services
Existing clients can log in to the Settlement Services digital servicing portal for 24/7 access to policy documents, dashboards, and reporting.
Go to Client Portal
Part of the Settlement Group Family
Our affiliate handling life settlement and viatical settlement transactions for policy sellers, advisors, brokers, and investors.
Visit settlementgroup.ioAn affiliated organization within the broader Settlement Group family of life settlement companies.
Visit settlementoptions.ioTell us about your portfolio and we'll show you how white-glove servicing and secure technology work together.
