Member Options

Packages to Fit Your Needs

Membership

Home > Membership > Member Options

Choose Your Platform

In today's competitive life settlement industry, firms are challenged with growing their life settlement activity while simultaneously managing operations and controlling costs. PolicyTrac services are offered through a simple "need-based" model, allowing members to choose the solutions they require. It enables members to organize workflow, improve communications and enhance regulatory compliance and overall profitability with a single system.

In addition, PolicyTrac enables member firms to private label their platform. Members can now access and experience the innovative technology while promoting and maintaining their brand and reputation.

Membership services can be customized to your organization to include:

Membership Level	Module	Core Functionality Options
Basic	Secure Provider Submissions	Document Management Licensing
Bronze	Secure Provider Submissions Case Management	Document Management Licensing Case Management Functionality Insured Underwriting Policy Underwriting Bid Tracking Closing Management Notes
Silver	Secure Provider Submissions Case Management Daily Activity & Operations Management	Document Management Licensing Case Management Functionality Daily Tracking of open items, underwriting follow ups, and case specific note follow ups.
Gold	Secure Provider Submissions Case Management Daily Activity & Operations Management Contact Tracking	Document Management Licensing Case Management Functionality Daily Tracking of open items, underwriting follow ups, and case specific note follow ups. CRM functionality providing lead and contact tracking, notes and case activity. Secure Producer Submissions Hub available for an additional fee.
Platinum	Secure Provider Submissions Case Management Daily Activity & Operations Management Contact Tracking Analytics & Reporting	Document Management Licensing Case Management Functionality Daily Tracking of open items, underwriting follow ups, and case specific note follow ups. CRM functionality providing lead and contact tracking, notes and case activity. Secure Producer Submissions Hub available for an additional fee. Standardized reporting package, including: Receivable Reporting Underwriting Reporting Bid Tracking Reporting Closing Reporting

To learn more about PolicyTrac�s membership options, technology or back-office solutions, please contact info@policytrac.com

Name:
Phone:
Company:
E-Mail:
Address:
City:
State:
Zip:
Code:

Member Options

Membership

Home > Membership > Member Options

Request More Information

Choose Your Platform