Turn-Key Platform
Turn-Key Platform"Do It Yourself" Solutions
The Platform
Choose Your Platform
PolicyTrac creates a "one-stop" solution scalable for firms. Its "do it yourself" technology solutions, back office services and business management tools allow its members to maximize their life settlement operations.
Modules currently available to all PolicyTrac Members include:
- Secured Document Delivery/Case Submissions Hub
- Case Management (Underwriting, Submissions, Negotiations, Closing)
- Interactive Bid Tracking (Real time bidding activity from Provider to Broker)
- Client Relationship Management (Contact and Sales Mgt)
- Process Management (Daily Activity Mgt)
- Document Management
- Business Analytics
- Member Licensing Matrix
- Custom Reporting
PolicyTrac’s user friendly technology enables members to manage their day-to-day activities, customize the services they need and transfer vital case data and communications via a fast, efficient and secure system. It reshapes and redefines the way the life settlement industry conducts business, channeling activity to one centralized hub.
To learn more, please complete our online information request form or contact a PolicyTrac® representative at 561-826-0300.
