Life Settlement Tracker (LST)

The Life Settlement Tracker was developed to meet the specific needs of life settlement provider, investment entities/funders and life settlement brokerage offices. LST focuses on facilitating and automating the life settlement pricing analysis and price offer process. The web-based system provides users with automated processing, improved communication, collaboration and rapid and secure dissemination and retrieval of information from locations around the world.

Life Settlement Tracker Features

•  Fully functional case management is integrated with a contact manager.

•  Document management allows the storage and tracking of each document related to a case.

•  Automated case requirements, based on user-defined rules, facilitate timely and accurate case management.

•  Electronic notifications to team members when the case reaches transition points in the processing and when predetermined time limits have been exceeded.

•  Integration of email and case management functionality provides improved case tracking and process documentation.

•  Management and workflow reporting.

•  Data security involves full encryption of data stream using Secured Sockets Layer (SSL) to protect your and your clients' data.