EFFICIENT. PROVEN. VALIDATED.

A platform designed exclusively for life settlement fund managers.

DATA DISCOVERY

ServiceTrack provides secure, comprehensive, and transparent access to your portfolio information. Data is available for every level of inquiry. Portfolio level data summarizes portfolio information and activity. Policy and Insured level data provide specifics for each asset in the portfolio. Reference tables allow you to access important peripheral information (e.g. Insurance Carrier Information).

Since ServiceTrack is the administration system used by LexServ, the system always provides you with the most up to date portfolio information.

MONITOR ACTIVITY

ServiceTrack provides you with several options for monitoring activity in your portfolio. A Dashboard page provides current portfolio statistics using both graphs and figures. The associated Activity page will alert you to in-progress activities in several areas and provide easy access to work queues which contain even more information about in-progress activities.

The information and monitoring capabilities available through ServiceTrack will allow you to choose whether to monitor your portfolio using summary or detailed service information.

EXPLORE & ACCESS DOCUMENTS

ServiceTrack includes a document management component to capture information from all documents received in the course of LexServ’s servicing of your portfolio. There are more than 50 document types defined in the system, and your access will provide the ability to search by document type and/or other criteria (e.g. document receipt date).

The documents interface will allow you to create custom file names for your documents, extract the search results list of documents to Excel, and export copies of the actual documents to a zip file.

SEARCH & ANALYSIS

ServiceTrack includes search functions through which you can perform filtered searches for policies and insureds in your portfolio. Search results contain links to the detail information pages within ServiceTrack, and can be exported to Excel.

ServiceTrack supports your analysis by providing access to full premium projections and recent policy values. It maintains current LE information, along with a history of all LE information ever entered in the system. It also includes a tool which allows you to quickly and easily compare new LE values to the prior values for the same underwriter.

All of your portfolio information is available for reporting, or for data extract. LexServ is happy to work with you and configure a data plan to meet your analysis needs.

SERVICETRACK FEATURES

We provide the tools, guidance and security for life settlement portfolio managers.

24/7 SECURE ONLINE ACCESS

Use your individual login ID to securely access ServiceTrack anytime & anywhere via the public internet.

ADVANCED & QUICK SEARCH OPTIONS

Quickly search your portfolio by insured name, policy number, or ID number, or use the Advanced Search function for a broader range of search criteria.

DATA PRIVACY

Configure ServiceTrack user access to mask key fields such as name, SSN, date of birth, tax-ID, policy number, address, and telephone number.

DOCUMENT MANAGEMENT

Electronic documents are organized and can be searched by document type and date. Document naming convention is flexible and documents can be viewed or downloaded.

PORTFOLIO DATA SUMMARY

Summary data and interactive graphs provide users with easy access to important portfolio information.

LE COMPARISON TOOL

LE Reports are compared to the most recent previous report from the same underwriter. Portfolio owners can quickly assess which new LE reports will likely have the largest impact on policy value.

CLAIMS ACTIVITY TRACKING

Portfolio activity is summarized and the user can easily access important transaction and workflow details.

CARRIER DIRECTORY

Up to date insurance company information is available including address, telephone, and insurance company ratings (AM Best, S&P, Moody’s, Fitch, & Weiss).

GRACE PERIOD MONITORING

Policies which enter the grace period are closely tracked and monitored to ensure assets are analyzed in time for portfolio managers to determine whether or not to remit the required payments.

SINGLE POLICY ACCESS

Detailed policy, insured, projection, document, & service information is available for each serviced policy in the portfolio.

PAYMENT HOLD OPTION

Portfolio managers may choose to stop payments on specific policies, and ServiceTrack provides an interface which allows portfolio managers to view all such policies.

PROJECTION INFORMATION

View payment projections extended to maturity for each policy along with payment confirmation and policy value information.

INSURED INFORMATION

Access insured demographic data along with current and past life expectancy report information.

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