Portfolio Management
Financial Institutions that use portfolio insurance products understand the importance of rate stability. To provide rate stability, we monitor each of our customer portfolios on a monthly basis and provide our portfolio analysis tools and reports via our website. Existing customers now enjoy the benefits of our real time portfolio analysis tools.
We perform complete portfolio analysis on each of our large clients’ portfolios every 6 months. The model is shared with our clients and we collaborate using “what-if” analysis techniques. Any changes in coverages and/or rates are determined during these “what-if” analysis meetings.
Reporting
Proper documentation is a key to successful execution of your insurance programs. On-line policy images, claim documentation images, claim worksheets, payoff worksheets, and appraisals are just a few of the on-line documents available to the lender’s claims management personnel. Customized internet reports are available on request.