Asset Servicing
Rangetree offers clients custom-tailored asset servicing in two primary markets:
· Loan Servicing
· Life Settlement
Loan Servicing
Borrower statements, loan payoffs, late notices and customer care are just a few of our capabilities in the area of Loan Servicing. Through our use of The Mortgage Office software we can effectively manage thousands of loans for a variety of clients.
Policy Services
We manage policies to maximize returns for our clients. Beyond basic premium optimization, we review every policy characteristic and policy change to assess the possibility for cash withdrawals, policy loans or changes in premium payments based on investment strategy. Life Equity’s recommendations have saved our clients millions of dollars over the lives of their portfolios.
Policy Management
Timely and accurate premium payments, efficient gathering of insured information and effective death benefit administration depend on developing strong relationships with all involved entities to insure the most prompt return on your investment. Whether it’s the policy owner/trustee, the insured or their contacts or the insurance company, it’s all about relationships…
Insured Services
Our professional Portfolio Servicing Coordinators develop a personal relationship with the insured or their designated contacts through consistent quarterly communication. These relationships allow us to better serve our clients when we need additional documents signed or require updated information.
Our expert policy analysts are available to assist you with any questions or requests. We provide fast, accurate support to our clients in areas such as:
· Handling premium payments and confirmations
· Managing carrier correspondence
· Monitoring policy changes and providing corresponding advice
When it is time to collect a death benefit, Rangetree provides clients with a dedicated team of employees under the oversight of our legal department to insure claims are paid properly and timely. We pride ourselves on “same day service” throughout the claim process and will diligently follow up on your claim until it is paid in full.