Origination

  • We provide single policy origination (secondary policies) and portfolio origination (tertiary policies) 

  • Collect and analyze policy and underwriting data

  • Single policy and portfolio pricing

  • Premium optimization

  • Offer negotiation

  • Performing due diligence and fraud review on all policies

  • Purchase facilitation through an in-depth closing process

  • Compliance and investment operational support

Due Diligence

We provide market-leading due diligence which includes: chain of title review, document review, fraud review (insurable interest, STOLI, medical and policy fraud), premium finance review, state regulatory review, data consistency, contestability review, risk analysis, transferable servicing rights, carrier litigation review, clearing potential third-party liens and interest, and portfolio risk analysis.