Estimate the life settlement value hidden in your senior clients' policies — and the agency revenue you could unlock in the next 12 months. No prospecting required.
Answer 10 quick questions about your book. No spreadsheet upload. Get a portfolio-wide estimate with an Urgency Map showing which clients to prioritize.
Drag-drop your book as an Excel or CSV. Every policy analyzed row-by-row, with a ranked list of your top settlement candidates. Data never leaves your browser.
90% of life insurance policies never pay a claim. Carriers profit when policies lapse. Your senior clients may hold policies worth 4–8× their cash surrender value.
Convertible term policies lose settlement value the moment their conversion deadline passes. We surface the candidates you need to act on first.
Earn 4–6% referral commission on every settlement. Plus follow-on business as clients reinvest proceeds into annuities, new coverage, or LTC.
Find out in 90 seconds. No upload required, no credit card, no obligation.
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