Documents

Add and Edit Documents

You can add and edit Documents directly on Case Summary, without moving to another page.

Click on the Edit button in the toolbar to start editing or uploading Documents.

Any changes you make while editing, whether adding, editing documents, or any combinations of these, will not be applied until the Save button is pressed.

To Upload documents

Click on the edit button in the toolbar to lock the case.

To add Documents, either drag and drop files onto the drop area or click on the link, select a folder to upload here to open an Explorer dialog to select a folder.

While Documents are uploading, you may start to set properties on the Documents, such as the date, document type, or Description. We will only prevent you from editing further if a problem occurs with the upload, such as if the Document is of an unsupported type.

Spinner icon shows up on the save button while the documents are uploading. A green tick next to the documents confirms that the documents are uploaded.

The Documents can then be categorized individually, or all of them can be set to a category by clicking on the Select All checkbox as below:

Click on the SAVE button once the category is selected. Click on the View tab to view the changes. You can now add the document description and the document date to the selected document. Finally, hit the save button in the toolbar to save the changes and unlock the case.

Searching for documents

Search for the required documents using the search bar to filter out only the ones you would like to work on.

The filter options button allows filtering the list based on the categories selected.

The download files button is used to download all of the documents or selected ones.

Columns that need to be displayed can be edited by clicking on the edit columns and selecting only the required columns.

The list can be grouped by document date or category, or furthermore by clicking on the Group rows button. Or simply select no grouping.

Document Categories and Types

The Type dropdown menu allows you to assign a document type. The document types available in the dropdown are dependent on the category of document, i.e., whether Case, Policy, Illustration, Primary or Secondary Insured or Closing. Additionally, a document can be Uncategorized.

Case Documents

Accredited Investor
Acknowledgement Form for Life Settlements
Addendum To Trust
Agent Certificate
Agent Correspondence
Agent Reps and Warranties
Annuity Contract
Articles of Incorporation
Assignment Agreement
Authorization to Release Policy Information
Authorized Signatory List
Bankruptcy Discharge
Beneficiary Consent
Beneficiary Identification
Bid Acceptance Letter
Broker Certificate
Broker Commission Disclosure
Broker Correspondence
Broker Wiring Instructions
Brokers Rights of Agents
Brokers W-9
Carrier Correspondence
Case Underwriting
Certificate of Good Standing
Certificate of Incorporation
Certification of Trustee Powers
Change of Beneficiary Confirmation Letter
Change of Beneficiary Form
Change of Ownership Confirmation Letter
Change of Ownership Form
Check Copy
Closing Documents
Commission Disclosure
Contract Request Form
Conversion
COO/COB/TPA Confirmation Letter
Corporate By-Laws
Corporate Resolution
Death Claim Package
Death Claims Processing
Deceased Beneficiary Documentation
Deceased Insured Documentation
Delivery Requirements
Disbursement Form and Instructions
Disclosures
Divorce Agreement
Divorce Decree
Email Correspondence
Escrow Agreement
Funding Method Request
Hold Harmless
Insured Risks Disclosures
Investor Correspondence
Invoice
Irrevocable Beneficiary Letter
Life Settlement Agreement
Life Settlement Application
Life Settlement Application (Broker)
Life Settlement Transaction Disclosures
List of Partners
Loan Agreement
Maturity Claim Check
NAIC Disclosure
Out of State Affidavit
Owner ID
Owners Disclosures Consent Forms
Partnership Agreement
Personal Guaranty
Physician Statement (Owner)
Premium Finance Document
Premium Schedule
Primary Designee
Promissory Note
Proof of Premium Payment
Provider Correspondence
Seller Identification
Sellers W-9
Servicer Correspondence
Settlement Statement
Spousal Release and Consent
State License
Tax ID Verification
Trust Risks Disclosures
Trustee Certification
Trustee ID
Verification of Coverage
Other (Case)

Policy Documents

Address Change Confirmation
Annual Report
Annual Statement
Broker of Record Form
Carrier Payment Adjustment Notice
Carrier Payment Confirmation
Death Benefit Change Document
Death Benefit Check
Grace Notice
History Of Ownership
Lapse Notice
Life Insurance Policy Application
Lost Policy Certificate
Payment Notice Letter
Policy Certificate
Policy Form
Policy Form (Post Conversion)
Premium History
Premium Notice
Premium Reimbursement Notice
Trust Agreement
Trust Entity Court Documents
Other (Policy)

Illustration Documents

Illustration

Primary/Secondary Insured Documents

Death Certificate Authorization
Designation of Contacts
Disability Premium Waiver
Employment Verification
HIPAA Release
Insured Correspondence
Insured Death Certificate
Insured ID
Insured Servicer Requests
Insured Tax Return
Insured Verification
Insured's Disclosures Consent Forms
Internal Medical Underwriting Report
Life Expectancy Correspondence
Life Expectancy Report
List of Designated Contacts
Long Term Disability
Medical Record
Medical Record (Insured Verification)
Medical Records Summary
Personal Identification Document
Physician Statement (Insured)
Power of Attorney
Power of Attorney (Irrevocable)
Power of Attorney (Limited)
Power of Attorney (Limited, for Death Certificate/HIPAA)
Reinsurance Contract
Rx Scan
VULE Report Document
Other (Insured)

Closing Documents

Bid Conditions
Closing Checklist Item

Set Properties

To set properties of multiple new Documents, use the checkboxes on the left of the Document rows or at the bottom:

Choose “All” to edit the properties of all Documents.
To edit the properties of some Documents, use the individual checkboxes on the rows of the Documents you wish to edit.
When some, but not all, of the new Documents are Uncategorized, the “Uncategorized” checkbox may be used to select just those Documents.

When you have finished editing multiple Documents, you can untick the appropriate checkbox to unselect them all. You can then select a different group of Documents to edit.

Due to some current limitations, you cannot edit Documents through the Documents tab if you’re performing another edit elsewhere in the Case Summary.

Document Miner

Access to Document Miner requires the role Document Miner under Special Modules. If this role is not available to your Subscriber Admin, Contact support for access.

Navigate to the Documents tab and upload a new LE Report as an Uncategorized Document and click Save.

Once this has been saved, click on the actions menu, followed by clicking on Use Document Miner. Clicking this will bring up a confirmation message, asking you to confirm that the document type is an LE Report. Click “OK”. At the end of document mining, new LE Report will be added to the Insured details page (LE Reports tab).

On Insured, LE Report tab, you have the document miner icon as shown in the screenshot below.

Clicking on the icon opens the Add Document pop-up - Add the Document on this popup and click the “SAVE AND RUN DOCUMENT MINER” button.

Document Miner does its best to accurately extract the data from your PDF, however various factors can affect the accuracy of the resulting data. It is strongly recommended that you manually verify the data produced, especially if your PDF is of poor quality.

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