Administration
DATATRACKTM -
Web-Based ILIT Management Software
Simplify your life by streamlining and automating routine ILIT duties. Reminders are posted, letters are printed, and forms are completed, all with the simple push of a button. Keep up to date and organized without devoting hours of valuable work time to the process. DATATRACKTM also provides links to beneficiary updates and policy risk management reviews. Efficiently perform and manage ILIT/Crummey administrative functions using an automated point-and-click interface.
Processing
Staying on top of contribution and Crummey letters can be a difficult and time consuming challenge. DATATRACKTM makes it easy, from recording gifts to the processing of letters. Create letters and labels in batch mode or one at a time. DATATRACKTM documents your progress each step of the way with unmatched processing power that simplifies administration.
Reporting
Detailed reporting allows trustees to view activity in their ILIT portfolio. Trustees can view overdue letters and trustee fees, outstanding contributions and more - all in a real-time environment. DATATRACKTM integrates with LIFETRACKTM to provide users with easy access to insurance and annuity reviews, carrier updates and much more.
Customer Service
Account maintenance has never been more straightforward. Trustees can efficiently manage their accounts through segregrated relationship screens. Add a policy to an account, modify a grantor address or create a note in the diary section. Maintain each account in an organized and uncomplicated fashion.
Calendar Tasks
Using the calendar view, the trustee can see all current, past due and future scheduled activities in a given month. The calendar displays all letters, scheduled grantor calls and other follow ups. The monthly activities can also be viewed in a list format that provides specific attributes of each task.
