Platform

Institutional Life maintains a robust and ever-growing life settlement data set spanning more than two decades of independently-derived mortality experience for the advanced age US population. This data underlies our proprietary actuarial tables and risk models to form a precise investment view and identify compelling investment strategies. We are proud of our track-record and therefore continuously refine and back-test our data set to fit a more dynamic investment decision-making process.

Our proprietary CRM coordinates data with high-touch back-office operations to unify business activities across our investment platform. Our technology development and implementation approach emphasizes execution and balances proven processes, workflows and controls with cutting-edge innovation. This system is flexible and constructed using three separate Tier One SaaS providers, features automation and AI capabilities and includes built-in HIPAA and regulatory compliance.

Institutional Life maintains a scalable back-office that proves an operation can be cost-efficient and deliver consistent performance. The back-office operates as an extension of the Nashville based team and is therefore designed to be more reliable and detail-oriented than other similar outfits, able to meet the requirements of most large-scale asset-based portfolios. Not surprisingly, the team is close-knit with low turnover and an average tenure measured in years.