Your 24/7 Client Portal to Insurance & Claims Information
IIM-Intelligent Insurance Manager™ is Proctor Financial’s state-of-the-art, e-client portal which gives 24/7 access to Lender Placed activity including Correspondence, Evidence of Insurance, Borrower Transaction/Insurance History, Lender Placed and Claims Reports, monthly trend management dashboard reports and compliance resources.
Borrower loan information, preferred policy insurance details, insurance documents and recorded phone calls are available for Proctor Financial clients where PFI performs outsourcing services.
Benefits
- E-Client Portal providing lenders with 24/7 access to Lender Placed Insurance data.
- Real-time access to Lender Placed Insurance information – beneficial for audits.
- Borrower Insurance Information (Loan Level)
- Borrower and Insurance Details pertaining to Lender-Placed and REO coverage.
- Correspondence – Borrower Notification history available if PFI generates notifications. Clients will have access to view and print documentation as needed including evidence of insurance.
- Transaction History – History of updates to borrower and lender-placed/REO insurance details including billings and refunds.
- Claims Management – Complete listing of claims type, status, loss date, report date and settlement amount. Client has the ability to view adjuster reports and photos online.
- Management Reports
- Lender Placed and Claims Reports can be generated on demand utilizing custom date ranges specified by the client.
- Monthly trend management dashboards are available with high level summary and detail.
- Compliance Resources
- Access current events and compliance documents relevant to your servicing needs.
For more information about IIM–Intelligent Insurance Manager™, you can register for an upcoming webinar or contact Diane Whipple, Senior Vice President of Sales and Marketing: 800.521.6800 ext. 5833
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