Our portfolio optimization has helped over 14,000 policies reach their maximum potential.
LexServ specializes in Policy Analysis and Payment Optimization. We use a combination of industry tools (e.g. MAPS), and proprietary LexServ models to analyze policies and create accurate optimized payment projections. We have developed more than 50 proprietary models which allow us to create accurate projections for complex situations such as Shadow Accounts, Policy Loan Optimization, and Secondary Guarantees.
Conservative projections resulting in overfunded portfolios are the most common mistake exposed during transitions. These errors can be quite costly to investors. LexServ ensures these issues are addressed as a priority at the time portfolios are transitioned to our platform.