ClariNet Essentials: Case Setup and LE Report Ordering

ClariNet's intuitive Case setup process enables LE reports to be ordered with a few simple clicks. Reports and their data are sent straight back to your account in ClariNet and are immediately available for use.

Case Management – Excel Export

Exporting Case information to Excel is easily done with ClariNet. See what information is included in the exported worksheet.

CRM – Organisations and Individuals

ClariNet captures the information you need to manage your interaction with sellers, buyers, insureds, carriers and healthcare companies. Take a look at how you can enter and manage this information through the Interaction page.

CRM – Privacy and Access

Use ClariNet’s Privacy and Access tabs on the Interaction page to manage your business relationships.

Life Settlements Impairment Grid (“LSIG”)

Exclusive to ClariNet and developed in conjunction with 21st Services, LSIG provides investors with a way to categorise the medical impairments in their portfolio and assess their volatility of prognosis with the Impairment Risk Measure (“IRM”).

Bid Management

ClariNet’s flexible and intuitive Bid Management page presents all of your bidding information in a single location.

Email a Case

Take a look at how the secure email features integrated into ClariNet help you interact with companies outside the system.

Valuing a Policy

Creating A Case

Adding a new Case to your ClariNet account.

Adding Insured Information

Entering information connected with an Insured.

Adding Policy Information

Adding a Policy Product

Adding Illustration Information

Ordering LE Reports

Creating a Portfolio

Editing a Portfolio

Overview - Security and Privacy

ClariNet includes a lot of features to enhance the security of your data and protect the privacy of sellers and insureds.

Overview – User Experience

Take a look at some of the features of ClariNet which are designed to improve the user experience.