Innovative life expectancy and underwriting services for life insurance, life settlements, accelerated death benefits, and long-term care

Schedule a consulation

Innovative life expectancy and underwriting services for life insurance, life settlements, accelerated death benefits, and long-term care

Schedule a consulation

Life insurance underwriting

At Valkyrie, we partner with carriers to help them cut underwriting costs and issue more policies faster – all while reducing risks with a reliable underwriting process.

We are passionate about you and your customers and work hard to conduct quality underwriting reviews on both new business applications and informal reviews. Our expert underwriters use best-in class tools and partner with experienced medical professionals to make informed underwriting decisions.

Let us help you support your underwriting objectives so you can focus on delivering outstanding customer experiences.

Outsource life underwriting
Outsource life underwriting

Life insurance underwriting

At Valkyrie, we partner with carriers to help them cut underwriting costs and issue more policies faster – all while reducing risks with a reliable underwriting process.

We are passionate about you and your customers and work hard to conduct quality underwriting reviews on both new business applications and informal reviews. Our expert underwriters use best-in class tools and partner with experienced medical professionals to make informed underwriting decisions.

Let us help you support your underwriting objectives so you can focus on delivering outstanding customer experiences.

Life underwriting consultations on informal reviews

With more than 30 years of experience in life underwriting, Valkyrie can provide additional capacity and scalability when needed. We make it easier for carriers to focus on their core business functions by freeing up their staff from mundane tasks such as underwriting reviews for informal submissions.

Our outsourced Underwriting Consultants work remotely within your systems using your standard operating procedures and can help with:

    Outsource life underwriting

    Life insurance reviews

    Outsource life underwriting

    Long-term care reviews

    Outsource life underwriting

    Critical illness reviews

    Outsource life underwriting

    Accelerated death benefit reviews

    Need to expand your capacity?

    Our clients’ results

    “Traci and her team provided critical and professional insight when assessing a challenging underwriting situation on past decisions.

    Traci has always been a great source of insight for industry ideas and tough underwriting questions.

    Valkyrie has provided outside-the-box guidance as we work to develop new industry solutions.”

    Michael McCarty

    Partner , Apeiron Gate Solutions

    “Working with Traci and the team at Valkyrie is a breath of fresh air. Their level of communication and attention to detail not just in the solution(s) they offer but also in the consultative, problem-solving process, is amazing. Above and beyond that is their moral and ethical character and approach to their partnerships and the way they do life and business.”

    Roger Shulz

    MBA Director of Life Underwriting , Apeiron Gate Solutions

    Life expectancy reports

    Certified life expectancy reports

    Get clarity and predictability of your clients’ mortality risks. At Valkyrie, we go beyond the basics. While a simple life expectancy calculation can lead to some insight into your client, it does not tell the whole story. We create reports for each life utilizing individual medical data and the industry’s only peer-reviewed mortality tables.

    Need a life expectancy report?

    Life expectancy audits

    Make confident decisions with underwriting audits for life settlement policies. We review market life expectancy reports to give you accurate data about the health status of the insureds.

    In addition to providing individual consultations, we provide detailed and transparent underwriting reviews to ensure you understand the risk assessment applied.

    Life expectancy audits
    Life expectancy audits

    Life expectancy audits

    Make confident decisions with underwriting audits for life settlement policies. We review market life expectancy reports to give you accurate data about the health status of the insureds.

    In addition to providing individual consultations, we provide detailed and transparent underwriting reviews to ensure you understand the risk assessment applied.

    Electronic medical data solutions

    Automate your workflow with digital and electronic data solutions

    We help life settlement firms and investors develop a strategy and process around building internal automated underwriting solutions:

    • craft a written business strategy and high-level steps on digitizing medical records
    • implement vendor partnerships to provide electronic health and medical data
    • complete underwriting consultation and training with your internal data science teams

    Your IP is your own. We create documents and build integrations within your system, and your data stays in your network.

    Life expectancy reports

    FINANCIAL ADVISORS

    Help clients plan better with longevity reports

    Your financial plans are only as accurate as your data. We provide longevity data reports to Financial Advisors and individual consumers to improve retirement, long-term care, and bucket-list planning.

    Life expectancy reports

    INDIVIDUALS

    Take control of your future with personalized longevity reports

    Our expert can help you better understand your health, predict your life expectancy, and make informed decisions about your future with a customized report. Get personalized recommendations and guidance to extend your life expectancy, ensure financial security, and take care of your health. Take control of your future now.

    Outsource your life underwriting to Valkyrie!

    With more than 30 years of experience in life underwriting consults, Valkyrie can provide additional capacity and scalability when needed. Free up your staff to focus on their core business functions and leave the underwriting work to us.

    Let’s talk!

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