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Get time Back

Off load time consuming tasks to our expert transactions coordinators and you'll be able to focus on more valuable tasks.

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Collection

The transaction coordinator collects all relevant documents and uploads .

Contingencies

Meet with agent to ensure contingency dates are met or extended.

Compliance

Reviews forms, communicates with agent, and ensures signatures. 

Closing

Collects and confirms closing documents with agents and closes. 

Communication

Distributes transaction packet to client and participating vendors. 

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© 2024 ONE LIFE INSURANCE

287 Boston Post Road, East Lyme - CT

+1 (860) 908-3970

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