Pending 1035s sit for weeks while teams manually chase status
Every pending case, worked on time
Pace works every pending case in your book, not just the high-value ones, and acts the day a follow-up window elapses.
The right channel for every carrier
We know how each relinquishing carrier works: one call covers every pending policy at that carrier, and email-only carriers get the request with the right forms.
Comprehensive visibility across the board
Call summaries and case notes land in your system of record the moment the call ends, with status and the next follow-up set up.
Proven ROI
3.5x
annual value against cost
100%
coverage across your book of business
30%
faster time to funding
Starts from your pending case list
Each day the agent queues every case whose follow-up window has elapsed, grouped by relinquishing carrier. Every outcome sets the next follow-up, so outreach continues until the money moves.
Calls carriers, presses for specifics
Pace pins down the specifics: check number, amount, and mail method. Then it asks for overnight before the check ships, taking days off the cycle.
Catches conflicts and expedites outcome
When a carrier’s answer contradicts a file, the agent captures both versions verbatim and flags the case before it closes.
Escalates only what needs judgment
A case that comes back not in good order, or stalls after three attempts, is reopened to your case manager with notes and a recommended next action.