Abstract: A partially-automated life insurance settlement system and method is provided for processing and preparing life insurance settlement transaction documents, back-office requirement order management, user hierarchy network management, funding source presentation, offer negotiation and life insurance settlement transaction management. A data management device is interconnected with a plurality of terminals to permit data to be entered and retrieved from the data management device. The data management device is also provided with the capability of merging entered or stored data with life insurance settlement transaction documents. These documents are then transmitted for electronic signature or to be printed, signed, digitized and uploaded. Signed documents are then processed by a back-office to gather additional documents. Funder source presentation, distribution, inventory and offer management capabilities then manage pricing and offer steps of a transaction.