We utilize the social security death master file along with other sources of information to create a more accurate death list.
This list is integrated with our artificial intelligence (A.I.) rules engine to determine accuracy and if a notification needs to be made to a beneficiary.
If a notification needs to be made, we offer a dashboard that allows an employee to communicate with beneficiaries in many different ways. The employee can track which method of communication is best for connecting with the beneficiaries. This allows the company to comply with the good faith effort of finding and notifying beneficiaries of a claim that needs to be made. This could be the first opportunity to create a relationship that allows your customer service representatives or financial advisors to retain assets.