The death of a loved one triggers a series of tasks that require immediate attention. Attempting to remember and handle all the necessary notifications and cancellations can be overwhelming. With Beneficiary Companion, your customers’ beneficiaries don’t have to face this mountain of tasks alone.
At a time of loss, we understand that the last thing survivors want to have to deal with is the theft or fraudulent use of a deceased loved one’s identity. Reduce their risk and your burdens with our beneficiary companion service. A dedicated beneficiary assistance coordinator is available 24/7 to put measures in place to help prevent fraud of the deceased’s identity in addition to handling the multitude of administrative details like time-consuming phone calls and stressful paperwork. Let us to help protect your loved one’s financial affairs while you focus on the healing process.
Iris' Beneficiary Companion service offers the following types of support:
Dedicated Beneficiary Assistance Coordinators manage the assistance process which includes notification to the Social Security Administration, credit reporting agencies, credit card companies, banks and other financial institutions, third-party vendors, and government agencies.
Social Media Shut Down
In an increasingly digital world, it’s more common than ever for loved ones to have an active social media presence. However, it can be an emotionally painful and time-consuming process to bring closure to those accounts. Our coordinators can work with the beneficiary to:
Iris' identity protection services give beneficiaries additional peace of mind by providing guidance on how to protect their loved one’s identity as well as resolution assistance in the event of identity theft. Services include:
Iris' Beneficiary Companion service offers the following types of support:
Dedicated Beneficiary Assistance Coordinators manage the assistance process which includes notification to the Social Security Administration, credit reporting agencies, credit card companies, banks and other financial institutions, third-party vendors, and government agencies.
Social Media Shut Down
In an increasingly digital world, it’s more common than ever for loved ones to have an active social media presence. However, it can be an emotionally painful and time-consuming process to bring closure to those accounts. Our coordinators can work with the beneficiary to:
Iris' identity protection services give beneficiaries additional peace of mind by providing guidance on how to protect their loved one’s identity as well as resolution assistance in the event of identity theft. Services include:
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