A Pledge To Protect the Deceased From Identity Theft and Fraud

Beneficiary Companion®

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. 

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Why Beneficiary Companion?

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.

  • Guidance

    Guidance

    Iris' Beneficiary Companion service offers the following types of support:

    • Guidance on how to obtain death certificate copies (necessary for performing final notifications)
    • 24/7 live support and counsel from a dedicated Beneficiary Assistance Coordinator
    • The Beneficiary Companion Guidebook that serves as a handy reference tool for beneficiaries navigating the aftermath of a loved one’s death
  • Assistance

    Assistance

    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:

    • Discontinue access to a loved one’s social media accounts
    • Assist with memorialization of eligible accounts to preserve a loved one’s digital profile
  • Identity Protection & Fraud Resolution

    Identity Protection & Fraud Resolution

    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:

    • Review of credit report with the beneficiary
    • Assistance with closure of the deceased person’s credit report or a freeze/closure of the account with credit bureaus
    • Full-service resolution assistance should there be an incident of identity theft, including affidavit assistance, credit bureau and fraud department notification, help filing police report, creditor follow-up, and other services

Guidance

Iris' Beneficiary Companion service offers the following types of support:

  • Guidance on how to obtain death certificate copies (necessary for performing final notifications)
  • 24/7 live support and counsel from a dedicated Beneficiary Assistance Coordinator
  • The Beneficiary Companion Guidebook that serves as a handy reference tool for beneficiaries navigating the aftermath of a loved one’s death

Assistance

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:

  • Discontinue access to a loved one’s social media accounts
  • Assist with memorialization of eligible accounts to preserve a loved one’s digital profile

Identity Protection & Fraud Resolution

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:

  • Review of credit report with the beneficiary
  • Assistance with closure of the deceased person’s credit report or a freeze/closure of the account with credit bureaus
  • Full-service resolution assistance should there be an incident of identity theft, including affidavit assistance, credit bureau and fraud department notification, help filing police report, creditor follow-up, and other services
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I was surprised at the amount of time and effort needed to finalize my father’s affairs. I ended up taking several days off work when I really wanted to sit in a quiet corner and remember his life. Having someone to help me with this would have been great.
Kaila Terrell
Survivor dealing with father’s passing

Enhance Your Insurance Policies

While emotional counseling and funeral concierge services are common complements to life insurance programs, they still leave beneficiaries on their own to deal with the confusion and hassle of trying to close out a loved one’s affairs. The personal, hands-on service of our Beneficiary Assistance Coordinators is unique and fills the gap that these services don’t provide.
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Benefits To Consumers

  • Provides supportive guidance and assistance during a difficult time
  • Enables beneficiaries to focus on grieving and spending time with their family and loved ones
  • Relieves beneficiaries of the stress of time-consuming paperwork and details
  • Proactive protection and full-service resolution in case of identity theft

Benefits To Insurance Companies

  • Enhances existing life insurance product
  • Generates additional revenue
  • Differentiates your product through a unique & customer-friendly service
  • Reinforces your image as a caring & trusted partner to your customers
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