Lending a helping hand in case of the loss of a loved one.

What is Companion Assist?

The Need:The death of a loved one is a very emotional time. What to do and how to cope and dealing with administrative and bureaucratic items is an additional burden.

The Service:Companion Assist could eliminate or decrease a big part of the stress accompanying such an occurrence.

• We can provide help to the customer allowing them to effectively and quickly take care of many administrative tasks and provide support and suggestions to reduce frustration and confusion.

• We incorporate various ID Theft prevention and resolution services.

Companion Assist Definition

Companion Assist Services

  Services Product Configuration

Assist

Guide in obtaining death certificates Notify the Public Administration (Social Security Administration, Credit Reporting Agencies, DMV…)

Review the credit report with the Beneficiary

Place an alert on the deceased's report

Notify Credit Card Companies

Notify third party vendors and close the account

Notify banks and other institutions

ID Theft Assistance (for the deceased)

Inform

Informative Website (if requested)

Planning Booklet (Electronic edition)

Planning Booklet (Print edition)

Its Value

• Differentiator in terms of offering• Create a stronger relationship since it is service oriented

End User View