Unclaimed Benefits Monitoring

Leading the Effort to Identify Unclaimed Benefits

Patriot Manager™ provides an automated easy to install and easy to use solution to identify unclaimed benefits having policies that match select criteria contained on the U.S. Death Registry.

Access to the Death Registry comes straight from the government website and the process ensures processing is performed on the most current version of the list.

Action taken is maintained with the solution to ensure individual state requirements are met and disbursement of funds is handled based on state requirements.

The process to determine if a match exists can be performed daily, weekly or monthly. Matches are presented back to the user for verification and research, along with a means to document activity online for a full historical and audit log of action taken.

Required state reporting is supported, along with scheduled events to remind the user that reporting deadlines are pending.

Intuitive, easy to use and powered by years of industry-specific knowledge, Patriot Manager is an automated, comprehensive solution with the enhanced features you can depend on to identify potential unclaimed benefits and simplify operations. Patriot Manager's fully-inclusive feature list can be broken down into 4 main categories:

Monitor »    |    Detect »   |    Track/Manage »   |    Report »

Monitor

Aquilan's Patriot Manager gives you complete insight into your operations, linking disparate data sources, no matter the complexity, to give you a 360 degree view of your operations across the enterprise.

Key features include:

  • Customer correlation assessment/Know Your Customer: Gain an enterprise-wide view of your customer by connecting disparate data and closing critical information gaps

Detect

Patriot Manager's automated, rules driven approach combined with industry-specific indicators and alerts and adjustable thresholds, accurately identifies suspicious activities, reducing the number of false positives and ultimately, freeing up time for more thorough investigations of truly suspicious activities.

Key feature includes:

  • Red flags/indicators: Identify more truly suspicious activities with industry defined indicators developed to accurately pinpoint suspicious actions at the industry level

Track/Manage

Patriot Manager simplifies investigations of suspicious activities by guiding the investigation process to ensure close tracking of each activity, thorough investigation procedures and completed steps for proper resolution.

Key features include:

  • Activity tracking: Track and monitor required investigation activities through an activity tracker application to ensure thorough investigations and reduce the risk oversights
  • Case management: Follow suspicious cases from beginning to end and confirm required steps have been taken for case resolution with automated case management

Report

Aquilan's Patriot Manager significantly simplifies the highly detailed reporting and auditing process required for the investigation of all suspicious activities.

Key feature includes:

  • Audit history: Maintain an easy to access audit trail of past and current investigations, including a comprehensive list of flagged activities, related actions, notes recorded and steps to resolution

» Find out more about the features included in Patriot Manager, contact Aquilan today.

FEATURED RESOURCE
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