Form

Share Your Experience

We believe the best way to highlight the value of our Death Audit and/or Locate solutions is through the success of our clients. By sharing your experience, you can help other pension funds see the real impact of our solutions. If you're open to it, our sales team may connect you with prospective clients who would benefit from your insights. You will receive a $50 gift card for sharing your experience. Thank you for your time and for making a difference!

Your First Name

Your Last Name

Company and/or Pension Fund

Your Email*

Which solution(s) does your organization use?

CertiCensus®

CertiDeath®

CertiDeath® Paragon™

CertiSearch®

BeneSearch®

What challenges led your organization to seek out our solutions?*

Locating missing participants

Finding beneficiaries

Reducing costs related to outreach efforts

Ensuring compliance with regulations

Improving efficiency in participant tracking and communication

Other

Other Challenges

Can you share results or metrics that demonstrate the impact of our solutions on your organization? (For example: percentage of cost savings, compliance improvements, efficiency gains, etc.)

Would you be open to serve as a reference for prospective clients interested in our solutions?

Yes, I am available for direct reference calls/emails

Yes, but only for written case studies or testimonials with organization name

Yes, but only for written case studies or testimonials and kept anonymous

Would you be open to us featuring your story (or a summarized version) in our marketing materials?

Yes, with organization name

Yes, but keep it anonymous

If yes, would you like to review and approve the content before it is published?

I choose to opt out of receiving the $50 gift card.