Escheatment for Insurance
Eisen is the first escheatment automation solution for forced closeouts. Integrated directly with your system, Eisen manages everything from customer notifications to disbursements and escheatment reporting, ensuring a smooth and compliant closeout.
Expand your business, not your closeout efforts.
Struggling to close accounts en masse for business, compliance, or operational reasons? Tired of relying on limited internal resources to handle complex closeouts and ensure regulatory compliance? Eisen empowers financial institutions to manage forced closeouts efficiently and proactively at scale.
Say goodbye to cumbersome manual processes, sprawling spreadsheets, and compliance risks. Eisen’s platform manages every step of the closeout process, from managing customer outreach and processing disbursements to reconciling payments and escheating when necessary. Whether you’re closing accounts due to business strategy reasons, regulatory mandates, or internal audits, Eisen ensures you stay compliant and protected. Compliance isn’t optional, but with Eisen, it can be effortless.
How Eisen Helps Escheatment for Insurance
Unclaimed Premium Refund
Eisen simplifies compliance by managing unclaimed premium refunds across state lines. We handle the full escheatment process, ensuring timely reporting and remittance, so you meet all regulatory requirements effortlessly.
Unreturned Customer Overpayments
Eisen provides full visibility into every step of the process. From tracking overpayments to managing refunds, our solution ensures complete transparency, compliance, and audit readiness, keeping your operations running smoothly.
Unclaimed Death Benefits
Ensure that no beneficiary is left behind. Eisen automates customer outreach for unclaimed death benefits, sending personalized notifications and managing compliance, so you stay proactive and protect your customers.
Unclaimed Annuity Payments
With Eisen’s comprehensive audit trails, you gain full transparency throughout the management of unclaimed annuity payments. Track every action and stay fully compliant, ready for any audit or regulatory review.
Effortless compliance with an accuracy guarantee.
Everything you need to monitor, manage, and mitigate risk from financial accounts at any scale.
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