Unclaimed Property-Risk Assessment, Audit Defense, Locating Benes

Keane, the leading provider of unclaimed property services to the insurance industry, is proud to work in partnership with The American Fraternal Alliance to offer its members a free 60 minute audit review.  The session will be covered by one of Keane’s experts from our Consulting & Advisory team, which consists of attorneys and certified public accountants with decades of experience on both sides of state audits.

Beyond audit defense, Keane offers a full suite of unclaimed property services specifically tailored for customers in the insurance industry:

Customized Beneficiary Claims Assistance Programs

Keane’s Legal Claimant Services team offers the specialized research and legal resources required to proactively identify and locate beneficiaries and assist them through the claims process. As each insurer has their own unique claims process and operational requirements, no two Keane programs are the same.  We have successfully reconnected over one million individuals with more than $8.5 billion in assets, through communication programs that locate, update, and revitalize lost or dormant accounts before they must be reported to the states as unclaimed property.

Unclaimed Property Audit Assistance & Support

If your organization has never been through an unclaimed property audit, the chances that it will be are greater now in light of the recent legislative changes in the insurance industry.  If you’re currently facing an audit or think you may become the subject of an audit in the near future, Keane’s unclaimed property specialists have extensive state, industry, and Big 4 expertise and experience with escheat audits conducted by states or third-party auditors.  We can help you take a more strategic, proactive approach to negotiate better terms for the audit and save you money by leveraging any applicable exemptions, exclusions, and deductions.

Annual Unclaimed Property & Escheat Reporting

Keane’s escheat services specialists will manage the reporting process to all applicable jurisdictions. Our escheat compliance solutions will enable your organization to conduct compliant and accurate required mailings and file reports on time, every time. You will receive a customized timeline for each reporting cycle and a dedicated coordinator to manage the process.

Free Unclaimed Property Information Resources

As an added value for those in the unclaimed property industry, we offer free legislative updates covering the latest changes in unclaimed property laws, informational webinars, access to KeaNotes, our unclaimed property newsletter, and visibility to our unclaimed property blog.  To sign up for any of these, please click the appropriate links below:

Keane unclaimed property blog

KeaNotes newsletter and legislative alerts

Keane webinars

Barbara Blick
Vice President of Sales
640 Freedom Business Center
Suite 600
King of Prussia, PA 19406
Ph: 610.235.1281
Email: bblick@keaneup.com
www.keaneup.com