Deceased Notification Solutions
Phillips & Cohen Associates provides creditors with a secure, digital platform for deceased account notification. Account holders’ representatives submit notifications online through a customizable portal—reducing inbound call volume, improving data completeness, and accelerating time to resolution.
For Creditors
Shift Notification Volume from Phone to Digital
- Self-service portal reduces inbound call volume
- 24/7 availability captures notifications outside business hours
- Customizable workflows aligned to your deceased account process
- API and SFTP integration delivers data directly to your systems
Bereavement notifications are among the most resource-intensive calls your contact center handles—longer average handle times, specialized training requirements, and higher callback rates due to incomplete information. Our digital solution moves this volume to a self-service digital channel that captures complete, structured data from the first interaction.
How Our Solution Works: From Notification to Resolution
Our solutions provide a streamlined, secure process that captures complete information from the first interaction—reducing follow-up calls and accelerating time to resolution.
1. Portal Configuration
We configure a branded portal tailored to your notification requirements. The portal can be embedded on your website or provided as a direct link for your team to share.
2. Digital Notification
Notifiers register and complete the notification online—uploading death certificates, providing next-of-kin details, and answering account-specific questions. The structured format ensures required fields are captured before submission.
3. Secure Data Transfer
Completed notifications transmit to your systems daily via SFTP or API. Data is formatted to your specifications, eliminating manual entry and ensuring consistency.
4. Multi-Channel Support
Notifiers who need assistance have access to webchat, telephone support, FAQs, and introductory videos. Your team receives complete, validated data—not partial information requiring callbacks.
Our Approach
Digital-First Notification Infrastructure
Our digital-first notification solution is built for operational efficiency. The platform handles the administrative intake so your team can focus on account resolution and cases that require direct attention.
Self-Service with Backup Support
The platform is designed for self-service completion, with multiple support channels available for notifiers who need assistance. This model captures the majority of notifications digitally while maintaining service accessibility.
Network Scale
Our solution connects to over 2,000 organizations—financial institutions, utilities, service providers, and subscription companies. Notifiers can submit to multiple creditors from a single registration, and your organization benefits from standardized data intake across the network.
Award-Winning Platform
Phillips & Cohen’s platform has received industry recognition including the CSA Innovation of the Year Award and the CICM Technology Development Award—reflecting our focus on building technology that delivers measurable operational improvements.
Deceased Notification for Creditors
Our solution is not a one-size-fits-all tool. We configure the platform to match your existing deceased account workflows—capturing the specific information you need, in the format your systems require.
Integration Options:
- Fully branded, white-labeled portal
- Embedded link on your existing website
- API integration for real-time data delivery
- SFTP batch transfer for overnight processing
Whether you need basic death notification or detailed estate information including probate status, meter readings, account takeover details, and next-of-kin contact information, the portal adapts to your requirements.
Reduced Contact Center Demand
Bereavement calls are among the most resource-intensive interactions for contact centers. Our platform shifts notification volume to a digital channel, freeing agents to handle account resolution and cases that require direct engagement.
Measurable Improvements in Data Quality
Clients consistently report significant improvements in notification data completeness. Structured digital intake captures details that are often missed or incompletely recorded during phone calls—next-of-kin contact information, dates of death, and probate status.
Connects to Phillips & Cohen Estate Services
Our deceased notification platform integrates with Phillips & Cohen’s broader estate management services—including identification, verification, and probate recovery. This end-to-end capability means notification is the beginning of a streamlined resolution process, not a standalone administrative task.
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Featured Case Study
Improving Customer Service through Digital Creditor Notification
When a long-term Phillips & Cohen client, a top US bank and credit card issuer, was looking to expand its service offering, it sought to improve efficiency and usability of deceased account notification. By introducing NotifyNOW, a digital platform that simplifies the process of submitting…
Industries We Serve
Phillips & Cohen supports a diverse range of industries where deceased account resolution is a vital operational requirement. Each partnership is built on governance, transparency, and empathy, ensuring every creditor can uphold their values while achieving consistent results.
“NotifyNOW is another way we are trying to help our customers by making the process of passing on essential information to us as easy and convenient as possible.”
Customer Support Manager
“We lacked the tools and training to properly support families during their difficult times. Working with Phillips & Cohen, we now have a structured, compassionate approach that’s better for us, our customers and their families.”
Head of Risk Strategy
Frequently Asked Questions
Find answers to your questions about our collection services and how we can help you.
How do digital notifications integrate with our existing systems?
Our solution delivers notification data via API for real-time integration or SFTP for batch processing. Data is formatted to your specifications and maps directly to your deceased account management workflows.
Can the portal be customized to our brand and requirements?
Yes. Digital deceased notification portals are fully customizable—including branding, required fields, and workflow logic. We configure the platform to capture exactly the information your process requires.
What happens if a notifier needs assistance completing the process?
We provide multiple support channels including dedicated telephone support, webchat, FAQs, and introductory videos. This ensures high completion rates while maintaining your desired data quality standards.
How secure is the platform?
All data is stored on encrypted, compliant servers. The platform undergoes regular penetration testing, PCI scans, and vulnerability assessments. Real-time monitoring protects against intrusion attempts.
Can the Deceased Notification platform connect to other Phillips & Cohen services?
Yes. Our deceased notification solutions integrate with Phillips & Cohen’s identification, verification, and probate recovery services to provide end-to-end deceased account management.
Implementation
Get Started With Deceased Notifications
Implementing our digital deceased notification platform is straightforward. We work with your team to configure the portal to your requirements, establish secure data transfer, and provide training materials. Most implementations are completed within weeks.