Our Process
A Structured Approach to Beneficiary Tracing
Our streamlined process is designed to provide accuracy, transparency and peace of mind from the initial consultation through to the completion of the claims process
Step 1
Initial Consultation
We begin by understanding the client’s requirements, objectives and the nature of the case.
Relevant files and information are received, reviewed and captured into our systems to establish a clear foundation for the investigation.
Key activities:
- Understanding the client’s requirements
- Reviewing available information
- Receiving relevant files
- Capturing case information
- Establishing the investigation requirements
Step 2
Research & Investigation
Our team conducts detailed research and investigation to identify potential beneficiaries.
We use specialised tools, databases and a combination of electronic and physical research methods to locate relevant information.
Key activities:
- Database research
- Electronic research
- Physical research
- Information verification
- Beneficiary tracing
Step 3
Beneficiary Identification & Verification
Once potential beneficiaries have been identified, we conduct further verification to establish the accuracy and relevance of the information obtained.
Our processes utilise systems linked to relevant sources, including Home Affairs, the Masters Office, SASSA and Credit Bureaus, where applicable.
Key activities:
- Identifying potential beneficiaries
- Verifying beneficiary information
- Cross-referencing available information
- Confirming relevant details
- Preparing findings
Step 4
Ongoing Support & Claims Assistance
After beneficiaries have been identified, we continue to provide support through the next stages of the process.
This may include meeting beneficiaries to assist with documentation, preparing resolutions for trustees and assisting with employer documentation required to complete claims.
Key activities:
- Beneficiary meetings
- Documentation assistance
- Trustee resolutions
- Employer documentation
- Claims support
From Tracing to Resolution
Our goal is to make the beneficiary tracing process as clear, professional and efficient as possible while keeping relevant stakeholders informed throughout the journey