Process Management - Kelmar Associates...Our process management services are customized for each program to increase efficiencies in every facet of a state’s operation, including:

As a partner in unclaimed property resources, Kelmar is fully equipped

to provide support for unclaimed property programs in all operational areas.

We offer a wide range of scalable support options, from project-based work and

services specifically during times of high volume, to a complete outsourced solution.

Our process management services are

customized for each program to

increase efficiencies in every facet of

a state’s operation, including:

Kelmar helps manage all

aspects of unclaimed

property , from reporting

through return of assets

to rightful owners, and

every step in between.

By using our resources to assist with

process management and program

administration, client states can focus on

returning more property to owners.

Compliance

Claims Processing & Call Center

Securities Reconciliation

STACS

The Next Step to Return More Unclaimed Property to Rightful Owners

Contact us for more information: [email protected]

Process

Management

Since 2001, we have provided comprehensive

unclaimed property compliance services for state

unclaimed property programs.

Our dynamic team of highly trained professionals includes

acknowledged unclaimed property experts and innovators.

With proven industry expertise, we have identified billions of

dollars of unclaimed property on behalf of our client states.

We are uniquely qualified to perform professional regulatory

reviews of all categories of unclaimed property, including:

General ledger

Securities

Life insurance/death benefits

Emerging property types

Leverage Technology:

The KAPS® unclaimed property

management system provides a

comprehensive holder compliance

module for detailed tracking of all

audit and compliance activities,

advanced reporting capabilities,

and features to help maintain

communication with holders to

encourage ongoing compliance.

Contact us for more information

about compliance services:

[email protected]


Increase Process Management Efficiency

with Compliance Services Support


An experienced provider of unclaimed property services since 2001, Kelmar helps programs to streamline claims processing workflows, increase productivity and tailor scalable solutions that integrate seamlessly with current unclaimed property operations.

Our claims management services range from processing overflow claims during peak periods to complete claims outsourcing solutions.

PROCESS MANAGEMENT

Claims Processing

■ Image documents submitted by claimants

■ Initiate new claims or assign documents to existing claims

■ Distribute claims to processors for review

■ Review documentation from claimants, including:

■ Determine if additional evidence is required to satisfy claims

■ Customize and send correspondence to claimants

Based on a state’s parameters for approving claims:

■ Provide first-level approval on claim types(heirs, estates, businesses, joint owners, single owner)

■ Calculate percentages of properties due by owner typeFirst-Level Approval

Initiate Claim

Correspond with

Claimants

First-Level Review

Account Statements

Address Verification

Probate Records

Identification

Wills and Letters Testamentary

Documents from Foreign Claimants


Reporting

Tools

We manage call center efficiency using dashboard tools with

real-time statistics:

Agent availability (talking, idle, do not disturb)

Each agent’s total talk and current talk times

Call grid with caller id, active/hold status and idle time

Total number of handled, placed, queued calls

Integrated

Software

We leverage Xima Chronicall software to monitor call center

services:

Cradle to grave call histories

Wait-time length notifications

Agent and group timelines to monitor employees’ time

Real time dashboards

and standard reports

to analyze call data

Highly Trained Staff

Detailed Reporting Capability

Fully-Equipped Work Areas and

Supervisor Stations

Data Security Training to Protect Personally

Identifiable Information

Experienced Agents

We help improve performance, accuracy and the overall customer experience with centralized service and support directly from Kelmar’s office. Our call center resources are allocated on a daily basis to ensure timely handling of phone calls. Depending on peak volumes and client needs, the call center can address all calls or overflow calls only.

Call Center

Agents are trained and closely supervised to ensure consistency, best practices and

security when:

Performing searches

Initiating claims

Answering inquiries about claim status, payment information and providing general unclaimed property information (i.e., What is unclaimed property?)

Our full-service claims support includes a state-of-the-art call center to handle incoming calls and inquiries from claimants.

Kelmar offers a variety of services related to the

management of securities, including:

Receipt verification

and reconciliation to

holder reports

Data extracts developed

to assist with

reconciliation challenges

stemming from years of

unreconciled data

Regardless of the unclaimed property management system

used by your program, Kelmar can help you manage the

securities reconciliation process, including eliminating report

load backlogs and keeping up with ongoing maintenance.

Leverage Technology:

The KAPS® unclaimed property

management system provides a

comprehensive interface module

for managing securities, including

the tools to manage securities

pricing for system workflows and

securities reconciliation, as well as

to confirm that the system detail

matches shares held.

Contact us for more information

about securities reconciliation:

[email protected]


Complete reconciliation

of the state’s current

portfolio to the owners

listed in its unclaimed

property system

Entitlement calculations

on corporate actions and

dividend payments

Increase Process Management Efficiency

with Securities Reconciliation Support

State Targeted Audit and Compliance System

Leverage STACS technology to identify non-compliance, manage outreach, and deliver results for your program.

Intelligent data analytics

Expert compliance resources

Correspondence management

Seamless KAPS® integration



www.kelmarassoc.com

Achieve higher rates of unclaimed property compliance using a non-invasive approach to identify, locate and educate holders. Ensure consistent reporting and facilitate delivery of past due property with STACS.