Portal Migration

PBI provides customers with leading edge technology and a best-in-class software experience. The new Standard portal improves the speed of which we can deploy improvements, add new features, maintain high security standards, improve software stability, and create an amazing customer experience.

Yes, PBI will migrate and preserve all matches you had actioned in the old portal. To view those matches, go to the “Reports” tab in the portal.

In general, the workflow is very consistent in the new portal – you will still receive/review weekly results, validate/reject matches, and generate/view reports.

The workflow for reviewing matches has been streamlined. You no longer need to go to the Research Center to view obituary text, it is now provided on the match review screen. In addition, PBI has integrated the Address and Relative search features into your reports. Searches done on a participant will remain with that participant for any additional matches made in subsequent weeks.

System

PBI supports all browsers (Chrome, Firefox, Edge, Safari, etc.) except for Internet Explorer 11.

PBI handles new user set up. Please contact your Account Manager to have new users added.

Yes, you have two options:

  1. PBI can notify you each week regardless of if you have results to review or not, or
  2. PBI can send notifications only if you have matches that need to be reviewed. Please let your Account Manager know what you prefer.

Participant Research

Yes, PBI has migrated and improved the look and feel of the Research Center – better layout of the searches, clearer PDF & Excel downloads to store with your participant records, and seamless search history to review previous searches.

Yes, however, if you are searching for addresses or relatives related to a death audit match (match review screen) – those searches will remain consistent at 1 credit for address searching and 2 credits for relative searches. If you are doing ad hoc searches for participants not related to a death audit match, the prices for the associated searches are:

  • Address Search – 3 Credits
  • Relative Search – 5 Credits
  • Death Data Search – 2 Credits
  • Obituary Search – 2 Credits

PBI offers a variety of services that support bulk file submission, such as:

  • Unconfirmed Locate – Submit a file of participants and PBI will complete a simple death audit search and return best known address for that participant.
  • BeneSearch® – Submit participants via a file that you need beneficiaries located for and PBI will return a comprehensive report of death information, potential relatives with contact information where applicable along with marriage/divorce records.
  • CertiDeath® One-Time Run – Submit a listing of participants to verify who in that population is deceased.

Reach out to your PBI Account Manager for more information and pricing.

Yes, if you reach out to your assigned Account Manager, they can help you purchase credits to use in the Research Center. Credits are priced at $1 per credit.

If you have any questions, please contact your Account Manager.