Death Audit, Locate & Beneficiary Research Experts

We have invested millions of dollars in our software and services to bring our customers the best death audit and locate products in the industry. Today, thousands of organizations across the nation receive the benefits of the investment with access to the largest team of experts in the industry, highest data integrity, and significant cost savings. PBI Research Services has helped thousands of companies save time, avoid overpayments, streamline management of their participant pool, and meet industry regulations.

PBI Advantages

Effectively Manage Your Participants

Take advantage of industry best practices, defined process, and comprehensive reporting. Save time and resources in minimizing overpayments, reducing fraud, meeting fiduciary responsibilities, and identifying beneficiaries.

Access to a Team of Experts

Your dedicated Account Manager provides you with the tools you need to navigate market complexities. We have the largest team of data scientists, product developers, security and IT, and subject matter experts in the industry.

Confidence Your Data is Secure

Protecting and securing your information is our highest priority. Our formalized security program follows industry-recognized security frameworks and undergoes an annual SSAE 18 SOC 2, Type II audit.

Our Services

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