Protecting Families. Empowering Institutions.
BENEFICIARY ProActive™ supports financial institutions, state and local governments, advisors and professional partners, and end-of-life providers with a proactive, human-first approach to beneficiary administration and claims continuity. Our platform is live and supporting organizations seeking greater accuracy, continuity, and stewardship.
Website Update in Progress
Our website is currently being streamlined to better reflect our platform, partnerships, and institutional use cases. While updates are underway, BENEFICIARY ProActive™ is actively working with organizations evaluating modern approaches to beneficiary administration and operational continuity.
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Expert Team Members
Meet the dedicated professionals at BENEFICIARY ProActive™ who are passionate about revolutionizing beneficiary administration and enhancing the family experience in all financial interactions. Our team is dedicated to providing precise, transparent, and empathetic assistance during pivotal life events.
BENEFICIARY ProActive™
Protecting Families. Empowering Institutions.
Serving financial institutions, state & local governments, advisors & professional partners, and end-of-life providers.







