ABOUT NextGen Bridge “Every year, nearly 2.5 million identities of deceased Americans are used for fraudulent account activity and to open new services. This threat is known as “ghosting” and can have serious risk to your client’s financial assets, credit cards, tax returns, and driver’s license information. It’s a serious issue that can disrupt estate settlements for months – sometimes years.
NextGen Bridge, powered by ProtectHeir, is a self-service solution for executors that prevents the risk of estate fraud and deceased identity theft by making it easier for the executor to notify organizations of the passing of a loved one.
By auto-emailing the purchasing advisor the executor’s contact information executing the service, NextGen Bridge enables the advisor to then reach out and help the executor with other aspects of estate settlement such as setting up estate or heir accounts, giving the advisor the opportunity to retain those assets.
ProtectHeir, founded by credit industry executives with over 35 years of experience, is an innovator in fraud and identity theft prevention.“
WHAT ARE THE INTEGRATION POINTS BETWEEN NEXTGEN BRIDGE AND REDTAIL CRM?
Client information from Redtail pre-populates information in NextGen Bridge at the time of fulfillment, making the job of the client’s executor both easier and quicker.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.