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The Wisconsin Credit Union League


March 8, 2023 1:00 pm – 2:00 pm

Increase Recoveries with a Successful Post Claim Strategy
Matt Rehnelt, Business Development Manager | DCM Services, LLC 
For many organizations probate sounds like a complicated process. This presentation is designed to show how an easy two-step approach to handling your deceased accounts can not only lead to a more positive member experience, but an increase in recoveries as well. Whether you already have a probate process or you’re looking to create one from scratch, this will have information to help bring value to your team. 

Earlier Event: March 6
TRMA Spring Conference