ANICO Ruling Casts Doubt on Ability to Circumvent State UP Audits; Is there...
On May 7th, 2013, the California State Controller filed suit against ANICO (John Chiang vs. American National Insurance Company) seeking an order preliminarily enjoining Defendant American National...
View ArticleAre Standardized Death-Matching Guidelines on the Horizon for Insurers?
As many in the insurance industry now know, New York Life Insurance Co. (NY Life) has recently agreed to a $15 million dollar settlement to close its unclaimed property audits. While NY Life has been...
View ArticleGuidance on Proposed DMF Certification Guidelines
As many are now aware, the administration recently passed legislation that will delay access to current death data on the Social Security Administration’s Death Master File (SSA DMF) for three years....
View ArticleFlorida Court Issues Opinion on ‘Time’ vs ‘Proof’ of Death
Please see below for an article recapping the Florida First District Court of appeals’ August 5th 2014 opinion in regard to Thrivent Financial for Lutherans v. State of Florida, Department of...
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Improve Customer Retention by Targeting Segments in Motion
The ever popular and highly predictive “RFM” metric provides a static point in time view of your customers by their purchase total and number of months since last purchase to date. In general, more...
View ArticlePrepare Your Business Against Privacy, Postal & Tax Attacks
CCC is an active America Catalog Marketers Association member. If you are concerned about postage regulations, programming for 12K+ tax rates under post Wayfair ruling laws and preparing your business...
View ArticleACMA CCPA Panelist Tom Berger: Recap on Key Service Bureau Considerations
I was honored to participate in the recent CCPA panel discussion hosted by the ACMA. I provided my perspective on preparedness from the service bureau world. For those of you who could not attend,...
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Email Database Check List
Are you missing an opportunity? Looking for an easy way to make more money from your existing buyer file? Expand your marketable universe of email addresses. Now is the time to make sure you haven’t...
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Business Lessons Learned 1 Year into the Pandemic
It’s been one year since the world shut down and a lot has happened. I started writing this in the early days of closure and realized it would be good to share for those who may not have experienced...
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What is a New Customer? Are we talking about the same thing?
The number of new customers is a popular KPI request of a database provider. Believe it or not, there is more than one way to answer the question and key factors that can impact measurement. 1....
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