Abstract: The current invention is for a system and method for providing “concierge” services to beneficiaries of a covered person provided immediately after death; and for providing “concierge” services to claimants of dismemberment, and continuing throughout the duration of the benefits claim process. The method for this service is offered to the employees and dependents insured through corporate sponsored group life and accident insurance programs. The method includes filing, handling and expediting insurance benefit claims and payouts; corporate sponsored retirement programs and stock benefits transfer, or “roll-over”, to an Individual Retirement Account; handling employee death related communications, paperwork and processing; and providing financial counseling.