- Pull state unclaimed-property lists each month and send them to skip-trace and batch data partners.
- Clean, de-duplicate, and organize records into campaign-ready segments.
- Use AI-assisted research to find publicly available Facebook and LinkedIn profiles and generate leads through social media investigations.
- Provide leads to the Accelerator sales program and support heir search cases with the RAD team.
- Prepare files to coordinate mail, phone, and social outreach.
- Track lists processed, match rates, and leads generated in a monthly report.
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