ALIVE & WELL CHECK

Alive & Well Check

A single announced visit that verifies identity, presence and survivorship for a claim or continuing benefit. The investigator states a true name, a true company and the true purpose on first contact. We do not describe this as a wellness or welfare check, because borrowing a public-safety function misstates the purpose of the visit.

In-person claim verification visit documentation.
01Verify identity and presence
02Confirm survivorship for a continuing benefit
03Document the attempt where contact is not made
04Establish a record of what was and was not verified

BUYER LENS

Know what this service should answer before you scope it.

What authorized operating question must this service answer, and who remains accountable for the resulting decision?

01

Good reasons to start here

  • A defined matter needs specialized capacity.
  • The client needs a documented work product or controlled handoff.
  • The service must connect to another MODLAN discipline without blurring responsibility.
02

What to have defined

  • Purpose, scope, owner, jurisdiction, and known constraints.
  • Relevant records and evidence already available through an approved channel.
  • Client guidelines, escalation expectations, and required handoff context.
03

What this should inform

A documented service outcome that supports — but does not silently replace — the accountable client's decision.

ACCOUNTABLE OWNERThe authorized client or program owner.

CAPABILITIES

Disciplined support built around the matter.

MODLAN scopes each engagement to the authorized assignment, applicable requirements, available evidence, and client objectives. Work is documented for clarity, defensibility, and appropriate downstream review.

Announced single-attempt visitTrue-purpose disclosure on first contactWritten leave-behind stating purpose and clientAttempt log with exact words usedRepresentation screening before dispatchEscalation protocol where a subject appears at risk

WHEN THIS SERVICE FITS

Built around a defined operational question.

SCOPE

What the engagement can include.

The exact scope is established by the authorized assignment, applicable licensing or professional requirements, and client guidelines.

01Single announced visit
02Identity/presence/survivorship verification
03True-purpose disclosure
04Written leave-behind
05Attempt evidence
06Escalation where immediate risk is observed

OPERATING MODEL

Controlled from assignment through handoff.

01

Gate

Verify representation, jurisdiction, assignment purpose, attempt history, and contact restrictions.

02

Contact

Approach only through ordinary public access; identify investigator, company, client and claim-investigation purpose.

03

Verify

Document identity/presence/survivorship only—no functional assessment or medical opinion.

04

Close

Record contact, non-contact, refusal, limitation, leave-behind and any authorized escalation.

WORK PRODUCT

What the matter can produce.

  • Verification report
  • Attempt/contact log
  • Leave-behind reference
  • Limitations and unresolved items

CONTROL BOUNDARY

What keeps the work defensible.

  • One attempt by default unless a documented reason authorizes another.
  • No residence entry, no treatment-facility contact, no minor contact, no functional testing.
  • Representation is rechecked before dispatch and direct contact stops if representation is identified.
  • Emergency need is escalated to appropriate help; the investigator does not diagnose or treat.

CONNECTED SERVICES

Build the right service stack for the matter.

ACTIVITY CHECKActivity CheckObservation without contact, to a written scope.Explore →REPRESENTED-PARTY INTERVIEWAttorney-Represented InterviewInterviews of represented parties, arranged through counsel.Explore →DISABILITY & INCOME CLAIMSDisability & Income Claim InvestigationInvestigation support for disability and income-replacement claims.Explore →

SERVICE FAQ

Procurement and operating questions.

Is this a welfare or wellness check?

No. It is an insurance/claim verification performed under the true stated purpose of the assignment.

Do you assess whether someone can perform physical tasks?

No. Identity, presence and survivorship are distinct from medical or functional assessment.

Can the investigator enter the home if invited?

The service is designed as a doorstep/public-access verification, not an interior inspection.

What if the person is represented?

Direct contact is stopped and any interview must be arranged through counsel.

WHERE THIS SITS IN MODLAN

Enterprise Service Delivery

Apply the appropriate MODLAN operating capacity to the defined matter or program objective.

Explore the operating family →
MODLAN SERVICESTechnology relationship

Technology is used only where it adds approved value and does not erase the accountable human or system-of-record boundary.

View the full MODLAN service ecosystem →

HOW THIS SERVICE CAN SCALE

From assignment to enterprise program—without changing who owns the decision.

01Assignment

A defined objective, scope, owner, evidence/data path, and handoff for a specific matter or task.

02Capacity

Recurring or overflow use of the same capability under established client rules, controls, and escalation paths.

03Program

The service becomes one governed lane inside a broader multi-service operating model with explicit dependencies.

PROCUREMENT & IMPLEMENTATION

Questions to resolve before this service enters production.

Enterprise delivery depends on the operating context around the service—not merely the capability itself.

Who owns the decision?Identify the carrier, TPA, counsel, program owner, or other accountable authority.
What system remains authoritative?Define where the source record lives and what MODLAN may read, create, return, or reconcile.
What evidence or data is necessary?Minimize collection and access to what the authorized purpose actually requires.
What ends the engagement?Define handoff, closure, retention, disposition, and unresolved-exception ownership.

DECISION CONTEXT

This service does not operate in isolation.

The engagement should connect to the correct buyer, adjacent operating layer, and assurance boundary without blurring professional authority or the source of record.

ENTERPRISE JOURNEY

Connect this service to the rest of the operating model.

Move from service selection into the adjacent operational, evidence, integration, assurance, or intelligence layer that the matter actually requires.

01 · Claim contextClaims operationsContinue →02 · EvidenceEvidence servicesContinue →03 · CounselCounsel pathwayContinue →

MODLAN SYSTEMS

Bring the right people, evidence, and intelligence to the problem.

Contact MODLAN to discuss the authorized scope, geography, timing, and operational requirements for your matter.

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