Product Releases

Continuous investment. Continuous progress.

For nearly 40 years, Berwyn has led the death audit and locate services industry. We invest heavily in our platform so our clients always have access to the most accurate, secure, and efficient solutions available. Every release below is built around one of three goals: better data quality, a smoother experience, and stronger security.

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New source codes: probate & institutional

Release Date: January 1, 2027

Product(s) Impacted:  CertiDeath®, CertiCensus®, BerwynDMF®, Standard, Data Cleanse, Data Confirm, CertiSearch, Research Center

Overview

Two new source codes are joining our existing SSA, STA, and OBT codes: PRO for probate filings and IST for institutional sources. A source code tells you exactly where a decedent record was verified, so this gives you more visibility into how each match was confirmed.

Value / Impact to You

These sources sit outside the SSA Death Master File, state vital records, and obituaries—meaning they surface confirmed deaths these other sources can’t reach. You may see an increase in decedents identified across your file, with the same verification standards you rely on today.

Client Next Steps

If your team has automation built around ingesting our return file, budget time to add the two new codes before January 1. Reach out to your CSM or info@berwyngroup.com and we’ll send a sample file so you can test the mapping in advance.

Unified reporting across CertiCensus®

Release Date: October 14, 2026

Product(s) Impacted: CertiCensus®

Overview

CertiCensus® now uses one standard definition and refresh schedule for every count, across the Dashboard, the Audit Report, and the results your CSM reviews with you. A number means the same thing wherever it appears.

Value / Impact to You

You get one clear, consistent picture of your data:

  • Audit Report overview totals tie directly to the detail on each tab.
  • Deceased status and beneficiary search results display the same way wherever you view them.
  • Mailings sent and returned reconcile with total mailings on both the Dashboard chart and the Audit Report.
  • If your organization has multiple populations, the Dashboard shows participant counts across all of them, and you can still filter by individual account.

Client Next Steps

None required. The update applies to your account automatically, and we’ll let you know when it’s live. Questions? Contact your CSM or email info@berwyngroup.com.

Expanding our data sources

Release Date:  Ongoing

Product(s) Impacted:  CertiDeath®, CertiCensus®, CertiSearch® BerwynDMF, Standard, Data Cleanse, Data Confirm, Research Center

Overview

New death-data sources become available all the time, and we evaluate each one against our verification standards before adding it to our process. This is ongoing work, not a single release. We add sources as they prove out.

Value / Impact to You

Every source we add works toward one goal: catching deaths our clients would otherwise miss, sooner and with more certainty. You don’t have to do anything to benefit. It happens automatically, behind the scenes.

Client Next Steps

None. You may simply notice additional decedents surfacing in your reporting from time to time as new sources come online.

Two new reports for easier reconciliation

Release Date:  August 19, 2026

Product(s) Impacted:  CertiCensus®

Overview

BeneSearch for Client Import only available to CertiCensus clients at this time, a clear summary of every deceased individual you have submitted for a search, so you can see results at a glance and easily import them into your database.

Participant Export Report: a downloadable, participant-level results file built for reconciling against your own internal systems.

Value / Impact to You

Both reports put answers directly in your hands. Instead of requesting a custom export from your CSM and waiting on a turnaround, you can pull the data yourself the moment you need it.

Client Next Steps

Nothing required—both reports are live now in your client portal. If you’d like a quick walkthrough of the new formats, your CSM is happy to help.

Probate data now included in BeneSearch®

Release Date:  July 22, 2026

Product(s) Impacted:  BeneSearch®

Overview

BeneSearch® now checks publicly available probate filings as an additional verification source, helping confirm beneficiary status and next-of-kin information whenever probate records exist.

Value / Impact to You

It’s one more layer of confirmation behind every beneficiary determination. This is particularly valuable in cases where contact information is thin or outdated, giving you more confidence before benefits are distributed.

Client Next Steps

None needed. Probate data is now factored into every new BeneSearch® search automatically.

CertiDeath®, no SSNs

Release Date: July 9, 2026

Product(s) Impacted:  CertiDeath®

Overview

We know sharing Social Security Numbers makes many clients uneasy, even when it’s necessary for a thorough audit. CertiDeath®, No SSNs removes that requirement entirely so you get validated death audit results without transmitting an SSN.

Value / Impact to You

Eliminate the risk and compliance burden of transferring sensitive PII, while still receiving comprehensive results. 

Client Next Steps

Interested in switching to the no-SSN model? Contact your CSM or email info@berwyngroup.com and we’ll walk you through what changes on your end.

Introducing BerwynDMF

Release Date:  May 12, 2026

Product(s) Impacted:  BerwynDMF (New Product)

Overview

The SSA Death Master File has been losing coverage since 2011 and today captures only around 16% of deaths, leaving a widening gap for any organization that relies on it. BerwynDMF closes that gap, delivering more than four times the coverage of the SSA’s Limited Access Death Master File, in the identical file layout you already use.

Value / Impact to You

Same process, same file structure, dramatically better results: if you’re ingesting the SSA DMF today, BerwynDMF slots in with no programming changes and a substantial jump in decedent identification and accuracy.

Client Next Steps

Contact your CSM or email info@berwyngroup.com for a sample file or to plan your migration from the SSA DMF.

Deeper data enrichment

Release Date:  December, 2025

Product(s) Impacted:  CertiDeath®

Overview

Different than any provider in the industry, Berwyn enriches the data prior to running any death audit. With accurate and complete data, decedent identification becomes more accurate and comprehensive.

Value / Impact to You

More complete and accurate data means more decedents identified. Every organization has challenges with data integrity; we are helping fill in those gaps so you achieve the best results.

Client Next Steps

None needed. If you’re a CertiDeath® client, your data already runs through the enhanced enrichment process automatically.