We are proud to announce we are Soc 2 Type 2 compliant
The problem
Insurance needs a modern approach
Traditional insurance ends with a payout, but consumers expect more. Our AI-driven platform keeps policyholders engaged, strengthens loyalty, and supports life’s biggest moments
Insurance is a “Set it & forget it’ product
Most policyholders don’t engage with their insurance until it’s too late, leading to missed touchpoints and low retention
Families expect more than just a payout
Consumers want proactive guidance — not just financial support — when navigating loss
The next generation is often left out
Without direct engagement, beneficiaries may not continue coverage—leading to lost lifetime value
the solution
Unlock new opportunities with every life event
Unlock new opportunities with every life event
Stay informed about policyholders' life changes—without lifting a finger. We track the moments that matter, helping you enhance engagement, increase retention, and drive new policy growth
Prompt beneficiary updates and prevent lapses in coverage
Married
Divorced
Recently separated
Ensure policies reflect new circumstances and prevent unintended payouts
Family
New parent
Baby on the way
Recommend additional coverage to protect the growing family
New job
Policy lapse
Changed jobs
A new employer may mean a policy reevaluation—help policyholders close any gaps
New home
Location change
Recently moved
Keep policyholders engaged and prevent churn when they relocate to a new state
Car purchase
New home
New home
A major asset means a chance to introduce new life or home insurance products
Support
Farewell supports your clients from beginning to end
Set up with ease
Our integrations with 15k+ banks and funeral homes makes creating an end-of-life plan seamless. Users can get fully set up within 15 minutes
Keep end-of-life plans up to date with AI
We proactively help your clients keep their end of life plan up to date so they can avoid a disappointing estate settlement experience and develop a strong relationship with your bank
Nurture generational loyalty
We help younger generations fall in love with your org by providing highly personalized estate settlement support & banking guidance
features
How integration works
We handle the heavy lifting, from integration to ongoing customer engagement, so you can focus on building stronger relationships with your policyholders
1
Easy onboarding
We align with your team to integrate seamlessly with your systems
2
Co-Branded experience
Your policyholders access a fully branded, value-added service
3
Ongoing engagement
Our AI notifies policyholders of life changes, keeping them actively involved
4
Data-Driven insights
Get valuable analytics on policyholder engagement and beneficiary transitions
Support
Why partner with us
By providing policyholders with a living, evolving end-of-life plan, you create deeper engagement, long-term retention, and seamless generational transitions
Increase retention & lifetime value
Keeps policyholders happy
Enhance customer experience
Offer policyholders real value with proactive estate planning
Secure the next generation
Organically receive a warm introduction to beneficiaries
Seamless integration
We work with you to ensure our platform seamlessly embeds into your systems
Let’s work together
Ready to future-proof your insurance offerings? Let’s build a lasting relationship with your policyholders—one that spans generations
