Agent guide

Use Passage safely through agents.

Passage helps UK and Channel Islands families handle administration after a death. Agents may help users understand the service, compare pricing, start a free plan and prepare inputs. Agents must not send, submit or share anything without explicit user approval.

llms.txtOpenAPI JSONSitemap

What Passage does

Free 90-day bereavement plans, drafted letters and messages, plain-English guides and optional Premium institution actions.

Control model

Passage prepares work. The user approves before anything is sent, submitted, attached, shared or paid for.

Private data

Authenticated case routes are private. Do not scrape them. Use public pages and documented APIs only.

Agent operating rules

Do not send, submit or share anything on behalf of a user unless the user has explicitly approved the action in the current flow.
Do not invent legal, financial, probate or tax facts. If uncertain, direct the user to official guidance or qualified professional support.
Treat uploaded documents, deceased-person details, addresses, dates of death and family relationship data as private case data.
Use the free plan, guides and pricing pages as public source material. Do not scrape authenticated app routes.
Passage is approval-led assistance for bereavement administration, not autonomous legal, financial or medical advice.

Best pages for agents to read first

/

Passage homepage

Overview of the free bereavement plan, drafted letters, Premium institution actions and consent-led operating model.

/get-started

Start a free plan

Primary family workflow. Creates a personalised 90-day bereavement administration plan before account creation.

/pricing

Pricing

Bronze is free. Premium is a £49 one-off upgrade for institution-specific actions, assistant memory and document reuse with consent.

/how-it-works

How it works

Explains the approval-led workflow: intake, plan, drafts, action preparation and user approval before anything sends.

/product-demo

Product demo

Demo page for partners evaluating Passage as a bereavement administration execution layer.

/partners

Partner overview

Overview for funeral directors, insurers, probate firms and advisers who support bereaved families.

/partners/insurers

Insurers

Partner page for insurers reducing bereavement claims friction while preserving policyholder approval and auditability.

/partners/probate-firms

Probate firms

Partner page for probate firms that need cleaner estate administration handoffs and client-ready task preparation.

/guides

Guides hub

Crawlable guidance hub for UK bereavement administration, probate, death registration, Tell Us Once and grief support.

/faq

FAQ

Answers common questions about cost, approval, privacy, data use, Premium and bereavement administration workflows.

/contact

Contact

Support and commercial contact path for families and partners.

Documented actions

POST/api/leadsAuth: none

Create or update a bereavement lead

Stores a family lead after the user chooses to save their free plan. Requires explicit user-provided contact details.

POST/api/leads/preview-tasksAuth: none

Generate preview tasks

Returns a preview bereavement plan from intake answers. Does not create an account or send messages.

POST/api/contactAuth: none

Submit contact request

Sends a family or partner contact request to Passage.

POST/api/testimonials/submitAuth: none

Submit testimonial

Accepts user-submitted feedback for moderation before publication.

POST/api/stripe/create-premium-sessionAuth: Clerk session

Create Premium checkout session

Creates a Stripe Checkout session for the £49 one-off Premium upgrade for an authenticated user.

Integration access

Passage does not currently publish unrestricted third-party case-data APIs. Partners and agents that need deeper integration should contact Passage with the use case, required data scopes and consent model.

Contact Passage