For insurers · bereavement and claims teams
Stop leaving bereavement support at the payout.
Families still face banks, pensions, utilities, probate, and endless paperwork after the claim settles. Passage gives insurers a clean post-death workflow product that reduces friction, adds practical value, and fits the moment of contact.
Minimum sellable workflow product
Four parts. Nothing unnecessary.
Document vault
Collect death certificate, ID, will, probate, proof of address, and every supporting document in one place. Upload once. Reuse everywhere.
Institution tracker
Track each bank, insurer, pension, utility, and registrar with status, required documents, next action, and expected response time.
Family progress dashboard
Give the family one screen showing what is done, what is blocked, what is waiting on an institution, and what happens next.
Branching checklist
Adapt the workflow by case type: will or intestacy, simple or complex estate, homeowner or renter, employed or retired.
Why this audience first
Insurers already own the moment. Most still leave the admin mess untouched.
01
The claim gets paid. The hardest admin starts after that.
Bereaved families still need to notify institutions, track documents, and work through probate-related tasks. The practical burden lasts long after the payout.
02
Call centres get dragged into workflow they were never built to run.
Claims and support teams end up fielding questions about what happens next, what documents are needed, and which institution should be contacted first.
03
The category is moving.
Zurich and Empathy already showed that bereavement support is becoming a distribution expectation. Waiting means handing the category language to someone else.
Why Passage fits
Passage gives insurers the practical workflow layer, not another content library.
Family-facing and execution-first
The product is built around doing the admin, not just reading about it. Families get documents organised, institutions tracked, and next actions made obvious.
Easy to hand off from claims
A claim handler can move a family into a practical workflow without pretending to become a probate adviser or aftercare concierge.
Partner-ready hand-off
Passage gives insurers a practical family workflow they can introduce at the right moment, without expanding the remit of claims or customer support teams.
Demo path
The insurer demo shows four moments: claim complete, documents collected, institutions tracked, family progress visible.
This is the exact week-one demo. No AI theatre. No content maze. Just the workflow the buyer needs to see.
Step 01
Hand-off from claims
The family receives a practical next-step workflow instead of a generic bereavement resource pack.
Step 02
Collect the paperwork once
Death certificate, ID, will, probate status, and supporting documents live in one place.
Step 03
Track every institution
Banks, pensions, utilities, and government tasks move through one visible status system.
Step 04
Show progress without more calls
The family can see what is done, blocked, and next without repeatedly calling the insurer for guidance.
What changes for the buyer
What the insurer gets when the workflow is in place
Related guidance
Cover the adjacent questions families ask next.
Google now fans out into related intents. These core guides help Passage answer the obvious follow-on questions instead of forcing families back into generic search results.
Illustrative insurer workflow
A buyer-facing example of how the claim hand-off becomes a practical family workflow after the payout.
What to do when someone dies
The plain-English first-step guide families ask for when the practical work starts.
How Tell Us Once works
One of the fastest early admin shortcuts families can use while the rest of the workflow gets organised.
Probate workflow checklist
Useful when the family still has estate admin work ahead after the claim is processed.
FAQ
What insurer buyers usually need answered
What problem does Passage solve for insurers?
Open
Passage handles the practical admin gap after a death. Instead of ending support at the claim payout, insurers can give families a structured workflow for documents, institutions, blockers, and next steps.
Is Passage replacing claims or legal advice?
Open
No. Claims teams still handle the claim. Legal advice still sits with regulated advisers and probate professionals. Passage sits in the operational gap after a death and helps families execute the admin cleanly.
Why is this relevant for insurers now?
Open
Families increasingly expect practical support, not just a payout and a leaflet. A clear post-claim workflow helps insurers improve the bereavement experience without turning claims teams into legal or probate advisers.
Week-one execution
See the workflow insurers can hand to families the same day the claim is processed.
Passage gives insurers a practical way to support families after the claim is processed: organise documents, track institutions, show progress, and reduce avoidable follow-up.