Partner demo path
The admin execution layer after a death.
This is the Passage partner story in product form: a practical workflow that keeps documents, institutions, progress, and next actions visible for families and partners.
Product scope locked
Document vault
Upload the death certificate, ID, will, grant of probate, proof of address, and supporting paperwork once. Passage keeps the working pack together.
Institution tracker
Each bank, insurer, pension provider, utility, employer, registrar, or government process gets a status, required documents, and next action.
Family progress dashboard
Families see what is complete, in progress, blocked, waiting on an institution, and next. One screen. No confusion theatre.
Branching checklist
The workflow changes by will status, estate complexity, property ownership, employment status, and other case-shaping facts.
Demo sequence
Show the first week. Make the workflow obvious.
Day 1
Create the practical case
Start with who died, where they lived, whether there is a will, and the broad estate shape. Passage uses this to decide what matters now.
Day 2
Collect the core paperwork
Gather the death certificate, ID, will, property documents, and the first account details. Missing items stay visible, not lost in email.
Day 3
Map the institutions
Create a list of every bank, pension, insurer, utility, and public body that needs attention. Each one gets its own workflow row.
Day 4
Surface blockers fast
Missing probate, unclear account ownership, or incomplete ID are shown as blockers so the family and partner know what is holding things up.
Day 5
Move with visible progress
The dashboard keeps the family, insurer, or probate team aligned on what is done and what happens next.
What the buyer should understand
This product is designed to reduce admin drag, not add another support layer.
Related guidance
Answer the adjacent questions too.
Partners and families quickly ask adjacent questions. These linked guides answer them without diluting the core workflow story.
What to do when someone dies
Use the main practical guide when families need the full first-week checklist around the workflow.
How to get probate
Use this when the workflow surfaces property, investments, or institutions asking for probate before release.
Probate workflow checklist
A cleaner view of what families need to gather, unblock, and move before and after the probate application.
Illustrative insurer workflow
A specific commercial page showing how Passage fits the hand-off after a claim payout.
FAQ
Common questions about the workflow demo.
What does the Passage product demo actually show?
Open
It shows the practical workflow after a death: collect documents, track institutions, show family progress, and branch the checklist by case type.
Who is this demo for?
Open
It is built for insurers and probate firms first. Both need a practical workflow they can hand to families without turning their teams into generic support desks.
Why add supporting guidance around the demo?
Open
Partners and families quickly ask adjacent questions about probate, Tell Us Once, and first steps. The demo links to those answers without turning the product into a content hub.
Next step
Use this flow in partner outreach now.
The offer is deliberately narrow: audience clear, scope clear, positioning clear. Use this workflow in live partner conversations.