Empathy

Empathy provides a platform designed to support people through life transitions by combining AI-powered guidance with human support. It targets insurers, financial institutions, and employers who need to help clients and employees manage events such as estate planning, caregiving, leave, and bereavement. The platform aims to build stronger relationships and loyalty by offering planning tools, ongoing guidance, and connected experiences across life events.

The solution centers on a unified experience that surfaces relevant moments and appropriate support. It emphasizes a client engagement portal for professionals to stay connected with clients, guiding conversations at key moments and providing context for proactive outreach.

Empathy integrates attorney-built documents and guided support to help people create wills and other important documents, while securely storing materials in one vault. It combines digital tools with human judgment to handle emotional and practical aspects of major life events.

Use cases

• People planning for estates and legacy issues
• Financial professionals engaging clients