Empathy

O que é Empathy?

Empathy is a platform that helps insurers, financial institutions, and employers support people through estate planning, caregiving, leave, and bereavement. It combines AI guidance, practical tools, and a human Care Team to address the logistical and emotional demands of major life events.

Organizations can offer people a connected place to prepare documents, organize information, and navigate time away from work. Financial professionals also have a client engagement portal for following planning activity and identifying opportunities to follow up.

O que Empathy pode fazer?

Contextual guidance and human care

AI uses a person’s context to surface guidance, answers, and next steps. An expert Care Team adds human judgment and reassurance; trained specialists are available 24/7 for leave support.

Guided estate document creation

Step-by-step flows, videos, and inline explanations help people create attorney-built wills, revocable living trusts, powers of attorney, and funeral directives.

Secure vault and asset mapping

Centralize legal documents and personal letters in a secure vault, and map assets so loved ones can identify and locate them during estate settlement.

Leave planning and recovery tools

Personalized Care Plans outline steps toward returning to work. Symptoms, medication, and mood trackers help people record recovery progress and share it.

Emotional support resources

Expert-created meditations and guidance address leave experiences, including maternity and postpartum recovery. AI tools help people prepare difficult estate planning conversations.

Empathy Connect

A client engagement portal gives financial professionals visibility into planning activity, such as property additions, family changes, and completed wills, with options to share guides or initiate contact.

Casos de uso

“Offer policyholders a benefit during their lifetime”

Life insurers can provide estate planning through an existing policyholder relationship, giving people a practical reason to engage before a claim occurs.

“Follow up as clients’ circumstances change”

Advisors can use planning activity to prompt conversations about new assets, family members, or estate updates and maintain contact with clients and their heirs.

“Support employees during leave”

Employers and benefits teams can give employees guidance through medical logistics, available benefits, and conversations with colleagues while preparing for a return to work.

“Extend support through disability claims”

Disability carriers and benefits providers can add practical and emotional guidance to the claim experience, helping people navigate recovery alongside administrative processes.

Perguntas frequentes

Do people need a lawyer to create estate documents?

Empathy’s guided experience does not require a lawyer or legal background. People with complex estates can still involve a professional. Empathy states that its attorney-built documents are legally valid once notarized in the regions it serves.

What types of leave does Empathy support?

Support covers short- and long-term disability, medical and injury leave, maternity and parental leave, and time away for mental health, with guidance tailored to each situation.

Does Empathy replace leave administration or an EAP?

It complements existing services. Leave administration handles claims and forms, while Empathy provides guidance across medical logistics, emotional needs, and practical steps toward returning to work.

How can an organization explore offering Empathy?

The website offers a demo booking route for organizations interested in the platform.