Cadence for Insurers

Intelligent, estate settlement support for beneficiaries.

Provide peace-of-mind for your policy holders by caring for their loved ones.

Book a Demo
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Offer more than a payout and give your agents an advantage.

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Offer  value for your policy holders

Strengthen relationships & maximize client retention

Extend care to your policy holders’ beneficiaries by offering a truly valuable estate settlement service.

With timely education and reminders, we point policy holders, beneficiaries and executors back to you when they’re seeking insurance products.

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Turn beneficiaries into policy holders

Set your company apart

Organically spread awareness of your innovative services when beneficiaries and executors use our platform.

Differentiate your brand by offering a unique product. Provide a value-add service with revenue sharing opportunities.

Begin ID: An purple icon of two hands shaking hands in agreement. End ID.

Offer  value for your policy holders

Extend care to your policy holders’ beneficiaries by offering a truly valuable estate settlement service.

Begin ID: A green icon of an outstretched hand, with a dollar sign hovering above it. End ID.

Strengthen relationships & maximize client retention

With timely education and reminders, we point policy holders, beneficiaries and executors back to you when they’re seeking insurance products.

Begin ID: A powder blue icon of a small family: Mom, Dad, and junior in front. They are facing the viewer, in a friendly way. End ID.

Turn beneficiaries into policy holders

Organically spread awareness of your innovative services when beneficiaries and executors use our platform.

Begin ID: an icon of four puzzle pieces. Three are joined, with a fourth just about to. When they join, they will form a square. End ID.

Set your company apart

Differentiate your brand by offering a unique product. Provide a value-add service with revenue sharing opportunities.

Cadence Helps Beneficiaries With

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Identity theft protection

Government notifications & benefits

Insurance & pension claims

Subscription & account closures

Probate & tax guidance

Cadence helps with

Begin ID: An icon of a Pink shield with a heart inside the boundaries of the shield. End ID.

Identity theft protection

Begin ID: a blue line art icon of a document, with a checkmark beside it. End ID.

Government notifications & benefits

Begin ID: A Yellow icon of a credit card, done in a line-art style. End ID.

Insurance & pension claims

Begin ID: A light red icon in line-art style of three people in a group, with a large strike going through all of them. End ID.

Subscription & account closures

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Probate & tax guidance

Offering Insurers the Cadence advantage

Value-added touchpoints

  • Ongoing engagement with a platform that spotlights your company
  • Timely reminders for clients to get in touch with you when circumstances change
  • Be flagged when insurance guidance is needed so you can provide a hand to hold

Simple case management

  • No software or apps to download or update
  • Easy-to-use website, available to anyone with access to the internet
  • Seamless hand-off: simply log-in & invite clients

Customized roadmaps

  • Region & circumstance-specific instructions
  • To-do lists complete with relevant forms & letters
  • Certified Executor Advisor support via phone or chat

Support with documents

  • Relevant documents are appended to instructions
  • Form and letter templates save time & energy
  • Addresses & contact information for key agencies

How it works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.
Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.
Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

How it Works

1

Book a demo with our sales team

Book a demo to speak with our sales team who can provide pricing information. You will then gain access to the business dashboard where you can invite clients.

Begin ID: An illustration of the Cadence dashboard. It is in varying shades of purple, and shows one form field at the end highlighted. There is art of a phone ringing, as well as a picture of an avatar - the user is being onboarded. End ID.

2

Invite clients through the business dashboard

Invite clients and track invitations through the Cadence business dashboard, which you can access simply by logging on to a website.

Begin ID: An Illustration of the Cadence dashboard, as the user is working through it. There are question marks before the fields that haven't been completed yet. End ID.

3

Clients work through their personalized roadmap

Your client proceeds through the roadmap at their own pace, accessing clear instructions, pre-filled forms & letters, and task-tracking tools along the way.

Begin ID: An illustration of the Cadence dashboard. Now, all tasks are complete, as indicated by small checkmarks beside the fields. Above the scene is a thumbs up. End ID.

4

Access support when you or your clients need it

Our compassionate, expert team of Certified Executor Advisors is available by phone or chat to provide additional guidance for both staff and families.

Begin ID: An illustration of a customer service flow with Cadence. There is a message feed, as well as an illustration of a headset that a member of the support team would be using to speak to clients. End ID.

Book your demo today.

Our sales team will walk you through our platform & provide you with a free quote based on your business needs.

Book a Demo