Empathy Connect™
Unprecedented context for timely client outreach
Between the sale and the claim, the relationship often goes quiet. Empathy shows advisors exactly where they can help, and provides the context to do so confidently.
Reaching out when it mattersSurfacing the life moments that matter - creating a plan, navigating a loss, starting a caregiving journey.
Adopt a consultative approachThe right context to reach out with relevance, while maintaining total privacy on the details.
Offer ready-to-share contentAccess the right context, while maintaining total privacy on the details, to reach out with relevance.
Provide care for every transitionAgent relationships and context carry forward and new advisors can step in seamlessly.
Start a relationship with the next generationBuild trust with beneficiaries and heirs long before a claim, when the relationship is most at risk.
“Empathy is by far the best value-added service I've seen in my 35 years in the business.”
72%
of prospects want to engage a financial professional before buying life insurance - but only 15% ever do.
75%
of consumers who switch their primary financial institution do so after a major life event - a move, a marriage, a new child.
42%
of adults say they need life insurance, or more of it - a protection gap of over 100 million people.
Turn every moment into a loyalty moment
Financial professionals
Always know the right moment
For most advisors, the real challenge is timing. Knowing when a client wants to hear from them, and what to say when they do. Empathy answers both, surfacing the moments that matter in a client's life, along with the context and content to reach out well. This is visibility advisors have never had before. Over time, that builds the kind of steady, consultative presence a client comes to rely on.
Carriers & distribution leaders
Give your advisors an edge
The advisors who thrive are the ones clients keep coming back to. That's what Empathy helps them do. By putting valuable insight in their hands, a carrier makes its agents more effective, more confident, and more successful, which shows up as stronger production and lower turnover. It's how a carrier becomes known as one that truly invests in the people who represent it.
Frequently asked questions
As clients and their loved ones use the Empathy Platform, it recognizes the moments where a professional's support would genuinely help, and shares just enough for an advisor to reach out. It's designed to surface relevance and timing while keeping people's private details private.
The relationship context stays in the Empathy Platform, so the next advisor can pick up where the last one left off and the carrier keeps a direct connection. No relationship has to be lost to turnover.
No. A CRM keeps track of what an advisor already knows about a client. Empathy adds the life moments they'd otherwise miss - the ones that make a conversation timely and welcome. It offers visibility they couldn't get anywhere else, along with the content to act on it well.