Life insurers
Offer Loss Care to beneficiaries when a claim begins, and Legacy to policyholders who want to plan ahead.
For life insurers, banks, wealth firms and credit unions
Be there for the moment clients remember.
When someone dies, their family faces months of tasks and decisions, often starting with a call to you. Gracekeeps helps you meet that moment with real help, and helps your teams show up with care.
Built for the way you serve families
Banks
Support the families of account holders through estate settlement, and help customers organize before a crisis.
Wealth and advisory firms
Give advisors opt-in life event signals and conversation guides, and give client families a plan and a person.
Credit unions
Put member care into action with help for loss, caregiving and planning ahead.
At the moment of a claim
The next thing a beneficiary hears: here is help.
A death claim or an estate notice is often the first time a family speaks with you. It is also when they feel most alone.
With Gracekeeps, your team can offer a personal plan and a care specialist right away. The family gets through the hard months with support that came from you.
- Offer Loss Care in claim and estate servicing letters
- Your brand in the app and emails
- No change to how claims are decided
What you can offer
One partner for every season
Loss Care for families
A plan, a care specialist and tools for everything that follows a death.
Legacy for customers
Guided planning that helps customers organize accounts, wishes and documents.
Caregiving for members
Help for customers caring for an aging parent or a sick partner.
Advisor for your teams
Opt-in life event signals, conversation guides and outreach logs.
Your brand
Your name and colors throughout the experience on the Complete plan.
Anonymous reporting
Engagement and satisfaction across your program, never personal details.
How it works
How Gracekeeps fits your operations
Offer it at the right moment
At claim notice, in estate servicing or during a planning review.
Families get help
They create an account with your access code and get a plan the same day.
Teams stay informed, with consent
Advisors see life events only when clients choose to share them.
Measure what changes
Anonymous reports on reach, engagement and satisfaction, reviewed together.
Questions
For financial institutions
Can Gracekeeps carry our brand?
Yes. On the Complete and Enterprise plans, your name and colors appear in the app and in emails to members.
Is Gracekeeps involved in claim decisions?
No. We help families understand the steps and gather documents. Decisions stay entirely with you.
What do our teams see about a family?
By default, only anonymous totals. With Advisor, a client can choose to share that a life event happened, never the details of their plan or documents.
How do we run a pilot?
We agree on a group, goals and measures, then launch and review results together. See what a pilot looks like.
Show up for the families behind every account.
See Gracekeeps with your claims, servicing or advisory team.