For institutions

Be the insurer that shows up well at the moment of a claim.

When a policyholder dies, their family meets your brand at its hardest moment. Embed Meolea and turn that moment into one of guidance and care — while taking the manual estate work off your team.

Lawyer on phone at desk with laptop
Couple drinking coffee at table holding hands
Lawyer writing on paper

The business case

Care your members feel — and your finance team can measure.

Lower cost-to-serve

Automating documents, notifications and handover steps takes the repetitive load off your team at exactly the moment case volume spikes.

One integration, data in sync

Connect Meolea to your systems via API so member records, policies and contacts stay current — no double entry, no stale data.

A standout policy benefit

Members prepare their handover inside your app, so the eventual claim is faster and gentler for the family — a reason to choose and keep your policy.

How it works

Embedded handover

1

Your policyholders prepare

Inside your app or portal — documents, wishes and letters, in their own language, on your brand.

2

Meolea holds it safely

Encrypted, EU-hosted, GDPR-grade. We sync with your systems so records stay current.

3

Handover runs itself

At claim time, the family is guided step by step. Your team handles exceptions, not everything.

Built for institutions

Compliance your risk team will actually like.

EU data residency, AES-256 encryption, GDPR by design, independent audits and verified-access handover. We bring your security, legal and procurement teams the documentation they expect — up front, not after signing.

  • GDPR-compliant
  • AES-256 encryption
  • EU data residency
  • Independently audited
  • API & SSO ready
  • DPA & security pack

Let's scope what embedded handover looks like for you

Bring your security and product teams. We'll bring the architecture, the documentation, and a partnership built for institutions.