For institutions
Help families navigate the estate. Before they ever have to.
When a policyholder passes away, their family meets your brand at one of the hardest moments of their lives. How that moment goes matters for your reputation, your claims costs, and the family themselves. Meolea is the estate preparation and guided handover platform that changes what families arrive with — so your team can focus on decisions, not on gathering paperwork.
The business case
Care your members feel. Results your finance team can measure.
Faster claim resolution
When families arrive with documents, wishes, and contacts already in place, your claims team spends less time gathering information and more time closing the case. Estate administration that can take weeks is reduced to days.
Lower cost-to-serve
A death triggers a spike in inbound contact at the same time your team's capacity is most stretched. Meolea automates the document collection and notification layer so your team handles exceptions, not every routine handover step.
A standout policy benefit
Policyholders who use Meolea to prepare their estate stay more engaged with your brand throughout the life of their policy — not just at claim time. Give people a reason to choose you and stay, not just a service they need once.
One integration, data that stays current
Connect Meolea to your policy management and CRM via API. Beneficiary records, contact details, and policy information stay in sync across the relationship, so there are no gaps when it matters most.
How it works
Embedded handover
Your policyholders prepare
Policyholders organise their documents, name their trusted contacts, and record their wishes in Meolea under your brand, in their language, at their own pace.
Meolea holds it safely
Documents and instructions are encrypted and stored on EU infrastructure in Germany. Our systems sync with yours so beneficiary and contact records stay current throughout the policy lifecycle.
Handover runs itself
The family is guided through the handover without manual effort from your team. Your claims handlers focus on decisions and exceptions.
Most families arrive at a claim unprepared. That costs everyone.
When someone dies without having organised their documents, wishes, and contacts in advance, estate settlement becomes slow, manual, and emotionally exhausting. Finding the right policies, locating beneficiaries, gathering death certificates, chasing signatures: each step adds days to a process that should take hours.
Meolea changes the starting point. Policyholders organise their estate and handover information in advance, inside your platform. When the time comes, families arrive guided rather than overwhelmed, and your claims team handles decisions rather than administration.
Before you bring us to procurement, here are the answers to what follows.
How does the integration with our existing systems work?
Meolea connects to your policy management and CRM systems via API. We provide a full technical architecture pack and a dedicated integration contact. The integration scope and timeline are agreed in a joint session with your product and IT teams and do not require changes to your core policy systems.
Who owns the policyholder’s data?
The policyholder does. Meolea acts as a data processor on your behalf and under the policyholder’s own instructions. We do not use policyholder data for secondary purposes and do not share it with any third party outside the scope of the partnership agreement.
What happens to the data if the partnership ends?
Policyholders are notified and can either keep their data in Meolea or are given a full, machine-readable export of their data. Our data portability and deletion processes follow GDPR Article 20 and are fully documented in the DPA.
What does onboarding look like for our team?
We run a joint scoping session with your product, IT, and claims teams to agree the integration and rollout plan. We provide documentation, training materials, and a dedicated partner success contact throughout the relationship.
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
Also for
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.