The benefit your policyholders use long before a claim.
KinWell helps life insurance carriers offer estate planning, beneficiary tracking, and memorial tools to policyholders as a value-add benefit. Increase satisfaction, reduce policy lapse, and stay close to the families you protect.
A value-add policyholders feel
A policy protects a family. KinWell helps them prepare.
Most policyholders only hear from their carrier at renewal. KinWell gives them a reason to engage all year, while keeping your brand present in the moments that matter most to their family.
Stay present year-round
Your brand shows up in everyday planning, not just the annual premium notice.
Protect the relationship
Engaged policyholders are more satisfied and less likely to lapse.
No system integration
Privacy-safe enrollment means nothing to connect to your policy or claims stack.
What policyholders get
One platform for everything around the policy.
Offered under your brand, KinWell gives policyholders and their families the tools to prepare before a loss and the guidance to navigate one afterward.
Estate planning tools
A secure home for documents, assets, and final wishes.
Policyholders organize wills, trusts, account details, and final wishes in one secure place, with a guided estate health dashboard that shows what is still missing.
Beneficiary tracking
Designations stay current across the whole estate.
Policyholders keep beneficiary designations and policy details up to date, so the people they intend to protect are documented well before a claim is ever filed.
Memorial and obituary tools
AI obituary writer, memorial pages, and a farewell checklist.
Families get an AI-assisted obituary writer, shareable memorial pages, and a guided farewell checklist, support for the moments that matter most to beneficiaries.
Probate guidance
Step-by-step direction when a loss happens.
When a policyholder passes, the family has a clear, guided path through estate settlement and probate, reducing confusion during the hardest weeks.
Co-branded experience
Policyholders see your brand throughout.
The portal carries your carrier brand from the first touch, reinforcing your relationship with the policyholder and their family year-round.
Privacy-safe enrollment
No integration with policy or claims systems.
Policyholders enroll directly. No personally identifiable data flows from your systems, and there is nothing to connect to your policy administration or claims stack.
Why carriers offer KinWell
A differentiator that pays for itself.
Premiums look the same on a comparison page. A benefit that helps a family prepare, and shows up when they need it most, is what makes a policy worth keeping.
- Higher policyholder satisfaction from a benefit members actually use throughout the year.
- Lower policy lapse, because your brand stays present beyond the annual premium notice.
- Differentiated policies that stand out against carriers competing on price alone.
- A stronger beneficiary experience, with documents organized long before a claim is filed.
Beyond the premium notice
A policy is a promise about the future. KinWell is the part of that promise policyholders can hold today, organizing their estate, naming their beneficiaries, and knowing their family has a guided path when the time comes.
That everyday value is what keeps a policyholder engaged, and a policy in force.
Become a partner
Bring KinWell to your policyholders.
Fill out the form below and choose insurance as your organization type. Our team will review your details and follow up to design a co-branded policyholder rollout.
Start Application
Submit your business details and reserved slug for admin review.
Submit your application and our team will reach out directly to complete onboarding.
How it works
From application to launch-ready benefit.
Most carriers go live within a few weeks. Enrollment is privacy-safe and requires no integration with your policy or claims systems.
Step 1
Apply using the partner form below and choose insurance as your organization type.
Step 2
We review your details and confirm fit for a co-branded policyholder rollout.
Step 3
Your branded policyholder portal is configured and enrollment materials are prepared.
Step 4
You invite policyholders, and your brand stays present in their family life year-round.
Trust & privacy
Built for sensitive family and estate data.
Policyholders trust your carrier with their family's future. KinWell is built to honor that trust, with strong encryption, scoped access, and privacy-first defaults at every layer.
End-to-end encryption
Policyholder data is encrypted at rest and in transit, with privacy-first defaults across the platform.
Role-based access
Policyholders control who in their family sees what, with scoped, audited access by default.
Policyholders own their data
Members keep their family data and can continue independently even if their policy changes.
Enterprise governance
Built to meet enterprise data governance and compliance requirements carriers expect.
Frequently asked
Questions carriers ask before partnering.
How do insurance carriers offer KinWell to policyholders?
Carriers offer KinWell as a value-add benefit alongside their policies. Policyholders and their households get estate planning tools, beneficiary tracking, memorial pages, and probate guidance under your brand. Enrollment is privacy-safe and most carriers go live within a few weeks.
Does KinWell integrate with our policy or claims systems?
No integration is required. KinWell is a value-add benefit policyholders enroll in directly, so there is no connection to your policy administration or claims systems and no personally identifiable policyholder data flows to KinWell from your systems.
How does offering KinWell reduce policy lapse?
A benefit policyholders use throughout the year keeps your brand present beyond the annual premium notice. Carriers that offer KinWell see higher policyholder satisfaction and stronger engagement, which supports retention and lower lapse rates.
Is policyholder data secure?
KinWell uses end-to-end encryption, role-based family access controls, and a privacy-first architecture. Policyholders own their own data, and the platform is built to meet enterprise data governance and compliance requirements.
Can we co-brand the experience?
Yes. Carrier partners receive a co-branded policyholder portal so members see your brand throughout the experience. Our team handles setup, onboarding, and launch materials.
Make your policy the one families keep.
Offer KinWell as a co-branded value-add and stay present in your policyholders' lives long before a claim is ever filed. Apply below and our team will design the rollout with you.
Become a partner