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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Endear is a white-labeled platform connected via API that enables you to offer state-of-the-art benefits and programs without the technical complexities typically involved. Our adaptable onboarding process also equips members with the knowledge to fully utilize their plans. By collaborating with progressive Medicare Advantage plans, ACOs, and DCEs, Endear aims to enhance star ratings, streamline the onboarding journey, alleviate technological challenges, and stand out in a saturated marketplace. The Endear platform consolidates access for members, providing a centralized hub for all core and supplemental benefits, as well as various member tools, resources, and any third-party vendors you may be collaborating with. Our user-friendly interface, designed to reflect leading consumer brands, minimizes confusion and reinforces the trust your members place in their healthcare plans, ultimately fostering a more positive user experience. This comprehensive approach not only simplifies the process for users but also enhances their overall satisfaction with the services provided.

Description

SuccessionLabX is an innovative Advisor OS powered by AI, tailored specifically for wealth advisors, family offices, and estate planners, aiming to transform client concerns regarding succession into organized planning dialogues. This platform enhances the process of capturing leads and onboarding clients by utilizing a 30-question risk assessment that produces a score ranging from 0 to 3000, taking into account external, internal, and relational factors. Advisors are provided with credits to create in-depth succession reports that benefit from AI assistance, allowing for customization with their own branding elements such as logos, colors, and personalized welcome messages, all while managing client relationships seamlessly within a centralized CRM dashboard. It is particularly advantageous for independent planners and advisory teams that seek to offer valuable succession solutions and foster client trust without the need to develop a diagnostic framework from the ground up, ultimately empowering them to focus on what matters most—client relationships and strategic planning.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Attentive Yes 
Klaviyo Yes 
Pandium Yes 

Integrations

Attentive No 
Klaviyo No 
Pandium No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Endear Health

Country

United States

Website

www.endearhealth.com/platform

Vendor Details

Company Name

DragonVerse Media Inc

Founded

2025

Country

United States

Website

successionlabx.com

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Product Features

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