You've never seen a preneed experience like this.

Prelude’s all-in-one preneed sales platform is designed to help agents close in just one meeting — and get higher commissions than ever before.

Get A Demo

Streamline sales. Grow plans. Maximize commissions.

80%

Close-in-one meeting rate

10%

Higher average face value of policy

20%

Average commission for Prelude users

75%

Higher commission versus traditional planning

Ace the session, every time.

In one 60 minute meeting, create an emotional connection and help families get into the planning and buying mindset.

Guided in-person planning that personalizes funeral experiences

  • The right questions asked in the right way at the right time
  • Anchors people in their ‘why’ and ‘who it’s for’ to drive tailored recommendations
  • Personalized funeral suggestions based on vision and goals

Streamlined sales technology completes everything in one meeting

  • Eliminates clunky paperwork and paper catalogs
  • Suggests personalized plans that are easily editable
  • Finalize and pay without delay – no back and forth after a session

Transform plans into meaningful gifts families truly understand

  • Automatically generates a clear heartfelt letter of the planner’s wishes and details
  • Results in significantly higher close rates
  • Planners share the letter with their family, driving referrals

Simplify the money conversation and close on the spot

  • No more spreadsheets: auto-generate payment options during the session
  • Offer the most competitive packages available with flexible payment options
  • Start payment on the spot, either in-full or first payment

Leave with 100% of the information that you need

  • Automatically gathers inputs for all underwriting paperwork
  • Looks for and flags any errors ahead of submitting to insurance
  • Eliminate the time consuming back & forth with the insurance company

Do the math on your business.

Higher commissions + bigger policies + faster closes

Agents trust Prelude to deliver.

Offer better planning experiences and packages to your families. Grow your business and own your success.

"The satisfaction scores speak for themselves. I've had families come in tense and leave grateful. One client told me, 'I've been putting this off for years because I thought it would be depressing, but this was actually a positive experience.' That's the difference."

Sarah K.

Preneed Planning Specialist

"After 8 years in preneed sales, Prelude has completely transformed how I work with families. The guided planning approach helps me ask the right questions that get to the heart of what matters to them. I'm connecting better with clients while doing less typing and paperwork. Last month, I closed 40% more policies than my previous best month."

Michael S.

Preneed Agent

"Bottom line? I'm making more money while providing a better service. My policies are larger, my closes are faster, and my clients are happier. This is the tool every preneed agent needs."

James W.

Senior Preneed Advisor

"The streamlined technology in Prelude is a game-changer. No more juggling paper catalogs or awkward pauses while I shuffle through forms. Everything happens in one meeting, and families appreciate how smooth the process is. I've had three different families tell me they were dreading the conversation but ended up finding it meaningful."

Jennifer T.

Funeral Preplanning Specialist

"That personalized letter feature is pure gold. When clients see their wishes articulated so beautifully, it creates this emotional moment where they truly understand the gift they're giving their family. I've had clients call me in tears after sharing the letter with their children."

Robert L.

Senior Preneed Counselor

"I used to spend hours on paperwork after client meetings, and there was always something missing that required follow-up. Prelude captures everything I need the first time, and the error-flagging feature has saved me countless hours of back-and-forth with insurance companies. I can focus on meeting with more families instead of chasing paperwork."

Thomas B.

Preneed Agent

Start selling in 48 hours.

Sign up

Reach out to our team, and we’ll email over the initial (lightweight) paperwork.

01

Onboard

Get the General Price List (GPL) from your Funeral Home(s) partners, and share with the Prelude team to integrate.

02

Authorize

Prelude sends funeral home partners an authorization form to sign.

03

Sell & Earn

Start selling with Prelude and get paid as soon as you close your first sale.

04