You're in the business of supporting families, not selling insurance. Now you can pre-plan like it.
Care for families like only you can and trust our one-of-a-kind pre-planning software to handle all the details.
Anyone in your funeral home can provide a consistent, compassionate planning appointment.
Bring and keep pre-planning in-house to build your brand and develop your staff instead of relying on third-party salespeople.
Intelligent personalization helps you and your team close in one meeting.
Lead family-focused appointments using software that replaces impersonal insurance speak with meaningful event planning, anchoring clients in their intentions.
AI-enabled tools create heartfelt expressions of final wishes that last far beyond the appointment.
Watch as details uncovered in conversation are woven into a heartfelt and detailed pre-plan letter that is a tangible and lasting vote of confidence in your funeral home and will be shared with generations to come.
Offer flexible payment options at competitive prices.
Competitive payment options are automatically generated within the pre-planning experience. Families can pay in full or start their payment plan with seamless check-out.
Rely on automated documentation to eliminate errors and rework.
With Prelude, all inputs are gathered, omissions filled in, and errors corrected before submitting for final underwriting. So there’s less paperwork upfront and less detective work when a claim is filed
Ready to see for yourself?
Reach out today!
We know how hard funeral directors work to take care of their families and keep their business running. We built Prelude to be a life-changing resource for funeral home directors, their teams and ultimately the families they serve.
Let’s talk about how we might partner with your funeral home to 10x the value your business and your families get from preneed.
