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How families submit prearrangement information to your funeral home
How families submit prearrangement information to your funeral home

How Pre-Need Cases are created by your families

Will Chang avatar
Written by Will Chang
Updated over 6 months ago

From the informational emails you send to your Shoppers, your families will be able to choose the services they want.

The pre-planner will let you know that they are pre-planning for the future.

From the informational emails you send to your Shoppers or your website, your families will be able to choose the services they want.

They will be able to select a service package.

The shopper can choose if they are pre-planning for themselves or a loved one.

We will not ask for payment. The pre-planner will submit their contact information and the service they want. We’ll automatically create a pre-need case in your dashboard and you’ll be notified immediately.

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