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 in Touch

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

More policies. Bigger plans. Better tools.

If you’re serious about growth, this is your platform.

Solo Agent

Perfect for independent agents building their preneed book.

$49
/ month
Contact Sales

Earn an average of 24% commission

What's included:

Prelude Software

AI Letter Generator

GPL Integration

Plan Customization

Premium Calculator

Electronic Signing

Pro Agent

Ideal for producers ready to scale and close more, faster.

$99
/ month
Contact Sales

Earn an average of 28% commission

Everything in Solo Agent, plus:

Higher commissions

Priority onboarding & support

Enhance analytics & reporting

Growth Team

Built for agencies or teams ready to dominate preneed.

$250
/ month + 49 Per license
Contact Sales

Earn an average of 31% commission

Everything in Pro Agent, plus:

Multi-user dashboard

Centralized tracking & reporting

Custom onboarding support

Dedicated success manager

Ready to see our preneed commission schedule?

Enter your name and email and we'll send info directly to your inbox!

Thanks so much! Our team will be in touch shortly.
It’s simple and fast to start providing the best in pre-planning and preneed:
STEP 1

Demo

We’ll show you our software and determine if this is the right fit for your preneed business.

STEP 2

Onboard

Our simple onboarding process gets you and your team up to speed in no time.

STEP 3

Sell

Anyone on your staff can start using Prelude to facilitate successful preneed appointments.

Oops! Something went wrong while submitting the form.

Ready to see our preneed commission schedule?

Enter your name and email and we'll send info directly to your inbox!

Thanks so much! Our team will be in touch shortly.
It’s simple and fast to start providing the best in pre-planning and preneed:
STEP 1

Demo

We’ll show you our software and determine if this is the right fit for your preneed business.

STEP 2

Onboard

Our simple onboarding process gets you and your team up to speed in no time.

STEP 3

Sell

Anyone on your staff can start using Prelude to facilitate successful preneed appointments.

Oops! Something went wrong while submitting the form.

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

You’re 4 steps away from growing your preneed business.

Sign up

We’ll send a simple onboarding form to get started.

01

Onboard

Share the GPL from your funeral home partners—Prelude does the rest.

02

Authorize

Your partner funeral home signs a quick authorization form.

03

Sell & Earn

Begin using Prelude. Get paid as soon as your first sale is completed.

04

Typically, you can start earning more with Prelude in only 48 hours.