Connect with clients through a simple, transparent planning process that empowers them to make informed decisions and gives them peace of mind.
With a detailed plan in place, you and your client’s loved ones can rest assured knowing the tough decisions have already been made.
The Prelude tool auto-generates documentation like plan pdfs and letters to ensure strong communication that keeps families aligned on their loved one’s wishes.
Our clear, step-by-step design allows you to help clients secure a preneed policy with your preneed insurance agent or one of ours.
Prelude runs targeted digital and direct marketing campaigns in your area to drive leads to your funeral home, so you can focus on taking care of your clients.
We’re looking for innovative funeral homes who want early access to Prelude. If you’re ready to join our cohort of Prelude partners, sign up to learn more about the benefits of taking part in our exclusive pilot launch.
We send you a dedicated iPad with the Prelude app preloaded and ready to go. Just turn it on and start planning.
Our customer success team loads all your offerings and pricing into the Prelude platform.
We train your team to use Prelude so you can provide preneed with or without third party agents.
We activate your branded marketing campaign so you can start putting Prelude to use with new clients.