The Promise of Preneed

Discover a modern preneed planning tool designed to complement your relationship-driven business.

With Prelude, you can...

Realize the promise of preneed with thoughtful planning that pays off for everyone.

Let Prelude prompts & questions guide the planning experience.

Connect with clients through a simple, transparent planning process that empowers them to make informed decisions and gives them peace of mind.

Capture client’s wishes to reduce difficult decision-making.

With a detailed plan in place, you and your client’s loved ones can rest assured knowing the tough decisions have already been made.

Get detailed auto-documentation for thorough record-keeping.

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.

Bind and sell preneed policies with or without an agent.

Our clear, step-by-step design allows you to help clients secure a preneed policy with your preneed insurance agent or one of ours.

Bolster your brand with thoughtful marketing provided by Prelude.

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.

Prelude is live.

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.

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It Pays to Use Prelude

See more lucrative results from each preneed policy with higher face values, larger margins, and better growth rates. Plus, Prelude’s planning tool eliminates the need for intermediary agents that capture a large percentage of preneed policy earnings.

Free sales software and online planning tools with a 12-month agreement
Free training for funeral directors to better support clients in pre-planning
Free tech support to ensure a seamless experience

Cultivate relationships. Deliver the service you’re known for. Streamline the details. Earn more for your hard work. 

Getting set up with Prelude couldn’t be simpler.

We’ve streamlined the onboarding process for new funeral homes.


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.

Sign up for a demo

See how easy preneed can be.

Discover how our digital tool enhances the human element of preplanning and boosts your earnings.

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