Phone consultation appointments
Advance funeral planners can now connect with families over the phone and through
video
conferencing software, delivering presentations optimized for remote appointments.
Digital sales kits
Personalized for your funeral home so that planners can present essential forms along with
detailed service and merchandise options, digital sales kits are designed to be effective for phone
appointments whether or not planners are able to share their screens.
Remote signing
We worked closely with our insurance partners to develop a voice authorization process so that
planners and families can literally stay on the same page. No need for families to switch devices
or interrupt the momentum of the presentation to fund policies.
The very best training
Drawing from what we have learned from remote appointments taking place across the country, our
field managers provide the guidance and personalized coaching to help advance funeral planners
improve and refine their talents.
Fully integrated remote preneed
ProActive Preneed® was crafted to be a complete preneed solution. With Remote
Preneed
integrated
into our model, everything works together—carefully managed marketing, a sensitive sales approach,
and the highest quality experience for families who express a desire to preplan.