More time
with families.
The AI team that quietly handles insurance assignments, VA forms, obituary drafts, family intake, aftercare, and the non-at-need calls currently pulling staff away from the families you're already serving. At-need first calls always reach a licensed director — no exceptions.
Built with directors, for directors.
Independently-owned funeral homes are competing with corporate-owned operations on operational quality. We give your team the back-office leverage to win that competition without losing what makes the business yours.
More time with families
A typical 200-services-per-year funeral home reclaims 1,200–1,600 hours of director and staff time annually across paperwork and intake.
Built with directors
House-style trained on your obituaries. Workflows mapped to your operation. Quality reviewed weekly during the first 60 days post-launch.
HIPAA-aligned handling
Per-tenant data segregation, encryption in transit and at rest, no cross-client model training. BAA-ready posture from day one.
Six workflows. Quietly handled.
Take the components that fit your operation. Most funeral homes start with insurance and obituaries, add aftercare and intake as the time savings compound, and bring voice on once they've seen how we operate.
Insurance Assignment & Benefits
Every life-insurance-funded service requires assignment paperwork, carrier filings, and reconciliation. We handle it end-to-end so funds land faster and your office manager isn't on hold for hours.
- Document intelligence parses policies from 50+ carriers
- Auto-generated assignment forms, pre-filled and ready to sign
- Status tracking from filing through carrier payment
- Coverage flags surfaced before the family is asked to sign
- Reconciliation back to your accounting system
AI-Assisted Obituary Drafting
Families can't write obituaries while grieving. We learn your funeral home's house style from your past obituaries, then draft on demand from a guided family intake — so directors edit instead of starting from a blank page.
- House-style trained on 20–50 of your historical obituaries
- Family intake form completes in 5–10 minutes
- Tone tuning: traditional, celebratory, brief, detailed
- Collaborative editor for director and family review
- Export to newspaper, bulletin, website, and memorial page formats
VA Burial Benefits Automation
Veteran services involve forms, DD-214 lookups, and benefits the family is entitled to that often go unclaimed. We populate VA Form 21P-530 and surface every benefit so nothing is left on the table.
- VA Form 21P-530 auto-populated from intake data
- DD-214 service record handling and verification
- Plot allowance, headstone, and memorial certificate prompts
- Military honors and presidential certificate workflows
- Complete benefits package ready for director countersignature
Service Planning Intake
The arrangement conference should be about presence, not paperwork. Families pre-complete what they can — life history, photos, contact lists — so directors walk in with the data already in hand.
- White-labeled intake under your domain
- Mobile-first, accessibility-first for elderly users
- Pre-populated arrangement conference dossier
- Photo and memorial video asset collection
- Direct sync into Passare, SRS, CFS, or FrontRunner
Aftercare & Pre-Need Nurture
Every director knows aftercare matters and almost no one does it consistently. We run the 30/60/90/365-day check-ins, holiday and anniversary acknowledgments, and pre-need follow-up — in your voice, with your review.
- 30/60/90-day and 1-year family check-ins
- First holiday and anniversary acknowledgments
- Pre-need lead nurture sequences
- Aftercare survey and review-request integration
- Every touch generated in your voice; director reviews before send
Intelligent Call Triage & Pre-Need Capture
Most of the calls a funeral home receives aren't at-need — they're pre-need inquiries, general info, vendor coordination. They currently pull staff away from the families you're already serving. Our voice agent handles those, captures pre-need leads while they're warm, and aggressively transfers anything that might be at-need to a licensed director.
- After-hours and overflow coverage; never replaces business-hours staff
- At-need calls transferred to on-call director immediately — no scripted comfort, no information capture
- Pre-need inquiries qualified and booked while the caller is still on the line
- Pre-flagged contacts (hospice, hospitals, regular families) bypass the agent entirely
- Custom voice trained to match your funeral home's tone and cadence
- Weekly call sampling and tuning during the first 60 days
Most of your calls aren't at-need.
Roughly 65–80% of inbound is pre-need, general info, vendor coordination, or logistics. After hours, those calls go to voicemail — and a pre-need lead at 8pm Saturday is gone by Monday morning. Voice triage handles them. At-need calls never touch the agent.
A pre-need lead caught at 8pm Saturday is worth $8K–$15K in eventual service revenue.
Most independent funeral homes lose pre-need callers because nobody's at the desk when retirees decide to call. The agent qualifies the lead, books a consultation with a licensed counselor, and drops a clean record into your CRM with full call context.
We don't replace your case management.
We make it work harder. Your case management platform stays. Our automation layer connects to it through APIs, file workflows, or both — whichever fits.
- Passare — the priority integration partner
- SRS Computing — direct workflow integration
- CFS (Halcyon, CRäKN) — file and API workflows
- FrontRunner Professional — complementary to pre-need
- Existing accounting and payment systems
- State death-certificate filing systems
What directors actually see.
Time saved is measured per service and reported monthly. The figures below are the ones we hold ourselves to in the first 90 days post-launch.
- 2–4 hours saved per service on insurance assignment paperwork
- 30–60 minutes saved per obituary, drafted in your house style
- 1–2 hours saved per veteran service on VA benefits
- Arrangement conferences focused on the family, not the form
- Consistent aftercare across every family you serve
- Pre-need inquiries captured and booked, not lost to voicemail at 8pm Saturday
- 1–2 additional pre-need plans signed per month from calls that would have been missed
What we won't do.
The funeral profession has standards for a reason. We respect them. Some things stay with the licensed director, and that's not a limitation — it's the whole point.
We do not answer at-need calls. The first call from a grieving family is professional work, and it stays that way. Anything that even hints at a recent death routes to your on-call director immediately — no questions, no information capture, no scripted comfort.
We do not run arrangement conferences. AI cannot replace the director across the table from a family.
We do not replace your staff. Every workflow is augmentation — your team, with the paperwork quietly handled in the background.
We do not engage in pre-need sales or money handling. The voice agent captures interest and books a consultation — licensed counselors handle planning and contracts, in person, on your schedule.
The line that's never crossed.
A funeral director who watches the agent handle an at-need test scenario cleanly will trust the rest of the system. A director who watches it fumble — even once, even subtly — won't, and shouldn't.
These are the hard rules. They run at the speech-recognition layer, not just at intent detection. The agent is biased toward false-positive escalation in every ambiguous case. We tune toward paranoia.
- 01Any indication of recent death"My father just passed." "We just lost him." "The nursing home called."Immediate transfer to on-call director.
- 02Active or imminent dying"Hospice says it's hours." "Doctor said today."Immediate transfer.
- 03Caller in acute distressDetected via tone, content, pacing.Immediate transfer — even if call type is unclear.
- 04Caller asks for a human"Can I just talk to someone?"Immediate transfer. No friction.
- 05Reference to a service in progress"The visitation tonight." "The Smith service tomorrow."Immediate transfer to protect the family of record.
- 06Pre-flagged contact numberHospice partners, hospitals, doctors, repeat families.Bypass the agent entirely.
- 07Anything ambiguousConfidence below threshold within 20 seconds.Default to a human, every time.
Less paperwork. More presence.
A free, no-pressure conversation. We'll walk through your operation, identify the two or three workflows where AI saves the most director time, and show you what it looks like — with your actual documents.