You can use Prelude to conduct guided preneed funeral planning sessions and sell insurance policies in a single meeting. The system replaces paper catalogs and manual forms by presenting customizable funeral packages and calculating policy rates directly with families. It automatically generates personalized letters outlining the client's final wishes to share with their relatives. Prelude also integrates General Price Lists, captures underwriting details, checks paperwork for errors before sending, and collects digital signatures so agents can submit complete carrier applications without administrative delays.
What Prelude does
Pricing breakdown
Pricing model: Paid
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