Ever feel like you are working out of at least 5 separate tabs?
Your website in one, printing software in another, answering service in a third, accounting tools in a fourth – and oh yeah, Passare is somewhere in the mix, too. 😵💫
You’re dealing with a bit of déjà vu, copying and pasting the same information over and over, hoping nothing gets missed.
What if all those tabs talked to each other and lived in one, central, convenient spot?
Think about how much time (and stress) that would save you…🤯
Instead of switching between different tabs and programs to get all the right information in the right place, you just enter it once, and your information auto-fills everywhere it needs to go. That’s what you get with software integrations!
Passare connects with 30+ tools you already know and love, so you can spend less time on manual data entry and more time serving families.
Take a look at the 9 different types of integrations Passare offers and how they can save you tons of time. 👇
Updating your website is likely one of the last things on your list, but it still needs to be done.
Passare’s website integrations allow you to cross “update the website” off your to-do list. Obituaries and case details entered in Passare go straight to your website. No extra clicks or last-minute scrambling to make sure everything is live.
It all happens in the background while you focus on serving families (and anything else on that never-ending to-do list).
If you’ve ever written a preneed policy, you know the drill: create the policy, then manually enter all the details into your case management software. Later, when the policyholder passes away, you do it all over again for the at-need case. It’s repetitive, time-consuming, and leaves plenty of room for mistakes.
Passare simplifies that process.
With our integrations with Funeral Directors Life and Precoa, every time you write a new preneed policy, a preneed case is created automatically in Passare. Even better, when it’s time to convert that policy to an at-need case, you can do it with just a few clicks.
Answering service
Being “on-call” means manning the phones at all hours, even after 5 PM, and creating new cases. This requires inputting data. And lots of it.
If only there were a better way to manage these calls…
Our integration with ASD (Answering Service for Directors) takes every call and creates a new case in Passare. Now you don’t have to answer late-night phone calls and enter new case details in the moment.
Printing memorial materials shouldn’t feel like a full-time job. But when you’re stuck copying names, dates, and service details from one system to another, it can eat up hours you don’t have.
With Passare, you can connect your favorite memorial printing tool and let the details sync without lifting a finger. No more copy-paste marathons. No more “Did I spell that right?” moments. Just smooth, accurate printing that’s ready when you are.
The best part? You’ll spend less time wrestling with paperwork and more time focusing on families.
Financial
If you’ve ever spent an afternoon buried in spreadsheets, you know the pain. Exporting data, double-checking numbers until you are cross-eyed, emailing files back and forth. It’s enough to make anyone dread the end of the month.
Passare takes that hassle off your plate.
With financial integrations, your data goes right to your accounting or tax partners. Say goodbye to manual exports. Just up-to-date information delivered without lifting a finger.
The result? Less time crunching numbers, and that’s a smart investment.
Video
Memorial videos are one of the most meaningful ways to celebrate a life, but creating them shouldn’t be a confusing hassle.
Passare’s integration with Tukios makes the process effortless. Upload photos once, manage everything in one place, and create beautiful, personalized videos without the back-and-forth with families.
Families love it because it’s easy. You’ll love it because it saves hours and builds trust.
Insurance assignments
Processing insurance assignments is necessary, but they’re typically not anyone’s favorite part of the job. Whether you handle them in-house or send policies to a funeral funding partner, the process usually involves gathering details, filling out forms, and chasing signatures. It’s slow, and it’s stressful.
Unless you use a life insurance assignment integration.
With our Claimcheck integration, you can pull information directly from Passare to pre-fill insurance assignment forms. Families can even sign everything in Planning Center, so there’s no back-and-forth with paperwork.
The result? A faster process, fewer errors, and one less thing to worry about.
Obituaries
Looking for your obituaries to reach more people, but don’t have the extra time to post to multiple websites?
Our integration with Legacy.com lets you enter the obituary once. After that, the obituary is available on one of the world's most visited memorial sites. Updates? Edits? They sync automatically, so you never have to chase down changes.
One entry, and your obituary is everywhere it needs to be, without the extra work.
Aftercare
Families often face a wave of emotions and practical challenges after the service, and staying connected matters.
With Passare’s aftercare integrations, you can make that follow-up simple. Once a case is closed, families are automatically enrolled in your aftercare program. Scheduled messages, grief resources, and even invitations to memorial events are sent out routinely.
These integrations help you extend your care for families long after the service.
By connecting Passare with the tools you already use, you’ll save hours every week, cut down on errors, and make life easier for your team and the families you serve.
Want to dig deeper into why integrations matter? Check out this blog.
Ready to simplify your workflow? Explore all our integrations and start saving time today.