Picture this: You arrive at the funeral home on a typical morning and check your calendar to get a glimpse of your day.

Looks like you have 3 different arrangement meetings: one at 9:00 AM, another at noon, and the last one later in the afternoon.

Stress levels are high, but the possibility of letting any of these families down is not an option. You want every service to feel personal and meaningful, but coming up with one-of-a-kind ideas takes a lot of creative energy.

Maybe a well-organized sidekick could help make things easier… 😏

Introducing Passare’s new AI Assistant!

The new AI Assistant, built into Passare, uses case information to help you spark fresh ideas and create personalized, thoughtful services – without breaking a sweat. 👏

Here are the top 3 things to know about your new sidekick and why you should add AI Assistant to your team immediately. 👇

#1. One-of-a-kind service ideas

Planning the perfect service takes heart, time, and a whole lot of creativity. The more families you serve, the harder it is to keep details straight while consistently offering fresh ideas.

Passare’s AI Assistant can keep your details in line with specific cases. The tool is built right into your case management system, so you never have to leave the platform to get new ideas. Talk about convenience!

The AI Assistant helps you turn the information you already have, like family notes, preferences, and case details, into thoughtful, personalized service ideas.

It’s like having an extra set of hands (and a sharp memory) to help you stay organized, creative, and compassionate. No matter how packed your day is.

#2: Family information stays safe

Keeping case details secure matters.

You’re trusted with sensitive family information, and that data should never leave your case management software. But when you copy and paste case notes into an outside AI tool, you risk exposing private data.

Plus, other AI tools basically require you to overshare. And even then, the suggestions you get back are often generic or off the mark.

That’s why Passare’s AI Assistant is built right into the platform, and family information stays in one spot. 👏The tool works securely with the information already in the case, so you get personalized, thoughtful ideas without taking any risky moves.

It’s one less thing to worry about, so you can focus on serving families instead of managing tech risks.

#3: Built with sensitivity in mind

Your goal is to help families honor their loved ones in a way that brings comfort and healing.

No one understands that better than Dr. Alan Wolfelt, nationally respected grief expert, author, and a passionate advocate for meaningful, healing-centered services.

That’s why Passare’s AI Assistant was created using Dr. Wolfelt’s teachings as a foundation. It’s not just smart; it’s sensitive. Every suggestion AI Assistant offers is rooted in the principles that guide a truly personal and healing experience.

When you use AI Assistant, you can trust that the ideas you get align with what matters most: honoring the life that was lived and supporting the family in front of you.

Plus, with AI Assistant, you will see a list of suggested prompts. The questions are designed to spark meaningful answers and creative service ideas.

A few examples include:

• Summarize important details

• How can I encourage a meaningful service?

• What are some creative service ideas?

Select a prompt and chat with your assistant to turn case details into something really special.

Your creative sidekick awaits

Chances are your schedule will stay busy, and back-to-back arrangement meetings are unavoidable. But with the right tools, you can keep track of all your case details and focus on offering meaningful, one-of-a-kind ideas.

Because every family deserves a service that feels right, and you deserve tools that make that easier to deliver.

Get started by using AI Assistant today → https://support.passare.com/getting-started-with-passares-ai-assistant