Have you ever wished you and your families could get even more out of Planning Center?

Data shows that families are using Planning Center more than ever before. We found that acceptance rates increased by 46% in 2024 compared to 2023. In 2024, a total of 26,604 at-need families collaborated with funeral homes online in Passare. 🤯

But your preneed families have been missing out.

With our preneed integration with Funeral Directors Life and recent updates to Planning Center, helping preneed families plan their funerals just got easier. You can give your preneed families all the benefits of an online planning tool before their time of need comes.

Preneed families can now use Planning Center to:

• Review their preneed contract details

• Pay their monthly premiums online

• Use all of the existing Planning Center tools to plan their funeral or memorial service!

Preneed families deserve the same conveniences as at-need families. With this brand-new tool, your families can get all of the benefits of Planning Center before their time of need.

Here are 3 ways preneed in Planning Center helps you and your families. 👏

#1: Seamless data transfer

Don’t you just love typing in the same information over and over? Yeah, we didn’t think so. 😂

With our integration with Funeral Directors Life, the entire preneed process is more efficient!

The preneed case is automatically created and populated through the integration. When it comes time to change the preneed case to at-need, you can easily do so with just a few clicks.

Benefit for families:

Capturing vital information can be stressful when a loved one has passed away. The last thing families want to focus on is the logistical details.

Since this is a preneed situation, the loved one can be intentional about the information they share and take their time reviewing all of the necessary data points.

Then, when the time comes, the family members of the decedent are not left with as many tedious tasks because this box has already been checked off of their long to-do list.

Benefit for you:

The benefit for you is apparent – you won’t have to spend time on duplicate data entry. 👏

All information entered in Planning Center is automatically captured and populated in the preneed case.

Plus, you already have all of the necessary details gathered from the family once their time of need arises.

If you’ve been around long enough, you already know about this amazing benefit with our preneed integration. Our new preneed tool offers the same thing, but now families have access to a platform to plan their funeral.

#2: Thoughtful funeral planning

The benefits of preplanning are vast because the loved one is getting to make decisions.

This tool takes it up a notch by allowing so many service planning options when creating the preneed policy. Every planning feature offered on the at-need side of Planning Center can now be used on the preneed side.

Benefit for families:

We are offering the same convenience to the preneed policyholder, and they can play an intentional role in the planning process with your funeral home.

They can start by personalizing the obituary or using AI to write it, upload photos and files, and more. Plus, their progress is saved, and they can always go back in and edit their at-need wishes.

Benefit for you:

When the policyholders are part of the planning, you help them in a unique way while building trust because they’ll be able to work with your funeral home before their time of need.

You will also gain valuable insight into the policyholder's personality and wishes before they pass away, which can lead to a more thoughtful and personalized service.

#3: One user-friendly platform

It can get really confusing for you and for families to constantly switch between platforms depending on whether the family is preneed or at-need.

Now, you have one central place to collect all details, no matter their current need, making the experience better for everyone involved.

Benefit for families:

Preplanners deserve the same planning experience as your at-need families - with one user-friendly platform.

The platform is easy to navigate and has distinct payment and planning sections. Even if someone doesn’t use much technology, the platform is so user-friendly that they can easily make a payment or start planning.

Benefit for you:

Families will appreciate the ease of working in one platform, which benefits you because they’ll be more satisfied with the service you're providing.

Families will remember their experience with funeral planning. Having a cohesive, user-friendly platform allows for a more thoughtful and intentional experience.

Preneed just got so much better

It makes perfect sense to give your preneed customers the personalized planning options that your at-need families experience daily. Allowing this option in your funeral home also helps elevate your service and reach your different types of families.

Preneed in Planning Center is uniquely designed for policyholders, making sure their experience is thoughtful and customized.

Learn more about Preneed in Planning Center here!