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The Top 5 Reasons to be Grateful for Funeral Home Technology

November 19, 2020

Feature image of The Top 5 Reasons to be Grateful for Funeral Home Technology

By Josh McQueen, Vice President of Product 

For a year that caused so much disruption in the industry, 2020 was also a year of growth, change, and promise for the future. Funeral home staff had to adapt to virtual meetings, arrangements, and funeral services, but they also improvised with drive-through viewings and online collaboration.  

Funeral home staff and families also experienced an increase and reliance on technology. Livestreams had to replace traditional services (due to regulations enforcing smaller group sizes), and funeral directors had to collaborate with families online since people experienced travel restrictions.  

Though technology can never replace face-to-face interactions with families, funeral homehave shown that they can still personalize services and create meaningful tributes with their families from anywhere. In the spirit of Thanksgiving, here are the top 5 reasons to be grateful for funeral home technology!  

1. Staying organized and efficient when things get busy 

Funeral homes have been busy this year, but they’ve been able to stay organized with case management software. Having the ability to upload documents and manage cases from anywhere has helped funeral directors stay on top of each individual case. Not only that, Passare users can use the app for decedent tracking and monitor the process from start to finishAnd if funeral directors are short on time, they can use CLAIMCHECK to submit life insurance assignments and provide financial peace of mind for families.  

2. Connecting with families from anywhere.  

The beauty of funeral home software is that funeral home staff can connect with families that are quarantined, at high risk, or unable to travel. When a family can’t come in right awaythe Collaboration Center allows staff to connect with families and make them part of the funeral planning process. With the Collaboration Center, families can write the obituary together, upload photos, submit important documents, and so much more. Even if family members can’t all meet at once, the Collaboration Center grants them the freedom and opportunity to contribute and work with staff from anywhere (as long as they have an internet connection!)  

3. Communicating remotely with each other

Some funeral home staff members have had to work remotely due to the pandemic, but they’ve still been able to keep in contact with one another. In Passare, users can write, read, and leave notes to each other about specific cases, receive notifications directly to their device whenever they’re tagged in a note in Passare, and manage electronic checklists for individual cases. Funeral directors can ensure every T is crossed and every I is dotted, even when staff members are spread out across town (or social distancing in the funeral home). 

4. Saving time on data entry.  

Funeral homes can save a lot of time when their systems can all connect to each other. With Passare’s integrations, the information inputted in Passare auto-populates across other connected systems in the funeral home, from forms to memorial printing, to the funeral home’s website, and moreNo longer do funeral directors have to type information multiple times, increasing the probability of an error to occur. And if an error is found, a quick edit fixes the issue across all systems. 

5. Accessing information from anywhere. 

When a software is app-based, staff members have to go into the funeral home to look up information, even if you are already at home with your family. If funeral home software is cloud-based, like Passare, users can access case information, reports, contacts, and business tools from anywhere. That means that if you get a call about a case just as you are sitting down to your Thanksgiving meal, you don’t have to leave the table. Simply look up that information on your phone and get the answers you need.  

BONUS: Processing payments from anywhere. 

OK, I have to share one more reason to be thankful this season: easy payment processing. However the family chooses to pay for the funeral or memorial service, technology gives you ways to accept that payment remotely, without needing to go into the funeral home to process it. Passare users have four options to collect payments. They can: 

  • Accept an electronic check payment from the family 
  • Use the CLAIMCHECK integration to process life insurance assignments and receive payment within days  
  • Submit a claim on a Funeral Directors Life preneed policy  
  • Process credit card payments remotely through Passare 

A Final Bit of Gratitude 

Like I said at the beginning, 2020 has been a year of challenge and change, growth and gratitude. Funeral professionals learned to adapt in difficult situations, used technology they may never have used before, and relied on one another when things grew difficult. That’s why we’d like to thank funeral professionals for doing what they do best: serving families, no matter the circumstance.  

Thank you for all that you do. 

 

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