Increase completed pre-need contracts without changing your existing system.
What you get
Six features, fully built and hosted by us. Just add a link to your site.
Guided planning
Instead of one long form, families click through a guided experience, choosing services, personalizing their plan, and seeing options laid out simply. We host the planner, you just link to it.
What type of service are you considering?
What we do
Most funeral home websites have a basic contact form for pre-planning. Families land on it, feel overwhelmed, and leave. Here's what changes with PrePlan Portal.
We host the planner. You just add a link to your site. Everything is fully managed.
Revenue Visibility
The dashboard shows every visitor, every submission, and every abandoned plan that was brought back. No guessing. No manual reporting.
Abandonment Recovery
Families who leave mid-plan are automatically followed up. Most come back.
Submission-to-Contract Rate
See exactly where drop-off happens, and watch it close over time.
Real Pre-Need Revenue Value
Every contract represents real dollars, not just a form submission.
Why It Converts
Step-by-step planning instead of one overwhelming form.
Pre-need decisions are emotionally complex. Breaking them into clear, compassionate steps reduces friction and keeps families moving forward.
Hi, you started your pre-plan with Evergreen Funeral Home yesterday. Would you like to continue?
Yes, I'd like to finish.
Follow-up built in. Abandoned plans come back.
When a family leaves mid-plan, the system reaches out on your behalf. You never lose a lead because someone got interrupted.
See real pre-need value from your website.
Traffic means nothing without contracts. The dashboard translates every visitor into either a completed plan or a recovery opportunity.
The ROI
One additional contract per month covers PrePlan Portal for 8 months.
Get Started
Enter your work email. We'll show you exactly what it looks like for your funeral home.
No long forms. No fluff. Revenue marketing only.