About PrePlan Portal

We help funeral homes convert website visitors into completed pre-need contracts through guided planning experiences. No extra staff, no awkward selling.

The problem we set out to solve.

Funeral homes lose thousands in potential pre-need revenue every month from website visitors who leave without taking action. Whether the page is too complex, the form too long, or the family just isn't ready, when there's no guided experience, they move on.

We built PrePlan Portal to solve this. A guided, step-by-step planning experience we host for you. Funeral homes just link to it. It converts visitors into completed pre-need contracts that would otherwise be lost forever.

73%

of pre-need page visitors leave without completing a form

That's lost pre-need contracts. Families who were ready to plan but gave up on a confusing process. PrePlan Portal makes sure they don't.

What we stand for

Simplicity. We host the planner. You just add a link to your site. Live within 7 days, no code or technical skills needed.

Consistency. Every website visitor gets a guided, step-by-step planning experience so families never face an overwhelming form.

Results. 1–3 additional pre-need contracts per month. Funeral homes see ROI from the very first contract.

Privacy-First. We keep data handling simple and limited to what is needed to deliver the planning experience.

100+Funeral Homes Served

2-3xMore Completed Plans

7 daysSetup to Live

Ready to stop losing families to abandoned forms? Join funeral homes already converting more pre-need plans with PrePlan Portal.

See your live demo