Every abandoned pre-plan page is a lost contract. PrePlan Portal converts website visitors into completed pre-need plans through a guided experience, so families never leave without taking action.
A step-by-step, mobile-optimized planning flow we host for you. Just add a link to your site and families click through to explore options at their own pace.
Real-time pricing that updates as families build their plan. Transparent costs build trust and keep families engaged through completion.
Families can save their progress and return anytime. No starting over, no lost work. They pick up exactly where they left off.
When a family starts a plan but doesn't finish, the system automatically follows up with a personalized message and a link back to their saved plan.
Every completed plan flows directly into a scheduled consultation. Families book a time that works for them without a separate step.
Track visitors, submissions, completed contracts, and recovered plans in real time. See exactly what your pre-plan page earns you.
Three simple steps. We handle the setup, you get the contracts.
Visitor Arrives
A family visits your pre-plan page
Guided Planning Flow
Step-by-step experience with live pricing
Contract Completed
Family completes their pre-need plan
Funeral homes using PrePlan Portal convert 2–3x more website visitors into completed pre-need contracts. See how it works for your funeral home.
See your live demo