An online solution for selling At-Need and Pre-Need Contracts remotely. Our remote sales tool is designed to allow your teams to work from home and continue to serve families during the COVID-19 crisis. Quick and easy to set up with your own fees, contract document and inventory, this is a day forward solution that can run alongside your existing record management system.
Start selling pre-need and at-need contracts online within 3-5 days of signing up. Short term contract for COVID-19 duration with no obligation to renew.
π Create pre-need and at-need contracts with your own fees, documents and inventory
β Accept down payments online and send receipts
βοΈ Upload electronically signed paperwork to store against each contract
π Export a daily, weekly, monthly report of all contract items sold
π©πΌβπ»Online support for users with 2-4 min response times
β Enable remote working and social distancing by being able to access on any device from anywhere
β Continue to generate pre-need sales revenue even when the cemetery is closed to visitors
β Easy to use, intuitive contract sales for use by multiple councillors at once
β Real-time central control of inventory to safeguard sales councillors double selling
β Quick set up/ day forward approach
β Can sit alongside your existing record keeping system