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COVID-19 Remote Contract Management 

 

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.

 

Features:

πŸ“‘ Create pre-need and at-need contracts with your own fees, documents and inventory

βœ… Accept down payments online and send receipts

✍️ Upload electronically signed paperwork to store against each contract

πŸ“† Export a daily, weekly, monthly report of all contract items sold

πŸ‘©πŸΌβ€πŸ’»Online support for users with 2-4 min response times

COVID-19 Remote Contract Management
COVID-19

Benefits:

βœ… Enable remote working and social distancing by being able to access on any device from anywhere

βœ… Continue to generate pre-need sales revenue even when the cemetery is closed to visitors

βœ… Easy to use, intuitive contract sales for use by multiple councillors at once

βœ… Real-time central control of inventory to safeguard sales councillors double selling

βœ… Quick set up/ day forward approach

βœ… Can sit alongside your existing record keeping system

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