Pre-release pre-need software for funeral home agents
Know exactly who to follow up with today
After each call, meeting, or seminar, speak or type a quick note. Preneed Pilot turns it into organized lead history, a clear next step, and personalized words to use.
Built for pre-need agents who need less software work and more daily clarity. Capture what happened naturally, then open the system to see which families, leads, and unfunded plans need attention next, with a call script, email, or letter draft ready to review.
Used in seconds, at the moments already in your day.
- Speak or type naturally
- No forms to manage
- Clear next steps
- Draft what to say
- More funded plans
Preneed Pilot organizes the lead
You see who needs attention today
Here’s how it’s used
A simple daily rhythm for pre-need follow-up.
The agent does the same work they already do. Preneed Pilot makes each next step visible and helps draft the outreach, so fewer leads get lost between conversations.
Step 1
Capture: no forms. Just say what happened.
After a call, meeting, walk-in, aftercare conversation, or seminar, the agent adds a short plain-language note while the details are fresh.
- Speak or type on phone or computer.
- No rigid intake screen to complete.
- No need to reconstruct the conversation later.
“Call-in from Susan. Has questions about cremation pricing. Follow up Thursday afternoon.”
Saved from voice
Step 2
Organize: lead details, family roles, concerns, and history stay together.
Preneed Pilot turns the note into a usable lead record, so the opportunity does not depend on memory, paper notes, or a spreadsheet.
- Who the lead is and where they came from.
- What they asked about or objected to.
- Who is deciding, who is paying, and who the plan is for.
Lead profile
Susan Keller
Warm lead
SourceCall-in
InterestCremation
ConcernPricing
Next stepCall Thursday
Last note: Asked about payment options and wants a callback after work.
Step 3
Prioritize: start the day with the leads that need attention.
Instead of searching through notes, the agent sees who needs a call, appointment, paperwork check, or follow-up before interest cools.
- Fewer forgotten follow-ups.
- Better timing with warm leads.
- Less guessing about what matters today.
Today
5 next actions
- Call Susan K.Follow up on cremation pricing
- Set Wallace appointmentSeminar lead, interested in burial
- Check Robert M.Policy paperwork pending
- Review Betty C.No contact in six months
Step 4
Follow through: move more leads toward funded plans.
Pre-need rarely closes in one touch. Preneed Pilot keeps the path visible from first interest to appointment, paperwork, payment, and funding.
- More leads moved toward funded plans.
- Stalled opportunities brought back into view.
- One additional funded pre-need plan per month can more than justify the cost.
Initial contact
Appointment set
Paperwork in progress
Payment and funding
AI-generated outreach
When the system recommends a follow-up, it also helps with the words.
Preneed Pilot uses the lead history, client notes, concerns, source, stage, and next action to draft outreach that fits the situation.
The agent reviews, edits, and decides what is said or sent.
Recommended next outreach
Susan asked about cremation pricing and payment options.
Recommended: follow up Thursday afternoon with a calm pricing conversation.
- Call script for the next conversation
- Email draft summarizing the options
- Letter draft for a family follow-up
Personalized from the notes
The draft can reflect what the family asked about, who is involved, what concern came up, and where the lead is in the pre-need process.
Preneed Pilot does not send the message for the agent. It prepares a practical starting point so the agent can communicate with context.
Here’s how it helps
Less remembering. Better follow-through. More funded plans.
The point is not another system to maintain. The point is making sure good opportunities keep moving after the first conversation, with clear context and useful outreach drafts ready when it is time to reconnect.
Keep calls, meetings, family details, concerns, and prior notes in one place.
See who needs attention today and get a personalized starting point for what to say next.
Move more leads from interest to appointment, paperwork, payment, and funded plan.
Real pre-need moments
How it fits the leads agents already handle.
Every lead starts differently. The workflow stays the same: capture the moment, keep the context, make the next action visible, and draft outreach around the details.
Learn how Preneed Pilot works.
Need to talk about your funeral home or team? Contact us.
Reach back out while interest is still warm
You meet a couple at a seminar, add a quick note afterward, and the follow-up stays visible instead of disappearing after the event.
Keep pricing questions from going quiet
Someone calls with cremation or burial questions. Preneed Pilot keeps the lead active and shows when the next call should happen.
Protect delayed interest
A family expresses interest weeks after a service. The note, relationship, and next touchpoint stay connected.
Bring stalled paperwork back into view
A family is close, but paperwork or payment is still pending. Preneed Pilot keeps that opportunity from sitting unnoticed.
Built for pre-need
Real families rarely fit a generic sales record.
Pre-need sales often involve several people, different decision makers, and a plan that is not always for the person paying.
Track who the plan is for, who is deciding, and who needs contact next.
For the agent
Plain-language capture, organized lead history, a daily list of next actions, and personalized drafts for calls, emails, and letters.
For the funeral home
Clearer visibility into open leads, unfunded plans, and opportunities that need attention.
For families
Better follow-through from an agent who has the prior conversation, concern, next step, and recommended wording in front of them.
Built by a pre-need agent who grew an annual program from $350,000 to $850,000 in one year.
Pricing
A practical investment in moving leads forward and funding more plans.
Pricing is structured for individual agents, growing teams, and professional pre-need operations. One additional funded pre-need plan per month can more than justify the cost.
The point is not another system to manage. The point is fewer missed opportunities and more funded plans.
Questions before joining the waitlist? Contact us.
Most individual agents start here
Agent
$89 / month
For individual pre-need agents (with staff support)
- 1 full agent account
- Up to 3 staff users with limited access
- AI note capture by text or voice
- Automatic next-step and task creation
- Daily action dashboard
- Lead and client tracking
- AI-generated call scripts, emails, and letters
- Basic pipeline insights
Built for agents who want simple capture and clearer daily action.
Team
$279 / month
Up to 5 agents plus staff
- Everything in Agent
- Shared workspace
- Lead ownership and assignment
- Team visibility
- Prevention of duplicate outreach
For teams that need shared visibility without creating confusion.
Professional
$449 / month
For higher-volume pre-need operations
- Everything in Team
- Advanced pipeline insights
- Enhanced next-action intelligence
- Priority processing
- Custom sales workflow tuning
- Priority support
For operations that want tighter process and deeper visibility.
FAQ
Common questions about Preneed Pilot.
Short answers for pre-need agents, funeral homes, and teams comparing pre-need software, pre-need CRM tools, and funeral home lead tracking.
What is Preneed Pilot?
Preneed Pilot is pre-need software for funeral home agents and teams. It helps capture notes by voice or text, organize leads and clients, and show what needs to be done today.
How do agents use it during the day?
After a call, meeting, email, seminar, inbound inquiry, or client update, the agent speaks or types what happened. Preneed Pilot organizes it, lays out the next step, and can draft personalized outreach for review.
Can I use it on my phone or computer?
Yes. Preneed Pilot is designed for phone or computer use, so agents can capture updates wherever they are working.
How does it help sell more pre-need?
It shows which leads need attention, which opportunities have gone quiet, what action should happen next, and what the agent could say, helping more leads move toward funded pre-need plans.
Does it send emails and texts?
No. Preneed Pilot can draft personalized call scripts, emails, and letters from client notes and lead history, but the agent stays in control of what is said, sent, and when.
Who is Preneed Pilot for?
It is for individual pre-need agents, funeral homes, sales managers, and teams that need clearer lead tracking and daily action.
Early access
Be first to turn more leads into funded plans
Join the list for early access, launch announcements, and product updates. Get notified when Preneed Pilot is ready for pre-need agents and funeral home teams.
Need to ask about fit first? Contact us.