Pre-Planners
simple, intuitive, effective
Closure Path provides pre-planners and pre-need agents with an opportunity to increase their pre-need sales while delivering more value to families. Offering a comprehensive estate closure process will ensure that you are in front of more high quality pre-need prospects every week.
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We are seeking pre-planners nationwide to start leveraging our proprietary estate closure software. We provide full training and support every step of the way with this easy-to-use online solution. The choice is yours whether you will charge for this service or provide it as a complimentary value add-on.
Standard Package
Basic License
Our Standard Package is most popular amongst funeral homes simply wanting to add value for their families. Your basic website, data input forms and Personal Path documentation will feature your logo, color scheme, contact information and more.
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Standard Package Includes:
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Branded Website
Branded Input Form
Branded Output Forms (Digital)
Branded Brochure
Dedicated IT Support
Unlimited Families
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Professional Package
Fully Customized Solution
Changing the way families handle the estate closure process from start-to-finish.
Our Professional Package delivers a fully customized solution for funeral homes looking to maximize engagement with families and drive additional revenues. Fully customized solutions are available with customized page views, data input fields, output forms, data integration and more.
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Professional Package Includes:
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Customized Website + Site Integration
Customized Input Form + Data Fields
Customized Output Forms (Digital + Print)
Customized Brochure
Data Integration + Automated Workflows
Premium IT Support + Hotline
Unlimited Families
Tracking + Real Time Monitoring
Multiple Family Member Login
Pre-Planning Integration Forms
Grief Support Communications
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