preneed sales software

3 Features to Look for in Preneed Contract Sales Software

Have you ever written a preneed contract with software that was difficult to use?

It’s frustrating to fill out a contract only to discover a mistake. Or maybe you need timesaving tools and get a platform that is nothing more than a calculator and a digital file for paperwork.

While the software may get the job done, it’s not intuitive, doesn’t save you time on data entry, and doesn’t speed up your process.

You deserve a better solution.

To best serve families and keep your preneed program efficient, you need software that is simple to use, helps save you time, and keeps you organized.

That way, you can turn a frustrating process into a streamlined, stress-free experience for you and the families you serve.

Keep reading to discover 3 features you should look for in preneed contract sales software.

1. Ease of use

The first feature to look for in preneed contract sales software is its ease of use.

Struggling with clunky systems that slow you down or cause errors in preneed contracts can leave you feeling frustrated. And when your software isn’t intuitive or efficient, it wastes valuable time that could be spent serving families.

You shouldn’t have to wrestle with your tools to get the job done.

Your contract software should guide you through every section of the contract, ensure you don’t miss a thing, and help you get forms signed faster.

The software should also be easy for families to use, regardless of their technical abilities. It should allow you to collect signatures and finalize contracts, even with a family across the country or on the go.

Plus, with user-friendly software, training new staff members becomes more manageable. Instead of spending hours teaching team members how to navigate complex systems, they can jump right in.

2. Accuracy

The second feature to consider is how the software helps you reduce errors when writing a preneed contract.

When the software you rely on doesn’t ensure precise calculations or catch missing information, it puts your entire process at risk. But there’s so much to keep up with, from compliance to calculations.

You need preneed contract software that gets it right every time.

You deserve software that will help you ensure compliance with preneed contract writing, automate calculations, and flag missing information. Your software should also reduce errors and improve overall efficiency. No more double-checking calculations or worrying about missing information!

When you’re using the right software, you’ll have peace of mind, knowing your contracts are correct from start to finish.

3. Professionalism

You want every interaction with families to reflect care and professionalism, but that’s difficult if your software isn’t keeping up. You don’t want to be trying to troubleshoot when you’re explaining payment plans or asking for signatures.

There’s a better way.

Sleek software can help you appear more professional and confident in front of families. By turning piles of paper into digital documents, you’ll save on paper and desk space and, more importantly, time.

With organized, efficient software, every interaction becomes smoother, and you become more confident, allowing you to deliver the level of care that builds trust and strengthens relationships.

Why using the right contract software matters.

Preneed contract sales software can make all the difference in your preneed sales experience, but you need a platform that is easy to use, accurate, and professional. Plus, it should help you reduce errors and enhance your ability to serve families confidently.

You can get these benefits and more with DIGicon, our advanced preneed contract sales software. For over a decade, DIGicon has been continually updated and improved based on feedback from actual preneed sales professionals.

Jonathan Quier with Ludwick Funeral Homes and Cremation Care, Inc., shares his experience using DIGicon.

“FDL’s online preneed contract sales software, DIGicon, makes it easy to figure out payment plans and print off contracts for families. We can also see commissions and submit forms electronically – all things we didn’t have access to before FDL. That has made life for our staff a lot easier.

>>>Read more from Jonathan here!

Using new and up-to-date preneed contract software can help you avoid mistakes, save time, and stay organized. You’ll ensure a more efficient process for your funeral home and a better experience for the families you serve.

Watch the video below or click here to learn more about DIGicon.

To learn more about DIGicon, submit your request below, and a team member will be in touch with you soon.

Skip to content