One Tool That Simplifies Preneed Contract Writing
As a busy preneed professional, you don’t have time to waste with inefficient software when writing preneed contracts.
And why should you have to?
You deserve the easiest, simplest process possible. That means you need preneed contract sales software that ensures accuracy while saving time.
DIGicon® is the funeral profession’s most advanced preneed contract sales software designed with funeral professionals in mind. Watch the video below to learn more.
From simplifying how you meet with families to submitting finalized contracts with your phone, DIGicon makes completing preneed contracts easier than ever.
Let’s explore how DIGicon can improve every step of your preneed contract process.
Maximizing meetings
Here’s the good news – families want to discuss their preneed options with you! The problem? Every family has its own preferences regarding how they want to meet with you.
DIGicon offers several options to start and finalize contracts. Here are 4 ways to use DIGicon to maximize your meetings with families.
1. Start in person and finish in person
DIGicon provides a simple way to meet with families who prefer to have you there for every step. Through DIGicon, you can set appointments with families and complete contracts with them in person. You can also do all this virtually by sharing your screen and collecting signatures online.
2. Start in person and finish online
Some of your families may want you there in person to help them get started but might want to finish the process later on their own. With DIGicon, that’s no problem. Families can review their contract online and finalize it with DIGicon’s online signature option, so they don’t feel pressured to decide.
3. Start online and finish online
Did you know that more than 81% of the United States’s population shops online? DIGicon’s integration with Arrangement Guide makes it easy for families to start the preplanning process from home and finalize the contract entirely online.
4. Start online and finish in person
You may wonder: What if a family starts planning online but doesn’t finish? What happens to that lead then? Don’t worry! The family’s incomplete contract will show up for you to view in DIGicon. That way, you can follow up with the family to set an appointment to finish their contract.
Each of these options gives you more flexibility with how you meet with families. They also help you save time gathering information and ensure that none of your preneed leads fall through the cracks.
And if you want to cover various topics in a single meeting with a family, DIGicon can help you with that, too. From discussing spousal preneed contracts to add-ons like travel protection, you can explore all these options with a family during one meeting.
With DIGicon, you can make the most of every meeting you have with a family. And over time, you’ll have the chance to book even more appointments, follow up with leads, and ensure everyone gets complete protection with their preneed plans.
Writing contracts
What if writing contracts was the easiest part of your preneed process? With DIGicon, it can be!
When you use DIGicon to manage your preneed sales, you can avoid stacks of paperwork, writing contracts by hand, and typing (or retyping) information into an outdated system.
Within DIGicon’s platform, you’ll experience the benefits of:
– A straightforward, user-friendly interface
– A simple search functionality so you can quickly find what you need
– A dashboard that shows all your contract information at-a-glance
– And more!
Adding a new contract with DIGicon is effortless. The platform will walk you through each field of required information, making it straightforward to know where to add a family’s information, health questions, goods and services (which includes a price comparison tool), authorizations and disclosures, and more.
One of the best parts of DIGicon is its auto-population feature, which can save you time, help you avoid mistakes, and eliminate the need to enter information more than once.
Simply put, when you write a contract in DIGicon, you don’t have to worry about whether you printed the proper forms, filled out the correct fields, or have precise math. And if you make a mistake, simply fix it and sync – it’s that simple.
Collecting payments
As a funeral professional, you pride yourself on your ability to be caring and make things easier for families. But sometimes, you have to discuss payment, which can be uncomfortable.
DIGicon can help.
With DIGicon, you’ll have access to a reverse calculator that can take into account how much a family can afford to pay each month. From there, the calculator will work backward to help you find the best service options to fit a family’s budget.
DIGicon’s inflation calculation tool can also show a family what the cost of their funeral could look like in 10-15 years. That way, they’ll know they’re making the right financial decision by planning ahead today. The calculator tool can also help you know that your math is correct with each contract.
Plus, DIGicon can automatically calculate premiums once you select a payment plan, so you can feel confident sharing final numbers with a family, which increases trust and transparency. And when it comes to payments, DIGicon accepts a variety of payment sources, including bank drafts, credit cards, email and mail billing, and more.
“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.”
Make difficult discussions about money a thing of the past. See how DIGicon’s transparency and accuracy can put you and families at ease.
Gathering signatures
Remember the days of signing contracts by hand, scanning them, and sending them to a family to sign for verification? If so, you know just how frustrating it was if your printer decided to stop working.
DIGicon’s online signature option eliminates the need to print out contracts. Now, all you have to do is send the family a link, which lets them verify, review, and electronically sign their contracts wherever and whenever they’re ready.
DIGicon also ensures that all signatures are legitimate and secure. Each signature is verified and encrypted, so there are no risks to your preneed contracts.
Give families the option to sign their forms electronically and enjoy a pain-free (and eco-friendly!) process with DIGicon.
Finalizing contracts
After all the work you put into getting your preneed contracts finalized, the last thing you need is another hurdle to jump through with a complicated submission process!
With DIGicon, you can submit your contracts from your computer or phone. From a computer, you can upload and sync to DIGicon.
Out of office? No problem! Use our QR code scanner feature in the FDL Mobile App to upload your documents wherever you are.
Plus, since the entire writing process is faster, more accurate, and streamlined, you can get paid sooner for commissions when submitting your contracts digitally.
With DIGicon, you can get paid daily or weekly, depending on your desired payment schedule. And with direct deposit, you can get paid even faster.
Approving contracts
Whether you have a large or small funeral home business, you may need or want to approve preneed contracts yourself. DIGicon gives you that option.
With DIGicon, you’ll see organized, error-free contracts that you can approve quickly, which saves you time in your busy schedule and leads to faster processing times. You can even approve in the FDL Mobile App!
“I like that I can access DIGicon to review contracts and print documents. Other companies have their own preneed sales software, but DIGicon is better.”
Ready to improve your preneed experience?
When you use DIGicon, you’ll experience time-saving features, user-friendly technology, faster processing and payments, accurate contracts, and more.
You’ll also get a friendly support team who you can message, email, or call to get answers and updates.
Stop wasting time with paper contracts and static digital files. Get more from your preneed sales software with DIGicon. You deserve it.
