Preneed Integrations
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      Funeral Directors Life pre-need integration

      Streamline your case management by syncing Funeral Directors Life policies with Passare.

        ✋ To turn on your integration, contact support@passare.com or call (800) 692-5111.

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        Helpful Tips

        ✔️ When the integration is on, Funeral Directors Life will send all existing contracts to Passare.

        ✔️ As contracts are settled, the system will run an automated check to determine if the contract needs to be pushed to Passare. If so, Funeral Directors Life will push the contract, which will create a new pre-need case in Passare. 

        ✔️ Any changes will need to be made through Funeral Directors Life. To update information such as an address change, contact Funeral Directors Life at (800) 692-9515.

        ✔️ You can filter your Funeral Directors Life cases on the Case Listing page. 👇


        From the Case Listing page, select Filter Cases.

        Under Case Origin, check the box for Funeral Directors Life.

        Then, click Show in A New Tab.

        If you want to keep this filter, Save the tab.

        Gif for selecting filter for Funeral Directors Life cases on the Case Listing Page

         

        Policy details

        View FDLIC policy information on the Policies page.

        fdlic policy information on policies page

        If the case has multiple contracts, each policy will be tabbed at the top.

        policy tabs

        Acquaintances will also be synced to the Family & Friends page.

        Passare will create a new Family & Friends entry for anyone marked as the Owner, Payer, or Contingent Beneficiary on the policy.

        new family and friends entry

         

        Document syncing

        Policy documents uploaded to FDLIC will appear in Case Files.

        case files


        Locked contract

        When settled FDLIC contracts and their items sync to the Goods & Services page, the contract will be locked to avoid errors.

        You can create a new tab to add pre-need items on another contract. 

        FDLIC Pre-needs LOCK when synced to Passare

         

        Copy pre-need items to the at-need contract

        When converting a case from pre-need to at-need, you can easily copy items using the Copy Pre-Need Contract button.

        Press the 'copy pre-need contract' button

        A window will appear comparing pre-need items to at-need price list prices side-by-side.

        a modal will appear comparing your pre-need items and prices side-by-side

        If any items do not match your current price list will have a drop-down for you to select the most comparable current price list item.

        use drop down to select the item that most closely matches the original selection

        Once all items are correct, hit the Copy button to view your at-need contract.


        Commonly asked questions


        Why can't I find my SecureChoice Trust policies?
        SecurChoice Trust is a pre-need funeral funding program utilized by Pennsylvania funeral directors that is managed by Funeral Directors Life. On the Case Listing in Passare, the SecurChoice Trust Case Origin will show as Funeral Directors Life!


        What information is synced from Funeral Directors Life to Passare?

        Case Type City
        Case Number (where applicable) State
        Insured Title Postal Code
        Insured First, Middle, and Last Name Country
        Insured Suffix Email Address
        Gender Home Phone
        Date of Birth Work Phone
        Date of Death (where applicable) Mobile Phone
        SSN Family and Friends (People)
        Marital Status Acquaintances' relationships
        Maiden Name Acquaintances' details (wedding date, spouse, etc.)
        Address Line 1 Acquaintances' SSN (where applicable)
        Address Line 2 FDLIC reference URL (Online Access)

         

        Need more information? 

         

        Need help? Email us at support@passare.com or call (800) 692-5111!