Streamline your case management by syncing your Funeral Directors Life policies with Passare.
To turn on your integration, contact firstname.lastname@example.org or call our support team at 1-800-692-5111.
✔️ When the integration is turned on, Funeral Directors Life will send all of your existing policies to Passare.
✔️ As policies are settled, the system will run an automated check to determine if the policy needs to be pushed to Passare. If so, Funeral Directors Life will push the policy to Passare, 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 1-800-692-9515.
✔️ You can filter your Funeral Directors Life cases on the Case Listing Page.
On the Case Listing page select Filter Cases > Under Case Origin, check the box for Funeral Directors Life > Show in A New Tab.
If you want to keep this filter, Save the tab.
✨See a full list of synced information sent from Funeral Directors Life to, HERE.
Commonly Asked Question?:
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!
Need More Information?:
Need Help? Email us at email@example.com or call 1-800-692-5111!