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FOR FUNDING PROVIDERS

More distribution. Less friction.

Connect your preneed insurance or trust funding solutions to funeral providers and digital arrangement experiences. EasyHeir provides the technology to connect funeral arrangements with the appropriate funding solution.

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DISTRIBUTION

Expand your reach through one connection.

EasyHeir helps funding providers connect with funeral homes and their online arrangement experiences. Our insurance-funded network also introduces new business through licensed financial professionals and other referral channels.

Whether your organization provides insurance products or administers funeral trusts, we can discuss how your solutions fit into the arrangements funeral providers already offer.

TWO FUNDING MODELS

Built for insurance and trust.

INSURANCE CARRIERS

Connect your products to new distribution.

Support insurance-funded arrangements through funeral homes, licensed professionals, and digital experiences. EasyHeir accommodates carrier-specific quoting, applications, signatures, documentation, and submission workflows.

Business generated through the EasyHeir network is insurance-funded through participating carriers.

TRUST PROVIDERS

Support the funeral homes you already serve.

Enable funeral homes to offer trust-funded arrangements through an easier online experience. EasyHeir supports arrangement selections, pricing, and the documentation and funding workflows appropriate to the trust program.

Funeral homes can continue offering trust funding for their own sales.

TRANSACTION INFRASTRUCTURE

One integration. Multiple ways to sell.

Connect the online arrangement experience to the funding process. EasyHeir supports self-directed and funeral-director-assisted transactions, while handling the workflows required by the participating funding provider.

Digital arrangement experience

Families select a funeral provider, services, and merchandise with pricing visible as they build their arrangements.

Funding-specific documentation

Applications, agreements, signatures, and supporting documents follow the appropriate insurance or trust process.

Efficient transaction handling

Reduce duplicate entry and connect arrangement information to the required submission or funding workflow.

ONBOARDING

Designed for efficient onboarding.

Our integration process is designed to bring additional insurance carriers online in under 30 days. We work with carriers on product rules, application requirements, electronic documentation, and submission processes.

Trust provider integrations are scoped individually around their administration, documentation, and funding requirements.

Timelines depend on technical access, testing, approvals, and the requirements of the participating provider. The under-30-day process applies to insurance carrier integrations, not a guaranteed timeline for trust providers.

Let's connect.

Explore how your insurance or trust funding solutions can work with EasyHeir's arrangement and transaction platform.

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