Homesteaders Life Company on LinkedIn: What to Know About Using a Case Management System as a Funeral Professional (2024)

Homesteaders Life Company

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As a funeral professional, you use many tools to help your business run smoothly and best serve your client families in their time of need. In this week’s blog post, we provide information on case management tools and tips for using the Gather integration with Homesteaders. https://hubs.ly/Q02LBLpg0

What to Know About Using a Case Management System as a Funeral Professional homesteaderslife.com

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    Did you know? P3® Casket Price Protection Plan can protect against even small increases in material costs and create long-term savings.Plan features include:✔️Locked-in wholesale prices✔️ 2% roll-back at the time of death✔️And more!Learn more about this program from Homesteaders and Matthews Aurora™ Funeral Solutions here: https://hubs.ly/Q02LBMyx0

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    It’s not every day you can attend a work-related training and go on vacation in the same trip! 💼 🏔️Join us in beautiful Park City, Utah, on September 23-24 to gain valuable insights and tools to help boost your sales performance and enhance your ability to serve more families. While in town, extend your stay to see some of Utah’s top attractions!Learn more and register today: https://hubs.ly/Q02Ls5sR0

    Successful Sales Strategies Utah | Homesteaders Life Company homesteaderslife.com

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    School starts soon and time is running out to start your Back to School Supplies Drive at your funeral home! But don’t worry – our quick start digital toolkit provides you with FREE resources to host a school supplies drive to help set students up for success this school year! This toolkit includes all the materials you need to host the drive, including: a customizable letter to your community’s school(s), a flyer design in an easy-to-use Canva template, drafted social media posts and emails to help you promote your drive.Discover the toolkit and download the resources here before the start of the school year: https://hubs.ly/Q02LrT150

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    Download the seventh edition of Preneed Motivators today! This free, completely updated report uncovers the demographics and behavior of preneed policy owners, factors that influence consumers’ decision-making processes, the importance of a policy owner’s experience and solutions you can utilize to grow your preneed program, better serve your community and ultimately impact your bottom line. Download the full report here: https://hubs.ly/Q02L9-n90

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    What if you could purchase caskets and urns at prices from 10 years ago? P3® Casket Price Protection Plan can protect against even small increases in material costs and create long-term savings.Plan features include:✔️Locked-in wholesale prices✔️2% roll-back at the time of death✔️And more!Learn more about this program from Homesteaders and Matthews Aurora™ Funeral Solutions here: https://hubs.ly/Q02L9T__0

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    It’s your last chance to enter our book giveaway for “The Boys In the Boat” – the giveaway closes tomorrow, Monday, August 12 at noon p.m. CT. Enter TODAY for a chance to win one of five copies of the book!“Rowing is a perfect analogy for the funeral profession,” said Board Chair, President and CEO of Homesteaders Steve Shaffer. “Both unique experiences take a complete team effort with alignment to pull off success.”Find all the information and enter here: https://hubs.ly/Q02KPZ-90

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    Have you registered for next week’s FREE Successful Sales Essentials preneed training webinar? Join Homesteaders Training and Development Specialist Brianne Niedermyer at 11:30 a.m. CT on August 13 for a discussion on the ins and outs of successfully completing Homesteaders enrollment form. Sign up now to grow your skillset and gain more resources to help you more effectively serve client families: https://hubs.ly/Q02KtTqS0.#preneedprofessional #preneedprofessionals #preneedtraining

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    The newest episode of “Calling Hours” is available now! Mike Lake joins Danielle Burmeister in this discussion about casket and urn sales and the growth in disposition options over the years. Mike is director of partner growth with Matthews Aurora. In their chat, Mike covers everything from his time growing up in the funeral profession and what has shaped his career to how selling wine coolers differs from caskets as well as how the casket price protection plan can help funeral home businesses.Listen to the episode here or wherever you listen to podcasts: https://hubs.ly/Q02KtFb-0

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    Have you heard about our quick start Back to School Supplies Drive Digital Toolkit for your funeral home? Help students in your community start the year off strong! The toolkit provides you with all the materials you need to host the drive, including: a customizable letter to your community’s school(s), a flyer design in an easy-to-use Canva template, drafted social media posts and emails to help you promote your drive.Discover the toolkit and download the resources here: https://hubs.ly/Q02Kr-Pb0

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Homesteaders Life Company on LinkedIn: What to Know About Using a Case Management System as a Funeral Professional (2024)
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