Frequently Asked Questions



Is this really 100% done-for-me?

Yes. Just login and enroll the family and you're done. It takes about a minute.

Do I have to enroll every family?

No. You only enroll the families you want.

Can the survey be customized?

Yes, we will customize the survey to include the questions you would like have on it.

I have multiple locations, do I have to get more than one account?

No. You can have multiple locations on one account.

How do I pay for the families I enroll?

You will receive an invoice at the end of the month for the number of families you've enrolled.

Do we have to send the survey?

No. If you already have a survey that you are using we will just omit the survey from your mailings.

How many signatures can be on the cards?

You can have as many as you want but we've found that it looks best with no more than 3-4. One option is to have "The staff at ABC funeral home"

Can I enroll more than one survivor to receive the cards and survey?

Yes, you can enroll as many as you want. Each family you enroll would be one credit.

If I sign up today can I enroll families I've served previously?

Yes, you can enroll families going back as far as you'd like. If a death has occurred more than a month ago we would eliminate the sympathy card and just send the other cards and survey.

Can I see all the families I've enrolled and their status?

Absolutely. When logged into your account you can see every family enrolled, when each card was sent or is scheduled to be sent. Additionally, every month you will receive an Aftercare Activity Report that tells you everything that happened on your account in the previous month.