Referral partnership

Funeral Homes

Coordinate with families and their concierge in one shared workspace.

Why partner with us

  • Pre-need and at-need referrals routed to your home
  • Branded service-package upsell paths
  • Reduced phone tag with families
  • Shared document vault for arrangements

How referrals work

  1. 01We refer families based on geography, service style, and budget fit.
  2. 02You collaborate with the family and concierge inside the Partner Portal.
  3. 03All activity is logged for audit and quality review.

Frequently asked questions

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