Administrative

Our Administrative System saves funeral homes thousands of dollars every month. We closely monitor insurance company payments eliminating unjustified chargebacks and underpaid commissions. Additionally, PFP saves the client Funeral Homes a significant amount of money through efficient management of commissions processes. The reduction of employee workload will allow your employees to focus on quality customer service.

We continue to add enhancements to upgrade its functionality. PFP continuously upgrades the support system to streamline processes for maximum efficiency.

The Administrative Support System specifically handles:

1. Commission schedules for each counselor.
2. Track new issue of every policy.
3. Track all chargebacks, lapses and conversions.
4. Verify each commission to be paid.
5. Verify each chargeback (validity) and the amount.
6. Prepare agent commission report weekly.
7. Prepare agent chargeback report weekly.
8. Prepare agency commission report weekly.
9. Prepare agency chargeback report weekly.
10. Issue commission checks for appropriate amount  for each counselor and agency. (Extra Cost)

Establish, build, track and maintain reserves on all agents and agency.
Immediate resolution of discrepancies.

For further information on our Administrative Support System, please contact our office at 800-529-7729 or send an email to succeed@preneed.net.