Prelude

Market position

Prelude positions itself as a modern alternative to paper-based preneed sales processes and states that it works with established preneed carriers.

The platform is built to complete the entire preneed transaction — planning, recommendation, payment and application data capture — within one appointment, removing post-meeting paperwork and carrier back-and-forth, and pairs this with an automatically generated wishes letter used as a client deliverable and referral driver.

Technology

A guided, session-based sales application that replaces paper catalogs and forms with structured questioning, editable personalized plan recommendations, real-time premium calculation, automated payment-option generation, in-session payment capture, automated letter generation, and automated capture and error-checking of underwriting inputs prior to carrier submission.

Go-to-market

Prospects request a demo through the website and book a live walkthrough. Onboarding follows a four-step sequence: subscribe and set up billing, complete carrier appointment paperwork digitally, e-sign an agreement that Prelude submits to the carrier, and attend live training before selling; the company states agents can typically begin in about 48 hours. A library of video tutorials supports self-service training.

Licensed preneed insurance agents and agencies, including independent producers and funeral home preneed teams; the sign-up flow screens for licensure by state and for appointments with carriers such as Global Atlantic, NGL and Wellabe.

Geography

Operates from an office at 301 E. Archer Street, Tulsa, Oklahoma, with an onboarding flow covering agents licensed across U.S. states and the District of Columbia.