FRONT
PARTNER LOGO
Partner logo + Fintra
A Partnership Built to
Serve More Families
INCLUDED WITH YOURPartner Program

More Families.
More Appointments.
Zero Extra Work.

Fintra runs your entire digital preneed program, automatically, in your funeral home's name.

35%
Lead-to-Appointment
Conversion Rate
PARTNER LOGO
Partner logo
Trusted expertise.
Real relationships.
Partner brings the preneed products and agent support that help funeral homes serve families with dignity at every stage of life.
Preneed insurance products
Dedicated agent support
Established funeral home relationships
Fintra
The digital engine
that delivers.
Fintra powers the process that fills your calendar: targeted campaigns, branded landing pages, and automated nurture that turn digital interest into booked appointments.
Automated lead nurture: email + text
Branded landing pages + appointment forms
12-month aftercare + weekly reporting
Together
Partner's trusted relationships + Fintra's automated digital platform = preneed families on your calendar, without lifting a finger.
From first click to booked appointment
Everything runs automatically,
in your name.
Four programs working together: lead capture, nurture, reporting and aftercare. Nothing to set up and nothing to manage.
1
Capture
Online Leads
Social &
landing pages
2
Nurture
Automatically
Email + text
in your name
3
Book the
Appointment
Agent notified
instantly
4
Support
Long-Term
12-month
grief series
Flip over to see what it looks like running inside your funeral home. Four programs. Fully automated. Nothing to manage.
gofintra.com
BACK

Everything included. Nothing to manage.

Here's what it looks like running inside your funeral home: automatically, in your name.
Lead Capture
Branded pages that book
appointments on the spot
Mobile-optimized landing pages in your brand. The moment a family submits, they're invited to book, capturing intent before it cools.
77%
of appointments
booked on the Thank You page
Landing page
Appointment form
Automated Nurture
Your agent's voice,
sent automatically
A 26-day sequence from your agent's name, email, and photo walks families to a booked appointment, then stops automatically.
Email + Text
26
day automated sequence
email + text touchpoints
Nurture email
Nurture text
Reputation + Reviews
Turn happy families
into 5-star reviews.
After every service, families get a quick feedback request. Happy responses route straight to Google and Facebook reviews, while concerns come privately to you. Plus simple weekly reporting in the Hub.
Email
Auto
review routing to
Google + Facebook
NPS feedback
★★★★★ Google
They treated our family with such kindness and made a hard week so much easier.
S Sandra M.
Aftercare / Grieve Well Live Well
A full year of care,
long after the service
Grief education, check-ins, and resources, all in your name. Zero preneed content for 90 days. Planning info appears only when families are ready.
Email + Text
10+3
emails + texts
over 12 months
Grieve Well Live Well
GWLW text
One call to activate. Ask your partner rep about the program.
gofintra.com