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Connect Homesteaders Life to funeral.link

Sync preneed policy leads to your CRM. Homesteaders insurance inquiries become actionable opportunities.

What you can automate

Set up once, then forget about it. funeral.link works in the background.

Trigger

Insurance inquiry received

Action

Create preneed lead

When someone inquires about Homesteaders preneed insurance, they become a lead in your CRM.

Trigger

Policy interest captured

Action

Tag with product context

Leads are tagged with which insurance products they're interested in.

Trigger

Lead qualified

Action

Route to counselor

Qualified leads are assigned to the appropriate preneed counselor.

Why integrate with funeral.link?

Insurance-focused leads

Capture families specifically interested in preneed insurance.

Product interest tracking

Know which insurance products each lead is considering.

Counselor assignment

Automatic routing to licensed insurance sellers.

Compliance support

Proper handling of insurance-related lead data.

How to connect

Get started in just a few minutes

1

Connect Homesteaders

Link your Homesteaders account to funeral.link.

2

Configure lead capture

Set up which inquiries should create leads.

3

Route to counselors

Assign leads to licensed team members.

Route leads to these CRMs

funeral.link connects Homesteaders Life to your favorite tools

About Homesteaders Life

Homesteaders Life Company provides preneed funeral insurance products, helping families fund their funeral plans in advance.

Visit homesteaderslife.com →

Get notified when Homesteaders Life is ready

Be first in line when this integration goes live. We'll reach out as soon as it's available.