Connect NGL Insurance to funeral.link
Preneed insurance inquiries sync directly to your CRM. NGL leads become actionable opportunities.
NGL Insurance
Preneed Insurance
funeral.link
Lead Automation
What you can automate
Set up once, then forget about it. funeral.link works in the background.
Insurance inquiry received
Create preneed lead
When someone inquires about NGL preneed insurance, they become a lead in your CRM.
Policy type identified
Tag with product interest
Leads are tagged with which NGL products they're considering.
Lead qualified
Assign to counselor
Qualified leads are routed to the appropriate licensed counselor.
Why integrate with funeral.link?
Insurance lead capture
Capture families interested in funding their preneed plans.
Product tracking
Know which insurance products interest each lead.
Automatic assignment
Route to licensed insurance sellers.
Compliance ready
Proper handling of insurance-related data.
How to connect
Get started in just a few minutes
Connect NGL
Link your NGL account to funeral.link.
Configure lead capture
Set up which inquiries create leads.
Route to counselors
Assign to licensed team members.
Route leads to these CRMs
funeral.link connects NGL Insurance to your favorite tools
About NGL Insurance
NGL Insurance Group provides preneed funeral insurance products to help families prepare for future funeral expenses.
Visit nglinsurance.com →Get notified when NGL Insurance is ready
Be first in line when this integration goes live. We'll reach out as soon as it's available.