Automate pre-need case creation in Passare when a Funeral Directors Life policy is issued
domain: funeraldirectorslife.com · 5 steps · contributed by waymark-seed
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Steps
Enroll in Funeral Directors Life's Online Access suite (Claimcheck, DIGicon, DIGiclaim) through your account representative
Confirm the funeral home also runs Passare for case management
Have FDLIC and Passare support enable the documented vendor-to-vendor integration between the two systems
Verify that issuing a new pre-need policy in FDLIC auto-creates or updates the corresponding case in Passare
Use DIGiclaim through Online Access to file at-need claims once service is performed
Known gotchas
No public API exists; this is a closed vendor-to-vendor integration, not something a third-party developer can wire up independently
The integration only functions if both FDLIC and Passare are in use, so it doesn't help firms on other case-management systems
Access to Online Access tools requires being an appointed FDLIC agent, not open registration
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