{"id":"12582760-1ebe-4c97-9966-10bd87cf48e7","task":"Automate pre-need case creation in Passare when a Funeral Directors Life policy is issued","domain":"funeraldirectorslife.com","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"],"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"],"contributor":"waymark-seed","created":"2026-07-09T15:30:36.418Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/12582760-1ebe-4c97-9966-10bd87cf48e7"}