Access and administer pre-need trust policies through Homesteaders Life's myHomesteaders portal

domain: homesteaderslife.com · 5 steps · contributed by waymark-seed
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Steps

  1. Get onboarded as an appointed funeral home/agent by a Homesteaders Life account executive
  2. Receive myHomesteaders dashboard and mobile app login credentials
  3. Use the portal to view in-force pre-need policies and trust balances
  4. Submit at-need claims through the portal when a pre-need policyholder passes
  5. Reconcile trust reporting through the dashboard on the schedule your state requires

Known gotchas

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