Great news! Simplify your preneed workflow through Gather's new integration with Homesteaders Life Company. Access new or updated Homesteaders preneed policies for any case, directly in Gather. Read below to learn how the data integration works:
Step 1: How to Enable The Homesteaders Integration
Step 2: How The Homesteaders Integration Works
Step 3: How to View Your Homesteaders Policies in Gather
Step 4: What Homesteaders Policy Information is Available
Step 5: How to Generate a Policy's PDF
Step 6: How New Policy Notifications Work
Step 7: What Can You Do With Existing Policies in Gather?
Step 8: How to Convert a New Policy Into a Pre-Need Case in Gather
Step 9: Should Your Funeral Home Partner With Homesteaders?
Important Note: there is no additional cost for Gather case management customers to enable this Homesteaders integration.
How to Enable The Homesteaders Integration in Gather
Follow our simple 3-step process to enable the Homesteaders integration in Gather:
Contact your Gather account manager to request the integration.
Sign the data-sharing agreement that we’ll send you. This agreement authorizes the sharing of your insurance policy data between the two companies.
Receive confirmation from your account manager that the integration has been enabled.
Once the integration is enabled for your account(s), your historical Homesteaders policies will also be migrated into Gather for you.
Note: if your firm has multiple locations, you must specify if you'd like the Homesteaders integration enabled for all locations in Gather.
How The Homesteaders Integration Works
By enabling this game-changing integration between Homesteaders and Gather, your business will unlock more efficiency in your preneed process.
Note: if you have questions about a specific Homesteaders policy that was written, please email your Homesteaders representative or call (800) 436-6110.
How to View Your Homesteaders Policies in Gather
Once the integration has been enabled, navigate to your new policies report in Gather. To access this report, follow the process below:
Navigate to Reports: after logging in to Gather, click on the 'Reports' tab at the top of your Gather dashboard.
Click on the 'Insurance Policies' Tab: click the tab that reads 'Insurance Policies'. This will take you to your Homesteaders insurance policies report.
What Homesteaders Policy Information is Available
When generating your insurance policy reports or viewing a particular policy, your team will be able to view the following information for a specific policy:
Insured Information:
Insured: the first and last name of the insured individual on a policy
Insured DOB: the official date of birth for the insured individual on a policy
Insured Age: the age (in years) of the insured individual on a policy
Insured Gender: the gender of the insured individual on a policy
Insured Email: the email address for the insured individual on a policy
Insured Phone: the phone number for the insured individual on a policy
Insured Address: the official address for the insured individual on a policy
Policy Information:
Policy Number: the specific reference number for the Homesteaders policy
Status: whether or not the policy is attached to an existing case in Gather
Product Type: the type of product/policy that is being offered
Face Value: the total face value of the policy (in dollars)
Issue Date: the official date when the policy was issued
Pay Frequency: the number of times a policyholder pays their premium in a year
Arrangement Total: the total value of the pre-planned arrangement (in dollars)
Funeral Home: the name of the funeral home that is issuing the policy
Funeral Home Address: the address of the funeral home that is issuing the policy
Policy Owner Information:
Policy Owner: the first and last name of the policy owner
Policy Owner DOB: the official date of birth for the policy owner
Policy Owner Age: the age (in years) of the policy owner
Policy Owner Gender: the gender of the policy owner
Policy Owner Email: the email address for the policy owner
Policy Owner Phone Number: the phone number for the policy owner
Policy Owner Address: the official address for the policy owner
Please note that your staff can only see information regarding Homesteaders' policies if they can view case financial data. Although this is typically relegated to admins ONLY, this is a specific toggle you can enable individually for team members in Gather. Let us know if you have any questions on how to do so!
How to Generate a Policy's PDF Statement
In addition to viewing all policy information, the policy's PDF statement of goods and services will also be synced from Homesteaders to Gather. To view the policy PDF, simply click on any policy recorded in the system. Next, click on 'Download Policy PDF', and the PDF file of the policy's statement of goods and services will be downloaded to your local device for quick reference.
How New Policy Notifications Work
Your account will receive daily email notifications with a summary of all new Homesteaders policies that were written in the same time period, along with a quick button to navigate back into your 'Insurance Policies' report directly in Gather.
What Can I Do With My Existing Policies in Gather?
With this integration, your team can complete several different actions with your Homesteaders policies directly in Gather, including:
The ability to attach a Homesteaders policy to an existing case in Gather
The ability to detach a Homesteaders policy from an existing case in Gather
The ability to convert a Homesteaders policy into a new preneed case in Gather
The ability to view a Homesteaders policy's PDF Statement of Goods and Services
The ability to save a policy for later and remove it from your dashboard view
How to Convert a New Policy to a Pre-Need Case
You can convert a new policy into a pre-need case in Gather where all policy information will also be converted over. There are a few different ways to convert a new policy to a pre-need case in Gather:
From Your Dashboard
Newly written policies will be displayed on your dashboard in Gather. On a policy card, click the 'Convert to Pre-Need' button. You will then be prompted to verify the decedent's name, specify the funeral director assigned to the case, and specify the workflow that will be used to plan services in Gather.
Note: Once you convert a policy to a pre-need case, the case card for this policy will disappear from your dashboard, and in its place should be the preneed case for the individual that was insured by the policy.
From Your Insurance Policies Report
Newly written policies will also be displayed in your 'Insurance Policies' report in Gather. To convert a new policy to a pre-need case directly from your insurance policies report, locate a pre-need case where the status reads as 'Unattached'. Click on this field, then click on 'Convert to Pre-Need'. From there, you will be prompted to verify the decedent's name, specify the funeral director assigned to the case, and specify the workflow that will be used to plan services in Gather.
Note: Once you convert a policy to a pre-need case, the policy status will update from 'Unattached' to 'Attached' and provide a link to the case under the 'Case Name' column in your insurance policies report.
Should Your Funeral Home Partner With Homesteaders?
In addition to unlocking this significant integration, here are a few reasons why Homesteaders may be a great partner for your business:
Unmatched Customer Service: Homesteaders' team of customer service representatives has the experience and expertise to answer customer questions the first time they call.
Security and Stability: Homesteaders Life Company maintains a financial discipline that ensures they are here to honor those promises for years to come.
Fast, Simple Claims: Easy-to-use features like their exclusive Instant Claims, Phone-a-Claim, and EFT payment options offer accelerated policy payout, often on the same day.
Industry-Leading Sales Support: Homesteaders account executives build deep, lasting relationships with their customers, designing tailored solutions that align with their unique business needs.
Flexible and Diverse Products: The Homesteaders team adopts a comprehensive approach when designing their products, balancing security with profitability and offering the best fit for funeral homes, agents, and client families.
Easy, Time-Saving Enrollment: Their Online Enrollment tool offers a professional, user-friendly way to write and submit new business, ensuring faster processing, policy issuing, and commission payment.
Comprehensive Training: Homesteaders offers continuous training and support to help funeral professionals generate leads, manage their businesses, and stay up-to-date on state CEU requirements.
Your Preneed Policies, All in One Place
This integration helps simplify the management of all cases and policies under the care of your funeral home. Have questions? Call Gather's support team at (208) 908-0488 or call Homesteaders Life Company's support team at (800) 436-6110.