Transforming Funeral and Healthcare Partnerships with the Healthcare Relationship Management CRM Platform 

Hospice Relations experts Lacy Robinson and Greg Grabowski announce the launch of the  “Healthcare Relationship Management,” an innovative Customer Relationship Management  (CRM) platform specifically designed for funeral providers. The Healthcare Relationship Management platform is poised to transform how funeral providers work with local hospice  and healthcare providers, focusing on delivering compassionate service and improving  operational efficiency. 

The Healthcare Relationship Management CRM platform offers funeral providers a  comprehensive tool to organize and maintain vital hospice and other healthcare connections.  This allows the funeral provider to focus more on establishing meaningful partnerships,  delivering compassionate care and less on administrative tasks.  

Key Features of the Healthcare Relationship Management Platform:  

Comprehensive Data Management: Users can conveniently import hospice directories from up  to two states of their choosing to ensure immediate access to vital contacts and resources  immediately. 

User-Friendly Dashboard: Simplifies navigation and is accessible to users of all technical  abilities. 

Enhanced Team Collaboration: Supports multiple user management for improved teamwork  and data sharing within the funeral company. 

Intuitive Tracking Tools: Allows for logging interactions, tracking progress, and maintaining  detailed notes with hospice personnel and care team members. 

Data Insights: Visual tools like pie charts provide quick insights into service and disposition  trends and preferences by families who have received hospice care. 

Resourceful Guides and Scripts: Offers downloadable guides, scripts to elevate conversations,  and sample collateral materials to help save time in creating customized materials. 

Greg Grabowski, co-creator of the CRM platform, shared his insights: “Over the years in  working with funeral providers, it became clear to Lacy and I that a custom-tailored CRM was  needed to bridge the gap between funeral providers and hospice services effectively. Our goal  was to create a tool that s the administrative and enhances the quality of care provided.” 

Lacy Robinson added, “Our platform goes beyond basic CRM functionalities by offering  downloadable guides, scripts, and samples of collateral materials, adding a level of  convenience and confidence when making meaningful connections.”

The Healthcare Relationship Management is now available for funeral providers seeking to  enhance their partnerships with hospice and healthcare companies. For more information or to  schedule a demo, please visit https://www.hospiceinsights.com/funeral 

On December 9th, Greg and Lacy will facilitate a comprehensive seven-hour workshop titled  Leveraging the Hospice Tipping Point at Worsham College of Mortuary Science in Wheeling,  Illinois. This event is an invaluable opportunity for funeral service professionals to deepen their  understanding of hospice care and its integration with funeral services. Attendees will not only  gain critical insights but will also receive one month of complimentary access to the innovative  Healthcare Management System. Visit www.hospiceadvisors.com to register for Leveraging the  Hospice Tipping Point. 

About Lacy Robinson and Greg Grabowski: 

Lacy Robinson and Greg Grabowski are pioneers in helping funeral service professionals  enhance their partnerships with hospice providers and authors of the book “Engaging the  Heart of Hospice”. They are committed to developing tools that support compassionate and  effective service delivery. Their combined expertise has driven the creation of “Healthcare  Relationship Management,” a CRM platform designed to meet the unique needs of funeral  providers. 

In what is becoming a growing trend among larger funeral home operators Anthem Partners announced in late September that they had formed a strategic alliance with Premier Preneed Marketing and National Guardian Life (NGL) that they believe will help grow their preneed business.

According to a statement in the press release from Jim La Mar, Anthem’s Director of Business Development, “This association will allow our firms to serve more families with robust product enhancements backed by the financial strength of NGL and innovative tools and exceptional resources from Premier Preneed, the fastest growing preneed marketing organization in the country.  We look forward to leveraging the many possibilities our relationship with Premier and NGL will provide.”

NGL’s Senior Vice-President of Preneed Sales and Business Development Cameron Black made this comment in the same press release, “NGL is very humbled and excited to be the preneed carrier for Anthem Partners’ western portfolio of funeral homes.  It’s these exciting partnerships that allow us to help create more opportunities for families to see the benefits of pre-planning.” 

Tom Anderson
Funeral Director Daily

Funeral Director Daily take:  Aligning relationships with one preneed partner is a trend we are seeing at Funeral Director Daily.  And when you think about it, it makes a lot of sense for both the consumer-facing funeral and cemetery businesses as well as the preneed insurance companies.

For the funeral home companies a strategic alliance can probably help them increase commission percentages, leverage a potential higher growth rates to allow policies better long-term growth, and help with marketing expenses and customer acquisition for the sale of such policies.  All of these options should allow for higher profits for the aligned funeral home partners.

For the insurance companies these partnerships put forward aligned goals and results for both the funeral homes and the preneed companies.  The sacrifice of higher commissions and potential higher costs of marketing can be overcome with the idea that they will get 100% of the funeral home/cemetery company’s preneed business.  That’s a combination that they hope will increase the numbers of policies sold, and generate more profits, in the marketplace by their specific business.

In the last 18 months of so we have seen these relationships develop, seemingly more often than before, between consumer facing death care companies and preneed insurance providers.  Here’s some of the alignments we have been notified about and a story or press release on such:

Regardless of the size of your funeral home, it certainly would not hurt to ask preneed providers what benefits that they may be able to offer if you made them your exclusive provider of preneed services.  Like the big companies in Death Care, there may be synergies and opportunities to have some sense of linked goals that might benefit both of you.

More news from the world of Death Care:

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