It’s 9 a.m., and your office manager has already entered the same decedent information twice. Once in your case management software and once in a separate assignment portal. By Friday, they’ll do it again for every family using life insurance to pay for services.
That kind of redundancy happens in funeral homes every day. Not because the staff isn’t organized, but because the two systems they rely on most were never built to work together.
When your case management software and your insurance assignment partner operate as separate tools, the gaps between them fill up with extra data entry, scattered status updates, and fees tracked on spreadsheets. Those small inefficiencies add up, and they pull your team’s attention away from the families who need it most.
The good news? They’re completely avoidable!
Here are 3 reasons why connecting your funeral home software and insurance assignments matters more than you might think.
How can you reduce paperwork for insurance assignments?
Every insurance assignment requires detailed information. The decedent’s name, beneficiary contact details, the policy number, and the specific forms each insurance company requires.
In most funeral homes, all of that already lives in the case management system. But if your assignment partner isn’t connected to that system, someone on your team has to re-enter those same details into a separate portal. That means the same names, addresses, and policy numbers get typed twice.
And each time, there’s a chance for a transposition error, a misspelled beneficiary name, or a wrong digit on a policy number. Those kinds of mistakes can delay an assignment by days, weeks, or even months.
When your systems are connected, the information your team entered during the arrangement conference flows directly into the correct assignment forms. The right documents for the right insurance company are selected automatically. And families can sign electronically without anyone having to print, scan, or mail anything.
Your team enters the data once. That’s it.
How do you check an assignment status without calling the office?
When assignments live in a separate system, the only way to check on a claim is to log into another portal, call the office, or wait for someone to get back to you. That’s frustrating for anyone, but especially if you’re on call, sitting with a family, or handling a removal in the middle of the night.
With a connected system, assignment status lives inside the same software your team already uses. On desktop and on mobile. There’s no second login. No calling the office. No waiting for an email. Everyone on the team can see where every assignment stands, in real time, from wherever they are.
That kind of visibility keeps your staff aligned and gives families confidence that everything is being handled.
Can your funeral home charge a fee for processing insurance assignments?
Many funeral homes absorb the administrative cost of processing insurance assignments themselves without giving it much thought. It’s just treated as part of doing business.
But when your software and assignment partner are connected, you can set a custom processing fee that is automatically calculated and appears as a clear line item on the contract. No manual math. No spreadsheet tracking.
Every assignment becomes an opportunity to recover administrative costs or bring in a little extra revenue without any additional work on your part.
It’s a small change, but it adds up quickly for funeral homes processing a high volume of assignments.
Are all funeral home software integrations the same?
Not every software integration works the same way.
Some integrations are surface-level. They let you record insurance as a payment method on an invoice or note that an assignment is in progress. That’s useful for bookkeeping, but it doesn’t actually connect your case data to the assignment process. Your staff still has to re-enter information into a separate system, track down the right carrier forms on their own, and check a different portal to see where things stand.
A deeper integration does more by:
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Automatically pulling the case details and pre-filling the correct assignment forms.
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Selecting the right insurance company documents without your staff having to look them up.
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Letting families sign electronically within the platform your team already uses.
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Giving your entire staff real-time visibility into where every assignment stands, on desktop and on mobile, without logging into a second system.
If you’re evaluating your options, that’s the kind of integration worth looking for. And it’s exactly what Claimcheck and Passare have built together.
How Claimcheck and Passare work together to help you
Passare, the funeral profession’s leading case management software, integrates directly with Claimcheck so your team can manage insurance assignments from inside the platform they use every day. No separate portal. No extra logins.
Here’s what that looks like:
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One-time data entry – Almost all of the information needed to fill out assignment forms can be pulled directly from Passare. When you select Claimcheck as the payment method on a case, Claimcheck’s Insurance Company Library identifies the correct carrier and triggers Passare to pre-fill the required forms. Families review and sign documents electronically through Passare’s Planning Center.
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Real-time status on any device – Assignment updates live inside Passare, on desktop and on Passare Mobile. Whether you are at the office or handling a late-night removal, you can open Passare and see exactly where each assignment stands. If you have a question, you can message the Claimcheck team directly from the platform.
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Automated custom fees – Set your processing fee once inside Passare, and it calculates automatically on every assignment as a transparent line item on the contract. When Claimcheck deposits funds into your account, Passare handles the reconciliation between your fee and Claimcheck’s fee. No manual tracking.
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A library that keeps growing – Claimcheck’s Insurance Company Library includes carrier phone numbers, required documents, eSignature and notary requirements, and beneficiary advancement availability. And if an insurance company isn’t already in the system, the Claimcheck team works to find it and add the required paperwork for all users going forward.
Here’s what funeral professionals who use the integration are saying:
“I think the biggest thing that sets Claimcheck apart from other companies is the Passare integration. I don’t have to enter information over and over because everything syncs between Claimcheck and Passare. It saves my staff and me a lot of time.”
— Marlan Gary, Marlan Gary Funeral Homes
Read more here!
“Claimcheck has made everything so much easier for our staff. Because it’s integrated with Passare, our team always has access to the information they need. That simplicity reduces stress and helps our staff work more efficiently.”
— Tyler Huffer, Titus Funeral Homes
Read more here!
Ready to see the integration in action?
Fill out the form below and find out how Passare and Claimcheck can simplify your assignments, save your team time, and help your funeral home run more efficiently.
Frequently asked questions
What does it mean for funeral home software to integrate with an insurance assignment partner?
It means your case management software and your assignment partner are connected. The information you’ve already entered (decedent details, beneficiary contacts, policy numbers) flows directly into assignment forms. You don’t have to type it again in a separate system.
What information do I need to process an insurance assignment?
You typically need the decedent’s information, the beneficiary’s name and contact details, the insurance company name, the policy number, and the forms that specific carrier requires. With Passare and Claimcheck, all of that can be pulled straight from the case record you’ve already created.
What usually causes delays in insurance assignment processing?
The most common causes are missing or incorrect information on forms, using the wrong documents for a specific carrier, and delays in getting family signatures. When your systems are connected, forms are pre-filled from your case data, the right documents are selected automatically, and families can sign electronically.
Can I charge families a processing fee for insurance assignments?
Yes. Many funeral homes set a custom processing fee that shows up as a clear line item on the contract. When your software and assignment partner are integrated, the fee calculates automatically on every case without any extra work from your team.
Does the Passare and Claimcheck integration work on mobile?
Yes. You can check assignment status and access case details through Passare Mobile. Directors and staff can see where things stand from anywhere, whether they’re at the office, with a family, or on a late-night removal.