Passare

PASSARE Is Bespoke

Commentaires : PASSARE implementation is allowing us to consolidate all of the following stand-alone programs into one platform: Custom Written ATNEED SOFTWARE IN SMARTWARE FOR DOS circa 1988, Custom Written Pre-Ned Software in MS Access 1996, Custom Written Burial Association Management Software in FOX PRO FOR DOS 1993, QuickBooks Online, ASD Answering Service, CSF Webpage Platform, DocuSign Software subscription, and manual chain of custody paper logging. This integration will save our company hundreds of personnel hours each year, and improve our client services by reducing errors and speeding up document processing. We also look for significant increase in preneed sales through a cloud based software solution over our existing LAN - running MS SERVER 2012R2

Avantages :

There are 3 things that stand out about PASSARE. 1. Their Support is Exceptionally Good 2. Support is targeted, and collaborative when required-support staff will consult their reference library first, but are quick to consult with an additional team member if needed. 3. Support team is very accurate - they are excellent listeners/communicators - their first solution is nearly always at the center of the target

Inconvénients :

I realized about 2 months into implementation that the intensive Zoom sessions needed to be split up into smaller groups on my side. Trying to teach the full team the entire suite was not as effective as training 2 team members on their specific area of the technology. This change resulted in team members cross-training each other.

Passare has become a key part of our business processes

Commentaires : We have been with Passare for three and a half years now. They continue to provide excellent service, continued enhancements and great self-service features, including forms creation and an API, both that we have found very useful. They are responsive to new ideas and always respond quickly to issues or questions, and every support person we work with is friendly and customer focused. Passare has been a key component for us during the pandemic, with an increasing number of our interactions with families being done remotely. The new mobile app looks to be a tremendous enhancement. We look forward to future enhancements and further integration of our business processes with Passare.

Avantages :

Case management, document and forms creating, goods and services entry. Any number of users can be created and the system can be accessed from any computer with an internet connection.

Inconvénients :

One of the features we had hoped to use more in the collaboration / planning center, but for the customers we serve it has not been received well and so we do not use it. Requiring people to create an account seems to be too much for people to go through. Another weak point has been the mobile app, but the new beta release looks to be a great improvement,

Funeral software

Avantages :

This software seems to be very comprehensive. If you purchase each part of the software, I could see the benefit of all the preneeds and atneeds connecting together.

Inconvénients :

Does not integrate with QuickBooks easily. Receipts is a several step process.

Leaders in innovation, tech and Customer Service!!!

Commentaires : If there ever is a problem with anything, you call FDLIC and they always cheerfully answer the phone, no waiting on hold, or out of the office. They can log in and fix an issue immediately. Never had a company take such good care of a problem.

Avantages :

Everything you need is in the software, Everything! It also stores all of the final documents so when someone calls or comes in with a question months later, you can find anything you need on your desktop. Ease of access would be the my favorite about the software. Customer Service is the number one thing about Passare!

Inconvénients :

I would like to be able to use the search bar to access cases by the insurance company name that was used for payment or just the policy number. Not needed that much, but would be nice.

Great software, great value, easy to use

Commentaires : We have had a very positive experience with Passare. Recently we completed a series of zoom and on-site trainings to make sure that we are fully utilizing the software. There is a lot that Passare does to make our jobs better and they make sure we know about all of the features.

Avantages :

I think it is the whole package from the care center tracking, planning center family collaboration, forms management, responsiveness of support when you need it, to onsite training.

Inconvénients :

I can't think of anything I don't like. Prior to Passare it might have been slightly faster to get our forms developed and integrated into the software, but that's because it wasn't web based. Passare is very responsive and fast at adding or custom designing forms for us.