We built Prelude because preneed, one of the highest-leverage revenue channels for funeral homes, is broken. Policies are sold with incomplete documentation, inconsistent pricing, and limited inflation protection. The experience is transactional when it should be deeply personal. Prelude is an end-to-end sales and planning platform that lets agents complete a plan and close in a single meeting while automatically generating all required documentation. The anchor: AI generates a heartfelt letter to the customer's family about why they're pre-planning, reframing the entire conversation from insurance sale to personal legacy.
We secret-shopped, observed, and recorded pre-planning sessions to find the problem.
The results speak for themselves. Agents using Prelude increase their average selling price by 33% and nearly double their close rates. That traction led to a contract with the nation's largest pre-need agency and Prelude's second round of funding post studio.
“Early on Gitwit gave Prelude its core innovation: we learned the real intricacies of pre-planning and designed a truly meaningful human experience. That let me focus on cracking the business model and go-to-market from there.”
