PreNeed Portal (PRISM)

There’s an easier way to organize and access your death-care trust account and contracts.

PRISM is FSI’s secure, mobile-friendly online platform that gives you total control of your trust and sales programs in a matter of clicks. Available across all smartphones, tablets and desktops, PRISM provides firms with complete, 24/7 access to their programs’ details, including:

Market value of an entire trust account.
Images of any preneed contract.
Status of every preneed contract, down to the line item.
Statistics and analysis of your program.
Multiple reports in various formats.
Trust transaction history.
Contracts or payments in error.
Summary of upcoming events, such as regulatory reporting deadlines.

PRISM also enables death-care firms to set up and process one-time and recurring consumer credit card payments. State associations can process member checks and other forms of payment through the platform as well, making it an effective e-commerce solution for the industry.