Preneed insurance
Premium, commission, and carrier flows for preneed insurance products.
Preneed insurance products need premium, commission, carrier remittance, and policy status in NetSuite, with a mapping that does not treat a funded insurance contract as if it were trust corpus.
We connect carrier files or portals where they have to post, and keep insurance versus trust allocation explicit so close can explain deposits, commissions, and remaining obligation. This is funeral home financial services work, not generic item ERP.
What this engagement covers
Premium and commission
Premium tracking and commission posting that match how the carrier and the funeral home actually settle.
Carrier remittance
File drops and remittance activity posted into NetSuite instead of living only in a carrier portal.
Policy status in the account
In-force, lapsed, and funded status available to finance without a second book in the agency system.