Policy and beneficiary details
Insurer, policy number, insured, and beneficiary recorded on the case and reused when you submit.
Insurance Assignments
Funeral insurance assignments
Many families pay with life insurance. Accept an assignment as a form of payment on the case, collect the policy details, submit the assignment to the provider, and track the claim and funding status against the case balance, right alongside card and ACH payments.
Who it is for
- Firms where families often pay with life insurance
- Offices chasing assignment status in a separate system
- Staff who want claim and funding status on the case
- Owners who need balances to reflect pending assignments
What it replaces
- A separate folder or spreadsheet for assignments
- Phone calls to find out where a claim stands
- Balances that ignore money tied up in a policy
- Re-keying policy details into another tool
How insurance assignments work
An assignment lives on the case as a payment method, so the office tracks it next to the rest of the balance rather than in a separate place.
- 01
Collect the policy details
Record the insurer, policy number, insured, and beneficiary on the case, captured once and kept with the file.
- 02
Apply it as payment on the case
Add the assignment as a form of payment, so it sits next to card and ACH against the same case balance.
- 03
Submit to the provider
Send the assignment to the insurance provider, with the policy details already on file rather than re-entered.
- 04
Track claim and funding status
Follow where the claim stands and whether funding has been received, all against the case balance.
- 05
Reconcile the balance
As the assignment funds, the case balance reflects it alongside any card and ACH payments already recorded.
What lives on the assignment
Everything an assignment needs sits on the case, so the office is not chasing it somewhere else.
Payment alongside card and ACH
An assignment is a form of payment on the case, tracked next to card and ACH against one balance.
Submission to the provider
Send the assignment to the insurance provider without re-keying the details you already captured.
Claim status tracking
See where the claim stands so staff are not calling around to find out.
Funding status against balance
Track whether funding has been received and watch the case balance reflect it.
One view of the case balance
The full balance, including the assignment, stays in one place so nothing is tracked off-system.
Common questions
How long does an assignment take to fund?
Assignment processing and funding timelines depend on the insurer, not on FuneralHQ. We track the status against the case so you always know where it stands, and we confirm the specifics for your providers during onboarding.
Can I take card or ACH on the same case?
Yes. An assignment is a form of payment alongside card and ACH, and all of them are tracked against the same case balance.
Where do I see the funding status?
On the case. Claim and funding status sit with the rest of the balance, so the office is not chasing it in a separate place.
Which insurers do you support?
Support depends on the providers your families use. We confirm which insurers and assignment processes apply to your firm during onboarding.
See an assignment on a real case
In 20 minutes we walk a sample case that pays by insurance, from policy details to funding status against the balance.