It's 7:00 AM. The week's services are fully coordinated.
You have 4 services this week across two chapels. Your TabTab agent reviewed each case file overnight — confirmed clergy availability for the Thursday Baptist service, sent the florist a delivery window for the Wednesday visitation, verified the vault company's schedule for Friday's graveside, and emailed the obituary draft to the family for the Tuesday memorial with a 24-hour approval deadline. Your funeral director walks in to a coordination summary, not a phone list.
The problems we eliminate.
Arrangement details fall through the cracks — 40+ tasks per service
Arrangement agent tracks every detail: obituary drafting, flower orders, music selection, officiant coordination, and venue logistics
Vendor coordination is constant phone calls — florists, caterers, clergy
Vendor agent dispatches orders, confirms delivery times, collects invoices, and tracks completion for every service
Death certificate and permit paperwork delays services
Documentation agent pre-fills forms from intake data, tracks filing status with vital records offices, and alerts on outstanding items
Pre-need follow-up drops off — leads go cold
Pre-need agent maintains contact with prospects, sends educational content, and schedules consultations on a respectful cadence
Aftercare communication feels impersonal or doesn't happen
Aftercare agent sends personalized check-ins at 2 weeks, 1 month, 6 months, and 1 year. Connects families with grief resources.
Accounting and insurance assignment tracking is manual
Billing agent tracks insurance assignments, generates statements, and follows up on outstanding balances with sensitivity.
From intake to outcome.
First call received
Intake captures essential details with sensitivity. Transfer logistics coordinated. Initial paperwork started. Family consultation scheduled.
Arrangements made
Every detail tracked: casket selection, flowers, music, obituary, officiant, venue, reception. Vendors dispatched. Timeline confirmed with family.
Day of service
Final checklist verified. Vendor deliveries confirmed. Staff assignments distributed. Real-time coordination ensures nothing is overlooked.
Aftercare & follow-up
Thank-you notes sent. Death certificates tracked to completion. Aftercare check-ins scheduled. Insurance claims followed up. Family supported through the year.
17+ agents for Funeral Homes.
Every node below is an agent that runs on your TabTab hardware. Click a department or agent for details.
Answers arrangement inquiries with empathy and availability, 24/7.
Follows up on pre-need leads with personalized plan options.
Captures family details, schedules arrangements, assigns director.
Every agent above is buildable with a TabTab installation. Your 3-hour Bench onboarding gets you the first 6 agents. The community ships the rest.
Industry-specific intelligence.
Sensitive communication engine
All family-facing messages written with care and empathy. Tone adapts to context: arrangement phase is supportive, aftercare is gentle, billing is respectful.
Vendor network management
Maintains relationships with florists, caterers, officiants, musicians, and venues. Tracks preferences, pricing, and reliability for each.
Obituary assistance
Drafts obituary from intake information and family input. Formats for newspaper submission and online memorial pages.
Pre-need pipeline
Nurtures pre-need prospects with educational content about planning benefits. Tracks consultations, contracts, and trust-funded arrangements.
Ready to automate funeral homes?
17+ agents across 5 departments — configured, tested, and trained for your specific operation. One price. Full ownership. No monthly platform fees.