Free OpenClaw Skill for Funeral Homes: At-Need and Pre-Need Agent (Download)

What this skill does for your funeral homes

• Coordinates the at-need first call: family contacts, transport timing, vital statistics intake, clergy and venue confirmation, casket selection room scheduling.
• Runs the pre-need cadence: 30, 90, and 365-day follow-up on pre-need inquiries, NGL trust paperwork status, and informational seminar invitations.
• Audits every arrangement against the FTC Funeral Rule GPL disclosure requirements, with the itemized statement of goods and services drafted before the family signs.
• Owns the 12-month aftercare cadence: 7-day, 30-day, 90-day, 6-month, 12-month touchpoints with grief resources and personalized milestones.
• Tracks NFDA membership and state board renewals, embalmer continuing education, and FTC Funeral Rule training for the staff.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: funeral-at-need-and-pre-need
description: At-need and pre-need agent for funeral homes. Handles first-call coordination, arrangement conference prep, FTC Funeral Rule GPL audit, NGL pre-need cadence, 12-month family aftercare cadence, and state funeral board compliance tracking. Integrates with Passare, Frontrunner, Halcyon.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/funeral-homes
---

# OpenClaw Skill: Funeral Home At-Need and Pre-Need Agent

## Overview

This skill turns the OpenClaw agent into the coordination and compliance
layer for an independent funeral home or small group. It does not replace
the funeral director, the embalmer, or the licensed pre-need agent. It owns
the case coordination, the FTC Funeral Rule audit, the pre-need cadence,
and the family aftercare so the directors spend their time on the families
in front of them.

It is designed for homes handling 80 to 600 cases per year, on Passare,
Frontrunner, or Halcyon, with a pre-need partner on NGL Insurance or a
state-permitted trust.

The tone of every output respects the moment. The skill is built to support
the director's work, not to add marketing noise to a grieving family's
inbox.

## What this skill does

1. Coordinate the at-need first call and the arrangement conference prep
2. Audit every arrangement against FTC Funeral Rule GPL disclosure
3. Run the pre-need cadence: seminar follow-up, NGL paperwork status
4. Own the 12-month family aftercare cadence with personalized references
5. Track NFDA membership, state board renewals, embalmer continuing education
6. Compile the daily director-load balance across active cases

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 7 * * *"           # Daily 7am
    action: morning_case_review

  - type: heartbeat
    schedule: "0 14 * * *"          # Daily 2pm
    action: aftercare_cadence_pass

  - type: heartbeat
    schedule: "0 10 * * 1"          # Monday 10am
    action: weekly_pre_need_cadence

  - type: heartbeat
    schedule: "0 9 1 * *"           # 1st of month, 9am
    action: monthly_compliance_calendar

  - type: on_event
    event: pms.first_call_logged
    action: enter_at_need_coordination

  - type: on_event
    event: pms.arrangement_conference_scheduled
    action: prep_gpl_audit_and_materials

  - type: on_event
    event: pms.service_completed
    action: schedule_aftercare_cadence

  - type: on_event
    event: pms.preneed_seminar_attended
    action: enter_pre_need_cadence
```

## Workflow: at-need first call

When the first call comes in (24/7 phone, hospital referral, hospice
referral), the skill:

1. Logs the family contact, the deceased name, the location of death, and
   the transport requirements
2. Confirms transport timing and routes the livery (in-house or contracted)
3. Drafts the family's call-back from the on-call director with the
   immediate next-step language
4. Begins the vital statistics intake (place of birth, parents' names,
   social security number, military service, occupation, education)
5. Schedules the arrangement conference in the next 24-48 hours per family
   preference
6. Routes every family-facing message to the on-call director for sign-off

The first call is the most sensitive moment. The skill is set to high-touch
human review for at least the first month of running.

## Workflow: arrangement conference prep

Before the arrangement conference, the skill:

1. Compiles the family's vital statistics intake progress and flags gaps
2. Pulls the current GPL and the casket and outer burial container price
   lists
3. Drafts the conference agenda: certificate filing requirements, service
   timing, location options, clergy availability, casket and merchandise
   selection, payment options
4. Pre-stages the casket selection room and the merchandise display per the
   family's stated preferences
5. Drafts the itemized statement of funeral goods and services template
   ready for the director to populate during the conference

## Workflow: FTC Funeral Rule GPL audit

The FTC Funeral Rule (16 CFR Part 453) requires:

- General Price List (GPL) provided in person at the start of any
  arrangement discussion
- Casket Price List provided before showing caskets
- Outer Burial Container Price List provided before showing containers
- Itemized Statement of Funeral Goods and Services Selected delivered before
  the family pays
- Telephone price quote disclosure on phone inquiries about price

The skill audits every case for compliance with these. If a step is missing
or unclear in the case notes, the skill flags it before the family signs.
The funeral director makes the final compliance call; the skill is the
audit layer.

## Workflow: pre-need cadence

For pre-need prospects (seminar attendees, walk-in inquiries, referral):

- Day 0 (seminar attendance): thank-you with informational materials
- Day 7: follow-up with the pre-need brochure and the family-record packet
- Day 30: gentle check-in offering a no-obligation review meeting
- Day 90: seasonal touch (holiday remembrance, awareness month)
- Day 365: annual update; renew the conversation if appropriate

For active pre-need paperwork (NGL or trust):

- Application sent: 5-day check-in on family questions
- Underwriting received: prompt for any missing documentation
- Policy issued: confirmation and family-record-update appointment
- Funded: thank-you and the annual review cadence

The skill is not licensed to sell pre-need. The licensed agent at your firm
runs the actual sale.

## Workflow: 12-month aftercare cadence

After every service, the aftercare cadence runs for 12 months:

- Day 7: hand-written-style thank-you for trusting the home
- Day 30: grief resource share with a personalized reference to the
  deceased (something specific from the service or the obituary)
- Day 90: anniversary-of-death seasonal touch with a community grief group
  list
- Day 180: 6-month check-in with the option of a one-on-one director call
- Day 365: 1-year remembrance with the home's memorial service invitation
  and a personal note

The tone is muted, never sales-y. Families who indicate they want no
further outreach are removed from the cadence immediately and permanently.

## Workflow: monthly compliance calendar

Every month the skill compiles:

- Director and embalmer license renewals due in the next 90 days
- Continuing education hours completed vs required by state
- NFDA membership renewal status
- FTC Funeral Rule training due for staff
- State pre-need trust reporting due dates (varies by state)
- Cemetery and crematory partner license check

The compliance digest goes to the funeral director with the operations
director (if separate) CC'd.

## Memory keys

```yaml
memory:
  - key: funeral.case_state[{case_id}]
    description: At-need case state
    schema: { deceased_name: string, director_assigned: string, status: string, service_date: date, gpl_audit_status: string, vitals_complete_pct: number }

  - key: funeral.family_profile[{family_id}]
    description: Family contact profile and consent
    schema: { primary_contact: string, contact_consent_aftercare: bool, contact_consent_preneed: bool, last_contact: date }

  - key: funeral.preneed_state[{prospect_id}]
    description: Pre-need cadence stage
    values: [seminar_attended, brochure_sent, review_scheduled, paperwork_active, policy_issued, funded, dormant]

  - key: funeral.aftercare_state[{family_id, case_id}]
    description: Aftercare cadence stage
    values: [day_7, day_30, day_90, day_180, day_365, complete, opted_out]

  - key: funeral.compliance_calendar
    description: Director, embalmer, and home-level compliance dates
    schema: { directors: object, embalmers: object, nfda_renewal: date, state_preneed_reporting: date }
```

## Message templates

```yaml
templates:
  first_call_director_callback_brief:
    channel: slack
    body: |
      FIRST CALL
      Family: {family_primary_contact_name}
      Deceased: {deceased_name}
      Location of death: {location}
      Transport routed: {livery_status}
      Family preference for callback: {preferred_time}
      Faith / cultural notes: {notes}
      Conference proposed: {conference_proposed_window}

  vital_statistics_intake_request:
    channel: email
    body: |
      Dear {family_primary_contact_name},

      Thank you for trusting our home. To complete the certificate filing
      for {deceased_first_name}, I have a few details we still need. No
      rush; reply when you are ready or call us any time.

      Place of birth: __________
      Father's full name: __________
      Mother's maiden name: __________
      Social security number: __________
      Military service (branch, years): __________
      Occupation: __________
      Education (highest level): __________

      {director_first_name}, {home_name}

  aftercare_day_30:
    channel: email
    body: |
      Dear {family_primary_contact_name},

      It has been a month since we said goodbye to {deceased_first_name}.
      I wanted to write and say we are thinking of you, and of the way
      {personalized_reference_to_service_or_obituary}.

      If at any point you would like to talk, or if you would like
      information on grief support groups in our community, I am one
      phone call away.

      {director_first_name}, {home_name}

  preneed_seminar_thank_you:
    channel: email
    body: |
      Dear {prospect_first_name},

      Thank you for spending an hour with us today. The materials we
      reviewed are linked here for your reference: {materials_link}.

      If you would like to schedule a no-obligation review meeting to
      talk through any of it with your family present, just reply or
      call us at {home_phone}.

      Either way, thank you for thinking about this in advance. It is
      one of the kindest things a person can do for their family.

      {director_first_name}, {home_name}

  gpl_audit_flag:
    channel: slack
    body: |
      GPL AUDIT FLAG
      Case: {case_id} ({deceased_name})
      Director: {director_name}
      Missing step: {missing_step}
      Action needed: {recommended_action}

      Family signs at: {arrangement_conference_time}
```

## Required integrations

| Integration                | Purpose                                       | Read | Write |
|----------------------------|-----------------------------------------------|------|-------|
| Passare                    | Cases, families, GPL, merchandise             | yes  | optional |
| Frontrunner Professional   | Cases, tribute, family portal                 | yes  | optional |
| Halcyon                    | Cases, financials, merchandise                | yes  | optional |
| NGL Insurance              | Pre-need paperwork status                     | yes  | no    |
| State pre-need trust API   | State-permitted trust status (where used)     | yes  | no    |
| Email provider             | Family email + director digests               | no   | yes   |
| Twilio (or similar)        | Family SMS (consent-gated)                    | no   | yes   |
| Slack                      | Director and operations alerts                | no   | yes   |
| OpenClaw Memory            | Cross-run state                               | yes  | yes   |
| OpenClaw Heartbeat         | Scheduled triggers                            | yes  | yes   |

Write-back to the management software starts disabled. Most homes flip
writes on after two weeks for low-risk fields (aftercare cadence-stage
tags, compliance calendar entries).

## Compliance notes

FTC Funeral Rule (16 CFR Part 453) compliance is the funeral director's
responsibility. The skill is an audit and drafting layer. It flags missing
GPL disclosure steps in the case notes; it does not replace the in-person
delivery of the GPL or the directors' professional judgment.

State funeral board compliance (California Cemetery and Funeral Bureau,
Texas Funeral Service Commission, others) requires licensed practitioners
for embalming, arrangements, and pre-need sales. The skill is a calendar
and audit layer; the director maintains the underlying licensure.

NFDA (National Funeral Directors Association) membership is optional but
the skill tracks the renewal date if the home is a member.

For pre-need, the skill is not licensed to sell. The licensed agent at the
home runs the actual sale and the trust funding.

For aftercare, family consent controls everything. Families who opt out of
contact are permanently removed from the cadence.

## Configuration

```yaml
config:
  home_name: "Your Funeral Home"
  state: "CA"                                  # for the right board and statute references
  management_software: "passare"               # or "frontrunner", "halcyon"
  preneed_partner: "ngl"                       # or "state_trust"
  directors:
    - id: "director_1"
      first_name: "Hangal"
      license_state: "CA"
      license_renewal: "2027-06-30"
  embalmers:
    - id: "embalmer_1"
      first_name: "Chen"
      license_state: "CA"
      license_renewal: "2026-12-31"
  aftercare_cadence_days: [7, 30, 90, 180, 365]
  preneed_cadence_days: [0, 7, 30, 90, 365]
  ftc_funeral_rule_audit: true
  approval_mode: director_approves_all         # high default; never autonomous on at-need
  family_aftercare_consent_required: true
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv funeral-homes.md ~/.claude/skills/funeral-at-need-and-pre-need.md
# Edit the config block to match your home
```

Launch OpenClaw and the skill is live. Run `morning case review` or
`aftercare cadence pass` to invoke it on demand, or wait for Heartbeat to
fire on the configured schedule.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your
specific management software, pre-need partner, state funeral board calendar,
and family-voice on a fixed-price two-week clock, with the founder writing
every line of the build, the door is at https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded funeral-homes.md as ~/.claude/skills/funeral-at-need-and-pre-need.md (or scope it per location in your project-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Wire in your management software and GPL

   Edit the integrations block to point at your Passare, Frontrunner, or Halcyon instance. Load your current General Price List (GPL) and your pre-need partner (NGL Insurance or your state-permitted trust provider). Read access on cases, families, and inventory is enough for the first two weeks.

3. 3

   Launch in approval mode, validate, then move to autonomous

   Start with the funeral director approving every family-facing message and every pre-need outreach for the first two weeks. The skill defaults route any at-need first call, any arrangement conference, and any pre-need conversation requiring trust paperwork to a human. After two weeks, the routine aftercare cadence and the seminar invitation outreach flip to autonomous.

Example conversation

Common questions

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