Skip to main content

Preneed insurance, inside your platform

Before is a preneed insurance platform built for funeral homes. We handle the parts of a sale that are hard to get right: picking the right product and carrier for the family, the health and eligibility questions, pricing, every signature, and the paperwork that goes to the carrier. You add one button. The rest happens in a Before window that opens over your page, and your platform hears back when the policy is signed and issued.

A user sells a policy from their CRM, then the CRM hears back from Before.

What this means for you and the funeral homes you serve:

  • One button, no new tab. Users never leave your platform, re-enter the family's details, or learn another system.
  • You send what you know. Names, dates of birth, contact details and the arrangement your software already holds are filled in before the user starts.
  • Before carries the compliance. Licensing, carrier rules, disclosures and e-signatures are ours to get right, not yours.
  • Your records stay current. Every milestone, from signed to issued, is reported back so the case in your system reflects the policy.

A working integration takes a developer about a day, most of it on your side of the data. Keep reading for how the pieces fit, or jump to the Quickstart.

How it fits together​

Your server talks to the Before API; your page hosts the wizard; Before calls your server back.

  1. Your server opens a session. POST /v1/partner/sessions with the selling user's API key, your own reference for the sale and anything you already know about the family. Before finds or creates the sale as that user and returns a short-lived session_token.
  2. Your page opens the wizard. Load before.js and call Before.open({ token }). The user finishes the sale in a modal; you get onComplete when it goes out for signature and onExit when they close it.
  3. Before tells you what happened. Signed webhooks report sale.signed, sale.submitted, policy.issued and sale.declined, and GET /v1/partner/sales/:id reads the sale at any time.

You never rebuild the sale flow, and nothing you store about the family has to match Before's internal data model: prefill uses plain business terms.

Get access​

Before onboards each partner personally. Email hello@before.com to get started. Onboarding gives you access to the Before Partner Portal, where you manage the integration yourself:

  • API keys, one per selling user at each funeral home you serve, per mode. The key decides who the sale is attributed to. See API keys.
  • Embed origins, the pages allowed to open the wizard. See Embed script.
  • Webhook endpoints, the HTTPS URLs that hear about outcomes, with a log of every delivery. See Webhooks.

The same address is the place for help with your setup.

Next steps​