Trusted by funeral homes & preneed organizations across North America
Every AI coaching platform built for car dealerships, SaaS sales, or home services misses the unique reality of what your team does. Vigil is built from the ground up for funeral professionals, with knowledge of every aspect of the at-need and preneed conversation.
You train your team. You set the standard. But once the door closes, you have no idea what's actually being said to the families you serve.
Grieving families, emotional conversations, and the complexity of arrangement decisions cause even experienced directors to skip critical steps — and you never know it happened.
The FTC Funeral Rule requires directors to offer the GPL and provide itemized pricing. If your directors aren't doing it, you're exposed — and you can't verify without recording.
With agents spread across the country, regional managers have no visibility into what's actually being said in preneed appointments — missed disclosures, skipped talking points, and inconsistent presentations.
Pre-need referrals for surviving spouses, memorial products, and additional services are worth thousands per arrangement — but only if your directors remember to bring them up consistently.
"Vigil gives you eyes and ears in every room — without being there."
Directors and preneed agents open the Vigil app on their phone and tap Start. The app records the room, transcribes in real-time, and begins scoring against your custom script — automatically.
Vigil's AI listens to every word, checks compliance against your script, flags missed talking points in real-time, detects empathy and tone, and identifies revenue opportunities the moment they're missed.
After every call, directors receive personalized coaching. Owners and managers see every conversation in their dashboard — team trends, individual scores, compliance flags, and coaching actions.
Give your funeral directors the coaching they need before a manager can step in. Real-time guidance, post-call feedback, and a complete record of every family interaction.
"Director Davis led the opening beautifully. Focus coaching on FTC compliance — GPL must be offered before any pricing discussion. Also note the pre-need opportunity: surviving husband is 71."
With agents across the country, you can't attend every appointment. Vigil gives you complete visibility — every call, every agent, every market — and the coaching infrastructure to improve at scale.
Vigil gives owners and managers the visibility, consistency, and coaching infrastructure that single-location firms and large groups alike have been missing.
When directors skip vault presentations, forget memorial merchandise, or miss pre-need referrals to surviving spouses, you lose $1,500–$3,500 per arrangement. Vigil catches every missed opportunity in real time and post-call.
FTC enforcement actions have resulted in fines up to $50,000 per violation. Vigil documents that GPL was offered, itemized statements were given, and embalming disclosures were made — every single arrangement, automatically.
New directors take 18–24 months to reach full proficiency. Vigil's real-time coaching and post-call feedback compresses that to 6–9 months — and lets you hire on character knowing Vigil will train the technique.
AI sentiment analysis surfaces when families feel rushed, confused, or unheard. Owners see family satisfaction trends correlated to specific directors — and intervene before they become Google reviews.
After every arrangement, Vigil auto-drafts personalized thank-you letters, 30/60/90-day check-ins, and one-year anniversary cards using details from the actual conversation. Approve and send — or fully automate.
Your top director's best handling of a price objection becomes a training clip every other director can learn from. Build an institutional knowledge base from your team's real conversations — searchable by topic.
When a family mentions military service, Vigil immediately prompts the director to discuss VA burial allowance, presidential memorial flag, military honors, and Veterans Administration eligibility. Never miss honoring service.
Whether you own 2 chapels or 40, see performance by location, region, and director in a single dashboard. Identify your top performers, your struggling locations, and your training gaps at a glance.
When a new director has a hard call, you can listen in real time from your office and send them a private coaching prompt that appears on their phone. Mentorship at distance — without intruding on the family.
Whether you run 10 agents in one state or 200 across the country, Vigil gives regional managers complete visibility and coaching infrastructure — the way it should have always been.
Your top agents have proven scripts. Your bottom agents have improvised versions. Vigil scores every appointment against the approved presentation and shows you exactly where each agent drifts.
Each state has unique preneed disclosure requirements — Texas requires different language than Florida, California, or New York. Vigil auto-applies the right script and flags missed disclosures based on where the appointment happens.
From Funeral Planning Center lead through first call, follow-up appointment, and closed plan — see your entire pipeline with conversion rates at each stage by agent, territory, and lead source.
Track close rates, average plan value, and policy persistence by carrier — Security National Life Insurance. See which products your agents place best and where carrier-specific objections come up.
"I need to think about it." "My spouse needs to be involved." "We already have something in place." Vigil catalogues every objection across your team — and surfaces how your best agents handle each one.
Every agent's preneed and insurance licenses, expiration dates, and continuing education requirements — by state. Get alerts 60 days before expiration so no agent gets caught operating without proper licensure.
Onboarding mode walks new agents through every step of the appointment with real-time prompts and post-call coaching. What used to take 90 days to learn is now learnable in 30 — with consistent quality from day one.
Compare territories — close rate, average plan value, lead efficiency, time-per-appointment. Reassign leads to higher performers, identify under-served markets, optimize your geographic strategy.
After every appointment, Vigil drafts personalized follow-up messages referencing what the family actually shared. Agents approve and send in seconds — instead of forgetting for three days and losing the relationship.
The arrangement isn't the end of the relationship — it's the beginning. Vigil's aftercare engine uses what was actually said in the arrangement room to automatically draft and schedule meaningful touchpoints for the full year and beyond.
Because Vigil records the arrangement conversation, it can do something no other platform can — draft obituaries, narrate tribute videos, and personalize memorial pages using the actual words the family said about their loved one.
After the arrangement, Vigil's AI reads the transcript and drafts a complete obituary — using the exact stories the family told you. Mom's garden. Dad's Air Force years. The grandkids he watched grow up. It captures the voice and the love, instantly.
Robert "Bob" Henderson
November 14, 1943 — May 8, 2026
Robert "Bob" Henderson, of Cedar Falls, passed away peacefully on May 8th surrounded by the family he built and loved. He was 82.
Bob spent thirty-four years at John Deere, where he could fix anything with a wrench and a steady hand — a trait his three sons say they're still trying to inherit. He met Margaret at a church potluck in 1968, and she will tell you, with a small smile, that he proposed before she knew his middle name.
[Continues with Vietnam service, his garden, the grandkids, his Sunday breakfasts...]
Families upload 30 photos. Vigil's AI generates a 6–10 minute tribute video — with captions, music, and pacing drawn from the stories shared in the arrangement room. Director approves. Family cries the good kind of tears.
Every arrangement gets a beautiful memorial page — auto-built from the obituary, the photos, the tribute video, and the stories the family shared. Friends and family contribute memories on the Memory Wall. AI moderates everything so nothing inappropriate ever gets through.
November 14, 1943 — May 8, 2026
Families bring you a faded 1952 wedding photo. Vigil restores it in 8 seconds — color, sharpness, scratches, missing corners. Used in the tribute video, the obituary, and printed for the service.
One-tap live stream for any service. Auto-recorded, auto-archived to the memorial page, no extra hardware. Family overseas? They're there. Permanently.
Service folders, prayer cards, register books, acknowledgment cards — auto-designed from the obituary and photo. Print on-demand through our fulfillment partner or your local printer.
With Vigil, every piece of the Family Care Suite is included in your plan — because we already have the conversation. We're not generating from a blank page. We're writing from the family's own words.
See pricing →Move the sliders to see the conservative annual recovery, based on average customer outcomes.
Live, on-screen prompts guide directors and agents through critical script moments without disrupting the conversation — like having your best manager whispering in their ear.
Build your arrangement room and preneed scripts exactly how you want them. Set required items, preferred items, and custom standards for each location or market.
See every director and every agent — their scores, trends, compliance rates, and top coaching opportunities. Filter by location, date range, or product type.
Every word, indexed and searchable. Find every time a specific objection was raised, a product was mentioned, or a compliance item was skipped — across your entire history.
Automatic tracking of FTC Funeral Rule requirements and state-level preneed licensing disclosures. Compliance reports available for any audit or review.
Designed for funeral home groups with multiple chapels and preneed operations with agents across many states. Manage every team from one dashboard.
Review calls, leave timestamped coaching notes, send feedback directly to directors and agents, and track improvement over time — all in one place.
Family data is encrypted at rest and in transit. Recordings are stored with strict access controls. Families are informed of recording as required by applicable law.
Syncs with leading funeral management software including Tribute Technology, SRS Computing, FROG, and others — auto-populate call notes and arrangement details.
Directors and agents already have phones in their pockets. Vigil works exactly the way they expect — one tap to start, invisible while you serve the family, intelligent the moment the call ends.
Recording-consent law, preneed regulator, cremation waiting period, death certificate filing window, state funeral board — auto-applied to every conversation Vigil records.
Sources: Reporters Committee for Freedom of the Press (recording consent), 16 CFR Part 453 (FTC Funeral Rule), state insurance commissioners (preneed regulation), state funeral service boards. Last reviewed 2026-05-13. Vigil's compliance engine updates within 14 days of any state regulatory change.
Funeral homes record more than most people realize — every arrangement, every preneed appointment, every service. Vigil is architected so that volume is never your problem.
The mobile app records and stores everything locally first, encrypted with AES-256. No signal at a rural farmhouse preneed call? No problem. The recording continues. Uploads resume automatically when the phone reconnects to WiFi or cellular. Zero data loss, ever.
Audio uploads in 5MB chunks. If a chunk fails, only that chunk retries — not the entire 90-minute arrangement. A two-hour preneed call survives an elevator, a tunnel, a parking garage, a flaky LTE tower. The upload picks up exactly where it left off.
Hot: recent 90 days, instant playback. Warm: 90 days to 2 years, <1-second retrieval. Cold archive: 2+ years, ~30-second restore. All speech-optimized Opus codec — a 90-minute arrangement is only ~21 MB. A firm doing 500 arrangements a year stores 10 GB. Trivial. Vigil scales to PB-class without breaking a sweat.
Your director ends the call. The app shows the coaching card in <5 seconds. Behind the scenes, transcription, scoring, FTC flag detection, and family-care drafts (obituary, thank-you letter) run on a parallel queue. The mobile app never blocks and never waits.
Every recording is replicated across three U.S. availability zones. Daily snapshots to a fourth region. Disaster recovery target: RPO < 15 minutes, RTO < 4 hours. If an entire AWS region disappeared tomorrow, your firm's data wouldn't.
Defaults aligned to each state's record-keeping requirements and your firm's policy. Owner-controlled. Keep arrangements 2 years or 10 years. Auto-purge expired recordings. Legal-hold any case under review — locked from auto-deletion until you release it.
Storage capacity is never your concern, never a limit on your plan, never a reason a recording fails. Audio quality is speech-optimized for transcription accuracy without bloating storage. Family-care assets (tribute video photo libraries, AI-generated obituaries) follow the same chunked-upload + tiered-storage model.
You're entrusted with families at their most vulnerable. Vigil treats that responsibility with the same seriousness you do — and gives you the documentation to prove it.
| Capability | VIGIL AI | Status Quo (Manager ride-alongs) |
Generic Recorders (Otter, Rev, etc.) |
Generic Sales AI (Gong, Chorus) |
|---|---|---|---|---|
| Records every arrangement & preneed call | ✓ | ✗ | ✓ | ✓ |
| Understands FTC Funeral Rule | ✓ | depends | ✗ | ✗ |
| 50-state preneed compliance disclosures | ✓ | ✗ | ✗ | ✗ |
| Veterans benefits recognition | ✓ | manual | ✗ | ✗ |
| Real-time coaching during call | ✓ | ✗ | ✗ | limited |
| Casket / vault / merchandise tracking | ✓ | ✗ | ✗ | ✗ |
| Preneed insurance carrier knowledge | ✓ | manual | ✗ | ✗ |
| Aftercare automation (anniversary, etc.) | ✓ | ✗ | ✗ | ✗ |
| FMS sync (Tribute, SRS, FROG) | ✓ | ✗ | ✗ | ✗ |
| Religious & cultural awareness | ✓ | depends | ✗ | ✗ |
| Scalable across 50+ locations | ✓ | ✗ | limited | ✓ |
One place to see every call, coach every team member, and track progress over time — whether you run one chapel or forty.
All plans include the mobile app, AI transcription, and the coaching dashboard.
+ one-time $199 white-glove onboarding ·
For funeral homes who write all preneed exclusively through Security National Life.
For funeral homes using mixed preneed carriers or no preneed program yet.
Get StartedFor large funeral home groups and national preneed programs (10+ locations).
Contact SalesSomeone from our team flies out. We sit with your directors, your agents, your office manager — and we don't leave until everything is recording, scoring, and coaching exactly the way you want it. This is not a Zoom call.
If your team isn't recording and scoring conversations within 14 days of our on-site visit, we refund your onboarding fee in full. We've done this enough times to know it works — but we'll put it in writing.
A 4-generation family business operating four chapels across central Texas. Owner Robert Bellingham was concerned that newer directors were under-presenting merchandise and missing pre-need referral opportunities.
Regional VP Jennifer Morse oversees 47 preneed agents across 8 states. Inconsistent script adherence and missed state disclosures were threatening their relationship with key funeral home accounts.
A single-location independent firm. Owner Tom Kuzniak knew his two newer directors weren't presenting the full merchandise selection but couldn't be in the arrangement room himself for every call.
"I finally know what's happening in my arrangement rooms. We had directors missing the GPL presentation consistently — I had no idea. Vigil caught it in the first week. That alone kept us out of legal trouble."
"Our preneed agents improved from 67% to 94% script compliance in 60 days. I can review 40 appointments a week in an hour instead of riding along with every agent. The ROI is not even close."
"Our average arrangement value went up $2,100 in the first six months. Directors were forgetting to present half our merchandise. Now they get a coaching prompt. It's like having me in every room."
Vigil pushes call summaries, arrangement details, and compliance reports into your existing funeral management software. No double entry. No retraining.
Need a custom integration? Vigil's API is available on Enterprise plans.
Whether or not you use Vigil, we make these resources available because better-trained funeral teams serve families better.
Book a 30-minute demo and see how Vigil works for funeral homes and preneed operations just like yours.
No credit card required · Setup in under 15 minutes · Cancel anytime