The Paperless Funeral Home

100% focus on care & delivery of services

Dawn Hott, National Account Manager

A long history of service

95% in business 5 years or longer

The average funeral home in business >60

years

A wide range of service offerings Perform an average of 182 services a year

37% operate 2 to 4 additional locations

>8% also own / operate cemeteries

99% offer preneed counseling

70% offer insurance products

22% offer trustsSource: NFDA

Overview

Examine funeral industry records & issues that: ... reduce your ability to easily service customers ... increase your cost of doing business ... could put your business at risk

Impact of records management on cost/quality of service

Industry best practices - options & examples

Benefit of addressing these sooner vs. later

General Q&A

Common Records Management Issues:

Management of paper in and out of your business office: At-need arrangements Pre-need checklist Trust agreements Vendor invoices Credit contracts Licenses & permits Staffing & HR forms

All of these things impact your business: Impede your ability to seamlessly attend to client needs Increase your cost of servicing clients Pose an increased risk to business continuity

Burden of Paper Records

90% of all the pages that get handled each day in the

average office are merely shuffled.

The average document gets copied 19 times.

7.5 percent of all documents get lost, 3 percent of the

remainder get misfiled.

Professionals spend 5-15 percent of their time reading

information, and up to 50 percent of their time looking for

it.

Source: Environmental Studies @ Berkeley Labs

The Basics of eBridge Document Management

Provide the capability to: Capture/Scan Index Securely store Retrieve, View & share (email, print, etc.)

All hosted at our 24/7 data center Available anywhere anytime Private, access controlled and audited by user Safe from fire, flood or other disasters

eBridge Sample Screen – Adding a Document

eBridge Sample Screen - Search

eBridge Sample Screen – Records Retrieval

Impact on Delivery of Service

Instant access to contracts any time – day or night

Faster answers to genealogy calls

Makes sharing documents between locations

easier

Makes audits easier

Increases compliance

Savings to Your Business

Money

Time Less time filing & re-filing Access while on phone Access from anywhere Search using indexes Share without ever printing

again

Industry best practices - options & examples

Industry adoption of technology Planning tools Electronic forms Electronic records management

Over a dozen funeral homes & cemeteries use

eBridge Farley Funeral Home Butler Funeral Home Anderson-McQueen Curlew Hills Funeral Home & Cemetery

Benefit of addressing these sooner vs. later

Protect an irreplaceable asset of your business

Capture all new documents starting tomorrow

Ensure compliance with industry guidelines, etc. Local, state and federal laws for death care industry Operations Safety - OSHA Department of Labor Transportation Security Administration regulations Americans with Disabilities Act Plus all the HR-related privacy & reporting

requirements A growing list of consumer protection legislation

How does eBridge compare? Total Cost of Ownership

Significantly easier to deploy and maintain Transparently integrates into existing network

infrastructure One central repository for all paper files – at-need,

preneed and corporate records Provides security & peace of mind Market-proven within the funeral & death care industry Enhances efficiency of all office operations Complete Solution Robust Security

QUESTIONS?DAWN HOTT

DHott@eBridgeSolutions.com

813.849.6067 X 324