1. The Referral: Your Director introduces your "In-House Aftercare Specialist" during the arrangement.
2. The Virtual Concierge: We handle 100% of the CPP, Service Ontario, and estate notifications via our proprietary system.
3. Revenue Capture: We ensure your firm collects and keeps the administrative documentation fees.
4. Pre-Need Handoff: We identify high-intent family members and bridge the gap to your sales team (or your next seminar).