Link Is a Fintech Funding & Document Management Platform That Helps Fund Funeral Homes at Scale

The Problem

Accurately verifying insurance polices for funding purposes can be a time consuming, messy process. Link receives claims & reassignment forms from funeral homes, and verifies this information before funding policies.

Managing these documents can be difficult, time consuming, and prone to errors if not done efficiently.

The Solution

We built a cloud-based system that manages the document verification process, including a system that automatically generates PDF signing combined with digital signatures.

Each of Link’s funeral homes has their own customized portal that enables them to submit real-time requests for verification. Once verified, Link is able to report on who their best clients are, and efficiently track the documents as they flow through the verification process.

We also focused on helping select a platform that empowers the the Link back office team to administer their funeral homes efficiently, thist includes:

  • Custom client portal
  • Automatic PDF document generation
  • Reporting & payment tracking
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