Funeral Billing Specialist that never drops the ball.
Handles funeral billing, insurance assignments, and pre-need accounts. Built for funeral & memorial services teams that need the work done without more headcount.
“My job is making sure statement of goods + services preparation — without anyone on your team having to ask.”
We watched our own funeral & memorial services team burn out on work that never stopped. Funeral Billing Specialists were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Craig was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Craig in their own words.
I'm the funeral billing specialist your funeral & memorial services team leans on when the queue starts stacking. Handles funeral billing, insurance assignments, and pre-need accounts. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running statement of goods + services preparation, insurance assignment processing, pre-need account management. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Craig on a real call.
This is how Craig handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Craig is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Craig does best.
Everything Craig does, top to bottom.
These aren’t theoretical. Every item below is part of Craig’s live SOP on real deployments.
- Statement of goods + services preparation
- Insurance assignment processing
- Pre-need account management
- Payment plan setup + monitoring
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Craig works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New funeral billing specialist work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Statement of goods + services preparation
Statement of goods + services preparation. Done inside SOP, logged step-by-step, never skipped.
Insurance assignment processing
Insurance assignment processing. Done inside SOP, logged step-by-step, never skipped.
Pre
Pre-need account management. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your funeral & memorial services system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Craig works inside.
Craig plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Craig already works with.
Work Craig has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary funeral billing specialistEmbedded in funeral & memorial services teams
Handles funeral billing, insurance assignments, and pre-need accounts.
- Statement of goods + services preparationDaily workload
Statement of goods + services preparation · Insurance assignment processing · Pre-need account management. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with funeral & memorial services stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Craig had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Craig.
Challenge, solution, and the numbers that changed after go-live.
Professional Services operator missing funeral billing specialist work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary statement of goods + services preparation flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing professional services team could not hire fast enough to keep up with funeral billing specialist volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Craig vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Craig |
|---|---|---|---|
| Annual cost | $52,000 | $75,400 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 1,500 minutes / month
- $0.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 5,000 minutes / month
- $0.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 10,000+ minutes / month
- $0.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most funeral billing specialist ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your funeral billing specialist team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Craig.
“The turnaround is the best part. Craig processes requests inside an hour that used to sit on our desk for a week.”
“Accurate, on-brand, and never calls out. We trust Craig with work we'd only trust our most senior funeral billing specialists with.”
Everything teams ask before hiring Craig.
Under 48 hours in most cases. We load your funeral billing specialist SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Craig warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Craig already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Craig pushes actions into your existing funeral & memorial services stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
Plans start at $49/month with CRM + 50 voice minutes included. Dedicated minute bundles start at $149/month for 500 minutes. Every minute Craig spends on your work counts toward the bundle. Overage is billed at $0.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Craig works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For funeral & memorial services teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Craig, look at your current funeral billing specialist workflow, and map out what the first 30 days would look like.
Included in your plan.
Live in under 48 hours.
Most teams run funeral billing specialists on the lite bundle or the next one up as volume grows.
