MiMS has an exceptionally extensive and easy-to-use Pre-Need Module. You can enter the same information for pre-needs that you can for at-need cases. Changing a pre-need to an at-need is handled quickly with just a click of the mouse.
- MiMS will automatically place "PN" at the beginning of all Pre-need cases for you.
- After entering in as much information as you would in the pre-need area, if there is any other information you would like to add, like known survivors, or the merchandise the beneficiary desires, etc simply click on the “Additional Information” button and then enter in anything else desired to be entered.
Beneficiary Information
The Beneficiary Information tab stores the date you met with the pre-need and basic information about the beneficiary of the policy.
Since the beneficiary of the pre-need policy is the person that will eventually pass away the system will automatically fill in the decedent information on the deceased tab of additional information for you with the information typed onto this tab.
Purchaser Information
The Purchaser Information tab is for storing information on the purchaser of the pre-need policy; this can be the same person as the beneficiary.
In the event the pre-need purchaser is not the decedent, the system will automatically fill in the person entered as the pre-need purchaser as the informant on the informant tab in the additional information area. The system does this for you because it is assuming that this pre-need purchaser will likely be the informant when the pre-need becomes an At-need.
Alternate Person
The Alternate Person tab is for storing basic information on whom the alternate person is that should be notified on anything regarding the pre-need.
Agreement Type
The Agreement Type tab is designed for noting what type of agreement was made when creating the pre-need account. This tab is also used for entering in any initial deposit amount the pre-need supplies, any future payments received on the pre-need account, and any interest received on the pre-need account.
Depository Information
The Depository Information tab is for storing information regarding where the money for the pre-need has been stored.
Funeral Home Information
The Funeral Home Information tab is for storing the information on the funeral home that did the pre-need arrangements. This funeral home does not have to be the same funeral home as when the case becomes an Atneed.
Since in most cases the funeral home used on this tab is the same funeral home as when the case becomes an Atneed case, the system will automatically fill in the Funeral Home tab in the additional information area for you with the same information.
Changing Pre-Needs to At-Needs
To convert a pre-need to an At-need all you have to do is go into “Additional Information” and then click on the “Change to At-need” button.
If you have not already entered in a date of death the system will ask you to do so. Once the date of death has been entered you will be asked for the new At-need case id for the case.
After a case has been converted to an At-need the pre-need side of the case remains in the system attached to the now At-need. This makes it so that if you wish to or need to review information regarding their information when they were a pre-need.
When a case has been converted to an At-need a new box will appear on the pre-need side of the case displaying the At-need case id and the date of death.
