The FTC Funeral Rule hasn't changed since 1984, but enforcement has. A single missing disclosure on a General Price List can mean $50,000+ per violation, per day. Independent funeral home owner-directors handle 150-300 cases per year — each generating mandatory itemized statements, insurance assignment paperwork, and compliance documentation — without a compliance department. This is the compliance brain that fills that gap. ## What's included - **GPL audit** — every General Price List checked against all 15 required FTC Funeral Rule categories (§ 453.2); violations flagged with regulation citations and corrected language drafted - **Statement of Funeral Goods + Services Selected (§ 453.3(b))** — properly structured per case with required embalming disclosures, cash advance itemization, outer burial container disclosures - **Insurance assignment tracking** — authorization forms, verification calls, claim submissions, payment status across every open case - **Preneed inquiry follow-up** — every Monday at 9 AM, the weekly list of preneed leads due for follow-up generated automatically - **Aftercare milestone calls** — Day 7, Day 30, 6-month, 1-year on every case; the family touch points that distinguish well-run independent funeral homes from corporate operators - **Insurance claim aging** — claims pending more than 30 days surfaced weekly with escalation language - **Casket + outer burial container disclosure** — required-text checking, alternative container option language built into the GPL - **Embalming disclosure** — "embalming not required by law except in certain cases" language verified on every relevant document - **Compliance audit trail** — every document version, every disclosure, every signature page for FTC enforcement inquiry or attorney general investigation ## Limitations - **Not a funeral home CRM** — SRS Computing, Aldor, OSIRIS track who called + scheduled; this is the compliance layer (what you're doing is legal, documented, defensible) - **Not a casket / merchandise sales system** — pairs with your existing pricing structure - **Not legal counsel** — flags Funeral Rule violations + drafts corrected language; complex FTC investigations or state board complaints need a funeral law attorney - **Not state-board specific** by default — covers federal Funeral Rule; state-specific requirements (PA, NJ, CA pre-need + cremation rules) add as custom checks - **1-3 location scope** by default — larger chains should evaluate enterprise compliance software ## Best fit Independent funeral home owner-directors running 1-3 locations and handling 150-300 cases/year without a dedicated compliance department. Especially valuable for owner-directors who took over from a parent or previous owner and inherited a GPL that hasn't been reviewed against current Funeral Rule guidance — the GPL audit alone typically catches 3-7 disclosure gaps that are $50K/day exposure each in a coordinated FTC sweep. One avoided violation pays for the rest of your career.
Rent Funeral Home FTC & GPL Compliance Manager on AnyAIAgent →
Powered by AnyAIAgent — rent pre-built autonomous AI agents instead of configuring Claude Code, Codex, or OpenClaw from scratch.