Perfecting the AI-Generated Letter

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A critical component was the AI-generated letter feature. Before implementing the AI technology, we first practiced writing these letters ourselves to understand the nuances and emotional elements that needed to be captured. This helped us design better prompts and systems for the AI implementation.

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Designing for Guided Interaction

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The platform was intentionally designed as a facilitated experience, where either a funeral director or insurance agent would sit across from the planner, guiding them through the questions and process. This design decision acknowledged that funeral planning is a sensitive topic that benefits from human guidance and expertise.

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Testing in the Real World

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After developing a working prototype, we tested it with real users and received exceptionally positive feedback. The initial build included:

• A user-friendly interface designed for facilitated interaction
• Thoughtful question sequences that helped planners consider all aspects of their wishes
• AI-powered letter generation that captured both emotional intentions and practical instructions
• A streamlined insurance checkout process that felt less like selling insurance and more like completing a meaningful plan
• Comprehensive documentation that served as both emotional keepsake and practical guide for families

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Early Strategic Insights

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Our original go-to-market strategy focused on selling directly to funeral homes, but we quickly realized they were often too busy with day-to-day operations to prioritize a proactive sales approach. This insight led us to pivot our distribution strategy toward insurance agents and agencies who were eager for better tools to enhance the customer experience.

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Technology with Heart

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The final build balanced technological innovation with human empathy, creating a platform that transformed a typically transactional process into a meaningful experience for everyone involved.