As the managing director of a successful firm, Jan Smith’s top priority has always been to provide outstanding at-need service to the families in her community. Like many funeral directors though, Jan knew that she needed a consistent, high quality preneed program to help better serve her clients and grow her business.
After a careful examination of her firm, Jan said she realized that she didn’t have the support and resources necessary to oversee an elite preneed program alone. She needed to find a partner that would ensure the outstanding quality, consistent service, and seamless operation of the preneed arm of her company to match its already stellar at-need service.
“I heard from many friends in funeral service about the success they experienced with Precoa,” Jan said. “After talking with several preneed companies, it was obvious that Precoa was hands down the company of choice.”
Jan said that the success of Precoa’s Funeral Planning Center and direct mail program were the biggest factors in her decision.
“Their direct mail program with follow-up by the Funeral Planning Center is priceless,” she said. “Direct mail is only as good as the returns and follow-up from the mailing. Precoa ensures that this follow-up is always consistent.”
With the professionals in the Planning Center handling much of the follow-up and prospecting phone calls, Jan said her preneed specialists have been free to do more of what they do best – meeting with families to plan their final wishes. The partnership has had a remarkable impact.
“We almost doubled our preneed sales in one year with Precoa,” she said. “We have a consistent program that is executed 12 months a year by a team of professionals, no matter how busy we get. It’s comforting to know I can focus on the ‘now’ of our business, while they help me create the future.”
One year later, Jan said she’s now the one fielding calls from peers that are looking to build an elite preneed program. With the success she’s experienced with Precoa, it’s an easy endorsement for her to give.
“Precoa has turn-key programs that are easy to implement and every Precoa team member I have met has been extremely professional and supportive,” she said. “With Precoa, it’s not just about the ‘product’ of the funding vehicle or the latest marketing campaign for preneed, it’s about a consistent program that’s proven to achieve results.”