The ProActive Preneed Model

Overview
Recruiting
CRM
FPC
Lead Generation
Web Portal
Market Analysis
Sales Management
Reporting

By using our program, partner funeral homes not only grow their preneed business, but also increase their visibility in their community, which raises market share and, often, at-need case volume. Our partnership is based on a shared belief that all families can benefit from prearranging their final wishes.

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Reach More Families

Precoa helps its partner funeral homes serve more families in their communities. Our diverse array of lead generation tools and resources are backed by training, refined by continual testing, and are proven to increase preneed business.

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Lead Generation
Market Analysis
Counselor Recruiting

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Maintain Lasting Relationships

Precoa utilizes the best lead management systems in the preneed industry. We put your agents in front of more families and help them maintain lasting relationships. Every lead is carefully tracked and developed appropriately.

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Relationship Management
Funeral Planning Center


On-Site Sales Support Always Available

With the support of the home office account managers, Precoa’s regional sales consultants provide your preneed agents with expert, on-site management and training. They’re also available to your firm anytime to offer professional sales solutions.

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Web-based Management
Sales Management
Effective Reporting

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A Smart, Safe, and Secure Product

Our exclusive insurance product is funded through a century-old mutual company and designed to protect your future through an industry-leading growth rate. You’ll also reach more families with our convenient payment options and wide age range.

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Product