National Resources,
Neighborhood Care

People love the idea of pre-planning, but for most, there’s no urgency to confirm their plans and arrange finances. Precoa's ProActive marketing approach bridges the gap between theory and action. We help you share the why of funeral service, connecting your families to something they already believe in, while saving you time in the process.

The ProActive Approach

Our ProActive Preneed® system is built on a foundation of proven awareness programs designed to help you expand your market presence and enrich more lives in your community. Each component of the ProActive model connects seamlessly, allowing you to serve and educate families like never before.

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Funeral Planning Center

Kind. Knowledgeable. Professional.

Our caring, professional planners allow your counselors to spend less time scheduling appointments and more time doing what they do best – sharing the importance of preplanning with families in your community.

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Counselor Recruiting

Source. Evaluate. Interview.

Your preneed agents are your first points of contact in your community. Our recruiting services help you find compassionate and qualified individuals who build lasting relationships with the families you serve.

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Relationship Management

Simple. sophisticated. Accurate.

Through our Customer Relationship Management (CRM) system, Precoa works to contact and build a relationship with every family in your community that has an interest in preplanning. The CRM logs every appointment, action, and follow-up. No one falls through the cracks.

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Lead Generation

Researched. targeted. tested.

We offer a diverse array of proven lead generation programs and are continuously working to develop new methods to help you reach more families in your community and grow your business.

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Sales Management

Train. Mentor. Support.

Our regional sales support professionals provide expert on-site management and mentorship for your preneed agents while actively working to make your preneed business the best it can be.

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Effective Reporting

Clear. Insightful. valuable.

Keeping an eye on the growth and success of your preneed business is easier than ever with Precoa’s comprehensive reporting system. Our daily and monthly reports provide total analysis of your preneed team.

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Web-based Management

Schedule. Manage. Report.

Our innovative Web Portal is the preneed activity hub where counselors manage their calendars, track results, polish their skills, and much more, making them more engaged, effective, and successful.

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Market Analysis

Identify. plan. implement.

Our success in diverse markets from coast-to-coast has given us the expertise to find the best opportunities for growth in your community and see your market like never before.

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Financial Strength and Stability

Our exclusive insurance products are funded through a pair of mutual companies with unsurpassed financial strength and stability. Both NGL and the Physicians Mutual family are dedicated to your preneed success, offering outstanding customer service, convenient payment options, and products serving a wide age range to help you heal more families in your community.

*National Guardian Life Insurance Company is not affiliated with the Guardian Life Insurance Company of America, a/k/a The Guardian or Guardian Life.

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Let’s take preneed beyond the policy.
Partner With Precoa