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Clear. Insightful. Valuable.

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Effective Reporting

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 offer you x-ray vision into the work and process of your preneed team.

With the ability to see appointment history, lead generation numbers, and counselor success rates you can remain informed and up-to-date on everything that’s happening. Coupled with our full-time account management team, you’ll have all the resources you need to ensure your families are being served to the best possible level.


Tom Belford, Owner
John A. Gentleman Mortuaries & Crematory
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I can see the results of each counselor; I can see the location results. I want to make sure that we’re giving enough attention to each of our locations. Tom Belford