Preneed Partners you can trust.

How We Make Preneed Easy...

gain market growth

We help Funeral Homes increase revenue with our top-performing pre-need sales and marketing programs. We are a preneed company that understands the value of relationships. By focusing on developing people, sales naturally increase. Our sustainable, long-term approach focuses on making every one of your staff members a top performer. We generate cost effective high quality leads resulting in higher contract averages, less cancellations, lower average age, and more satisfied customers.

Service Overview

Envision Strategic Partners makes preneed easy. We ensure successful pre-planning programs with consistent year over year growth. We handle recruiting, training, lead generation, and motivating your sales team so they perform at their very best. We bring families to your door by organizing community events, mailing targeted flyers, and building strong local connections as well as many other lead-generating activities. Our customized CRM enables counselors to work smarter and be most effective. We also build lasting loyalty through our outstanding results driven aftercare program.

GROW YOUR business➝

• Increased market share and guaranteed future clients by doubling your preneed.
• Multiple lead generating activities including, successful community events, aftercare, social media, etc.
• Insurance products that decrease or eliminate future shortfalls.
• Growing the right way without pressure which limits dissatisfaction and cancellations.
• Stay in touch with your families with our engaging CRM tools to nuture every lead.
  

RESULTS DRIVEN AFTERCARE ➝

• Every family deserves genuine aftercare and support beyond the service.
• Grief and Healing support.
• Resources to simplify settling your loved one’s affairs.
• Thorough aftercare checklist to help families move through the next steps, including:
• Financial Affairs
• Legal and Administrative
• Property and Household
• Digital Affairs

COMPREHENSIVE Recruiting, TRAINING & DEVELOPMENT ➝

• Best Consultant Training in the industry.
• We spend time with each member of the sales team with a hands-on approach.
• Access to our full library of training videos.
• Weekly team training calls.
• Training on relationship focused prospecting and presentation.
• Attract and hire the best sales talent in the profession.

Community engagement➝

• Host  Community Events, in person lunch & learns, senior movie events, senior living presentations, and other networking opportunities.
• Use social media ad campaigns to target the right audience
• Our CRM uses text messaging, email campaigns, ringless voicemail to keep each contact engaged
  

What Our Partner's Are Saying

Expert Preneed Advice

Discover actionable strategies and industry insights designed to elevate your preneed program. Building a successful preneed strategy is essential for securing your funeral home's future and serving families long before their time of need. Explore our latest articles and resources tailored to help you connect with your community, streamline your sales process, and drive lasting growth for your business.