Our Services

We help Funeral Homes increase revenue with our 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 Mission at Envision

Our sustainable, long-term program focuses on making every one of your staff members a top performer. We generate cost effective high quality leads resulting in higher contract averages, better persistency, lower average age, and more satisfied customers.

Service Overview

Envision Strategic Partners makes preneed easy. We ensure successful pre-planning programs. We handle recruiting, training, 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. Our CRM tools and automated messaging easily keep track of every lead until they are ready to sit down and meet. We also help you build lasting loyalty through our outstanding aftercare program. With our partnership with Homesteaders Life Company, we ensure you are offered the best insurance products with excellent commissions and unmatched team support.

A geometric flower shape formed by overlapping blue circles, with a dark blue, six-petaled star at the center.
  • 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.
  • 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
  • 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.
  • 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