Testimonials from Partners

“I knew we were missing out on preneed opportunities. The results we are seeing have exceeded our expectations. We are so glad that we joined your team.”

"The Envision Team has been a fabulous Third Party PAF Partner for us at Fidelity Memorial Group. They operate like a seamless internal department and are a full-service soup to nuts entity. Together we have identified the proper staffing and preneed culture that we wanted to create with our funeral homes and Envision has been a pleasure to work with in making it all a reality. They handle the recruiting, support the new hires through the initial licensing and training, coordinate marketing and personal prospecting plans as well as provide the appropriate accountability that is needed for our PAF Reps to excel. Our preneed funeral sales have been on an upward trajectory since the start of our partnership in 2023."

“Before working with Envision Partners, pre-need was the biggest hole in our business and we simply handled what came in the door. Within two years of partnering with them, we have managed to quadruple our pre-need volume. They provide the marketing, encouragement, and motivation our Pre-Need Specialist needs to succeed. They are a great partner and I highly recommend them.”

"Working with Envision has allowed us to seamlessly move our families from After Care to Preneed. It has allowed our Funeral Directors to easily transition their families to the Aftercare Specialist, allowing them to build relationships that lead to funded preneeds. We have seen tremendous results! Along with that, the Envision Team is always available and willing to work with our Funeral Home to customize the program to fit our needs."

"Envision and their team have been a true game-changer for our group of funeral homes. Their hands-on support for our sales team, combined with a practical and effective marketing system, is delivered with genuine care. Their guidance has helped us strengthen relationships, serve more families, and grow our revenue with confidence."

"When I took over ownership of my existing organization, I already had 10+ years in Pre-Need sales experience plus an additional 15+ years in sales and marketing leadership from a previous career.  The organization I took over didn’t have a pre-need program and I decided to start it and run it myself. Quickly I discovered that I took on too much. Over a one year period I was unsuccessful trying to find a company to help me manage/build my pre-need program. Fortunately I met West and his Envision team at the NFDA conference in Chicago. I started out very leary because I was given the same “pitch” of how great they are that I already heard by multiple other companies that failed miserably. Fast forward 2 years later and working with Envision was the best decision I’ve made. West and his team are PHENOMINAL! Our pre-need program continue to make tremendous strides showing considerable increases each year. Working with the Envision support staff and leadership team has been a very positive experience for me and my entire team. You won’t regret allowing Envision to take over your pre-need program as they will definitely take it to a much higher level."