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Pre-Need & Payments

Precoa

Full-service preneed marketing and sales program (Proactive Preneed) that generates leads, staffs a Funeral Planning Center, and sells preneed funeral contracts on behalf of partner funeral homes.

Pre-needPreneed marketingLead generation

What funeral homes use Precoa for

  • Outsource preneed lead generation and appointment-setting to a dedicated planning center
  • Launch multichannel preneed marketing campaigns without building an in-house sales team
  • Track and report preneed sales performance across multiple funeral home locations

Research notes

No AI features confirmed on official site; pricing and program terms are opaque and require a sales consultation. Confirm funding carrier, contract terms and long-term commitment before signing a preneed marketing agreement.

Before you choose

  • Ask for a demo using your own workflow.
  • Confirm total costs, integrations and staff training.
  • Check privacy, consent and ownership of family data.
Official source checked 2026-10-13

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