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Home Professional Guidance & Resources Preneed & Sales

Precoa’s Funeral Planning Center kicks off 2026 with record appointments 

CDFuneralNews by CDFuneralNews
October 14, 2026
in Preneed & Sales, Professional Guidance & Resources
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Just five days into the year, Precoa’s Funeral Planning Center set a record number of appointments in a single day. 

On January 5, 2026, more than 110 of Precoa’s Scheduling Specialists set 895 appointments with families who expressed interest in preplanning through one of Precoa’s multichannel lead generation programs. That single-day record is 206 more appointments than the previous best, with 525 total appointments coming from just 35 Specialists alone. 

These impressive results came from a well-coordinated appointment push to help families take the next step toward a prearranged funeral. Through the deep empathy, kindness, and persistence of Precoa’s FPC team, more families will have an opportunity to put an intentional plan in place with leading funeral homes across the country. 

“Our team is made up of so many caring, talented individuals,” said Matt West, associate vice president of the Funeral Planning Center. “They create authentic connections on behalf of funeral homes, and their blend of consistent support and guidance can’t be replicated. I’m so proud they set this record, but even more proud of their dedication to helping families.” 

Following up with families interested in preplanning requires both a customer-focused approach and the ability to drive prospect conversion. Through ongoing training, coaching, and results-based incentives, Precoa’s FPC teams are committed to delivering quality experiences for the days, weeks, or months it takes before some families are ready to set an appointment. 

Not only did Precoa’s Funeral Planning Center set the standard for preneed appointment setting in the profession, but it is also at the core of Pro, the company’s complete system for generating quality leads, setting appointments, and prearranging families. Through connection and nurturing, the FPC bridges the gap during a critical stage of the preneed journey so that interested families don’t fall through the cracks and Advance Funeral Planners can do more of what they do best: help families prearrange meaningful funerals. 

— 

Known for its fun, upbeat culture, and 14 consecutive Top Workplace awards, Precoa is a leader in the preneed insurance industry. Precoa provides an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Precoa’s culture commitments to their employees include the ability to live happy, fulfilling lives, develop lifelong friends, accomplish meaningful work, discover and unleash their true potential, and laugh and enjoy the journey together.

To learn more about Precoa and our values-driven workplace, please visit precoa.com/values or www.linkedin.com/company/precoa/life/connection/

CDFuneralNews
CDFuneralNews

The Connecting Directors newsroom. Reporting on the people, businesses and ideas shaping funeral service.

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