Precoa, the largest preneed marketing organization in the country by sales, has unveiled a groundbreaking new preplanning platform at the 2025 National Funeral Directors Association International Convention and Expo.
Sales Studio turns every preneed appointment into a powerful, personalized experience that helps families see the value and meaning of a well-planned funeral. Drawing from a 20-year data lake and best practices from the nation’s top-performing preneed sales professionals, the platform is designed to result in stronger plans and higher close rates while also including essentials like one-click signatures and instant submissions.
“When Advance Funeral Planners sit down with a family, that’s a special moment,” said Brian Whittecar, Precoa senior vice president of sales. “Sales Studio was built to foster connection and make that moment consistently meaningful so that families can make more informed choices and design the right plans.”
For more than two decades, Precoa has been improving and optimizing every stage of the preneed experience for families, Advance Funeral Planners, and funeral homes. The consumer journey can take months of quality outreach and nurturing before families are ready to commit to a preneed appointment. Sales Studio builds on those connections and deepens them by building value and providing guidance that leads to more meaningful funerals.
“Sales Studio is really about transforming how people understand and value funerals,” said Trevor Winn, Precoa vice president of sales. “It gets to the heart of what’s often a challenging topic for families, giving them the clarity and confidence to create more thoughtful plans and embrace the power of connection after a loss.”
Sales Studio comes complete with the following innovations:
- Guided presentations and shopping carts that make choices feel personal
- Customized General Price Lists, merchandise, and pricing
- Autofill forms and instant submissions
- Multiple plans can be created at the same appointment
- Fully branded for funeral homes
- Digital experience based on proven best practices from top producers
- Compliance with all state and insurance regulations
- Online and offline capabilities
- Millions of preneed data points infused in every step
- Seamless integration with Precoa’s entire tech stack
Learn more at Precoa.com
