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Precoa

Preneed sales and marketing provider

Overview

Precoa helps families plan ahead for funeral and memorial costs through preneed sales and marketing. They partner with funeral homes to offer preneed policies and related education, guiding families through the process so they understand and prepare for meaningful ceremonies during loss. The product works by collaborating with funeral homes to present and sell preneed plans to families, making planning accessible and aligned with ritual and healing. What sets Precoa apart is its national leadership in preneed marketing and its focus on the broader healing journey, not just selling policies, emphasizing meaningful connection and ceremony as part of the grieving process. The company’s goal is to positively impact American families by enabling preparation for loss and supporting healing through meaningful rituals and gatherings.

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About Precoa

Simplify's Rating
Why Precoa is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Social ImpactHealthcare

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Portland, OR

Founded

2003

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Simplify Jobs

Simplify's take

What believers are saying

  • Precoa hosted 42 new Million Dollar Producers in Portland on October 14, 2026.
  • Revelio shows 474 employees and 71 2026 job postings, signaling expansion.
  • Precoa said CloudSync’s August 2026 rollout succeeded, indicating product adoption and stickiness.

What critics are saying

  • Web Portal, Precoa Mobile, and Sales Studio go offline November 13-16, 2026.
  • Duplicate RSVPs and inaccurate data during migration can disrupt appointments and commissions immediately.
  • If sales systems fail, Precoa’s preneed pipeline stalls and funeral-home partners lose confidence.

What makes Precoa unique

  • Precoa owns the highest concentration of Million Dollar Producers, with 475+ top sellers.
  • CloudSync and Sales Studio let Advance Funeral Planners continue appointments across devices offline.
  • Everplans acquisition broadens Precoa beyond sales into digital life-planning and family follow-through.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Life Insurance
  • Paid Vacation
  • Paid Holidays
  • Parental Leave
  • Flexible Work Hours
  • Remote Work Options

Company News

Connecting Directors
Oct 23rd, 2026
Precoa named Top Workplace by The Oregonian for 15th consecutive year.

Precoa named Top Workplace by The Oregonian for 15th consecutive year. Precoa, a national provider of preneed sales and marketing services, has been named a Top Workplace by The Oregonian and OregonLive for the 15th consecutive year. Precoa is one of only two companies to receive the honor every year since the recognition program began. Administered annually by research firm Energage, the Top Workplaces award surveys thousands of Oregon workers regarding job satisfaction and ranks regional employers based on employee feedback. "Everything that makes Precoa special starts with our people," said Michael Hornibrook, Precoa CEO. "They're the ones who bring our culture to life, push us to keep getting better, and show up for families and our funeral home partners with genuine kindness and care. Every one of these awards belongs to them." Operational milestones and company culture. Through Precoa Pro, the flagship implementation of its ProActive Model, Precoa helps families arrange meaningful funerals before the time of need. The company recently reached a major milestone by helping prearrange services for more than one million families, supporting its overall vision to expand advance funeral planning nationwide. The company credits its operational performance to Precoa Life, a culture model based on the core principle that people are the primary purpose. The framework is built on three core values: acting in kindness, pursuing continuous growth, and delivering results-focused craftsmanship. "A thriving culture starts with the everyday choices people make, and over time those choices add up to a place where people are excited to connect and grow," said Michelle Reyna, senior director of People Operations. "For fifteen consecutive years, this award is still a reflection of just how much our people care about what they do and about one another." About precoa. Precoa is a preneed insurance provider known for its marketing, lead generation, and appointment-setting program, ProActive Preneed(R). To learn more about company culture or explore career opportunities, visit precoa.com/careers.

Connecting Directors
Sep 15th, 2026
Precoa welcomes 42 new Million Dollar Producers to Portland Home Office.

Precoa welcomes 42 new Million Dollar Producers to Portland Home Office. We believe that every funeral director should have the tools to succeed. With the help of our field-leading partners, we publish daily funeral industry news and provide free tools to help our readers advance their careers and grow their businesses. Our editorial focus on the future, covering impact-conscious funeral care, trends, tech, marketing, and exploring how today's funeral news affects your future. PORTLAND, Ore. - Precoa, a leading preneed funeral planning provider, recently hosted 42 new Million Dollar Producers at its corporate office in Portland. The inductees join an elite group of more than 475 Advance Funeral Planners who have individually generated $1 million or more in preneed sales within a single year, representing the highest concentration of top-tier producers in the funeral profession. The annual trip serves to recognize the dedication required to guide families through proactive funeral planning. "These are among some of the most talented Advance Funeral Planners in the profession, and they form deep connections with families while guiding them through the experience of creating a meaningful plan," said Brian Whittecar, Precoa senior vice president of Sales. "Our Pro model is built around supporting them so they can focus on making an impact, and we're grateful for the opportunity to honor them during this trip." Fostering Community and Core Values The gathering blended business recognition with team building, emphasizing Precoa's core values of Progression, Kindness, and Craftsmanship. The 42 newly recognized producers joined Precoa leadership to explore the Pacific Northwest, attended an All Hands Meeting at the Portland Home Office, and gathered for a celebratory dinner alongside networking opportunities with fellow sales leaders. "When we celebrate or honor our AFPs, we're focused on creating unforgettable experiences, the kind they'll talk about for years to come," said Jessica Gold, director of Experience. "It's about showing our partners that we see them, value their contributions, and are invested in their long-term success." Building a Support Ecosystem for High Performers Precoa attributes its high concentration of top-performing AFPs to a specialized support infrastructure. The company continues to refine its lead generation channels, engagement follow-up systems, continuous coaching models, and integrated technology stack, which features tools like Sales Studio and Everplans for family planning. This approach creates a collaborative environment where top planners exchange best practices across Precoa's partner funeral homes nationwide. Through events like the annual recognition trip, Precoa reinforces its commitment to serving families, partner funeral homes, and field sales teams. "What separates Precoa's Advance Funeral Planners from others isn't luck - it's commitment, support, and access to proven systems," added Trevor Winn, Precoa senior vice president of Sales & Strategic Field Operations. "Our role is to equip them with the technology, resources, and coaching they need to succeed, then celebrate them when they do." About Precoa Precoa is a national preneed sales and marketing company that partners with leading funeral homes to grow their market share and help families plan ahead. Media inquiries may be directed to Benjamin Dashley at 574-300-9333 or [email protected].

Connecting Directors
Aug 13th, 2026
Precoa celebrates success of CloudSync for Sales Studio.

Precoa celebrates success of CloudSync for Sales Studio. We believe that every funeral director should have the tools to succeed. With the help of our field-leading partners, we publish daily funeral industry news and provide free tools to help our readers advance their careers and grow their businesses. Our editorial focus on the future, covering impact-conscious funeral care, trends, tech, marketing, and exploring how today's funeral news affects your future. PORTLAND, Ore. - Precoa, the profession's leader in preneed funeral planning, is proud to announce the release of CloudSync for Sales Studio. The powerful new feature for Precoa's comprehensive digital preplanning platform enables Advance Funeral Planners (AFPs) to seamlessly pick up any appointment where they left off - across devices, across days, and even without an internet connection. "With CloudSync, I can help families no matter where I am. Everything I need is right at my fingertips," said Jack George, Advance Funeral Planner. Last October, Precoa revolutionized the preneed appointment experience when it took best practices from top-performing AFPs, including its high concentration of Million Dollar Producers, and wove it together with preneed data to build a platform designed to result in stronger plans and higher close rates. Sales Studio, released at the National Funeral Directors Association International Convention & Expo in Chicago, gives AFPs a consistent, proven way to connect with and educate families on the value of ritual, ceremony, and gathering after a loss. With CloudSync, every detail of a family's planning appointment, from initial questions and selections to shopping carts and signed contracts, is securely saved and synced to the cloud. Families never have to repeat themselves, and AFPs never have to start from scratch. When an AFP returns for a follow-up visit or to collect a signature or payment, the full plan is ready and waiting. "It's wonderful to know everything that I've discussed with families is right there when I need it," said Anaili Diane Hernandez, funeral director and Advance Funeral Planner. "Sales Studio was already an essential tool that made a huge impact on how I present to families, and now it's even easier to access all the information we need." CloudSync not only adds to Sales Studio's functionality but also makes the experience of connecting with families even more seamless. "A great experience begins before the first question is asked," Precoa Chief Growth Officer Tyler Anderson added. "From marketing messages that truly resonate with families to scheduling specialists setting quality appointments, everything builds to that moment when AFPs can connect with families and help them put an intentional plan in place. Sales Studio allows those connections to run even deeper, and CloudSync makes the whole experience even smoother." Precoa continues to improve and fine-tune Sales Studio based on ongoing feedback from the AFPs who use it every day. With the foundational platform now firmly established, the team is focused on adding new capabilities to further elevate the experience for AFPs and families alike. Cloudsync is available to all funeral homes and Advance Funeral Planners using Sales Studio. If you would like to learn more about Sales Studio and Precoa Pro, visit precoa.com/trio. 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(R). 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.

CityBuzz
Oct 16th, 2024
Precoa Acquires Everplans for Enhanced Services

Precoa, a leading preneed insurance sales and marketing company, has acquired Everplans, a digital life-planning platform. This strategic merger aims to enhance end-of-life planning services by integrating Everplans' technology, known for its security and comprehensive planning tools. The acquisition aligns with Precoa's mission to improve preneed experiences for families and funeral homes. Everplans' co-founder, Abby Schneiderman, sees this as an opportunity to expand their platform's reach.

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