Inside Sales Support Representative

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].

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.