Our Services - We Make Preneed Easy
Envision Strategic Partners offers everything your organization needs to offer Preplanning Services. We are a preneed company that understands the value of relationships. By focusing on developing people, sales naturally increase. Our sustainable, long-term program focuses on making every one of your staff members a top performer. We generate cost effective high quality leads resulting in higher contract averages, better persistency, lower average age, and more satisfied customers.
We help Funeral Homes and Cemeteries increase revenue with our top-performing pre-need sales and marketing programs.
Our passion is to inspire people. With culture, care, and innovative solutions, we create growth, lasting relationships, and peace of mind for families and funeral homes. We serve with love and integrity.
Recruiting, Development and Motivation of Preneed Staff
We will hire and train the right people who are hard-working and self-motivated. Our sales management team will keep the team motivated with personal accountability and ongoing cash incentives and bonuses. We keep sales counselors engaged and inspired.
Training and Development
From hands on support, to in-person workshops, we spend sufficient time with each member of the sales team in training. With access to our full library of training videos and Weekly Team Training Calls, the training never stops!
Social Media Marketing & Lead Generation
We will utilize Facebook to create strong engagement with your brand. We invest $300-$500 per month in ad campaigns for lead generation and to pre-register participants in community events.
Funeral Decisions CRM & Innovative Technology
We utilize the best technology in the industry for tracking each lead to ensure it is worked properly. Our CRM deploys text messaging, email campaigns, ringless voicemail & auto-nurturing to keep each contact engaged until they are ready to meet for a pre-planning appointment.
Virtual and In-Person Community Events
We will market and execute a community event every month. This will include online seminars, in person lunch & learns, senior movie events, senior living presentations, and other networking opportunities.
eFuneral for Online At-Need & Preneed Sales
As part of Homesteaders Solutions we will develop a “white label” website where client families can plan and pay for both at-need and pre-need funeral and cremation arrangements.
Aftercare for the Digital Age
As part of Homesteaders Solutions we will reach out to aftercare families with thoughtful text messages. Your families will have full access to online grief support.
Homesteaders Life Company Insurance Products & Support
We work exclusively with the most preferred preneed funeral insurance company. HLC provides the best products with competitive growth & commissions. Annual sales counselor incentive trips are rewarded to qualifying sales counselor. HLC is best of class with customer service as well as funeral home & agent support. Atneed insurance claims are easy with 24-hour direct deposit or their ‘Insta-Claim Checks’.
Digital Lead Nurturing
Our automated digital lead nurturing program allows you to stay in touch with potential client families by engaging them with educational content, allowing them to "raise their hand" when they are ready and interested in learning more.
Additional 5-Star Google Reviews
Through text messaging we will ask families who have shared a positive experience to leave a google review. Many of our clients receive 10 or more 5-star reviews each month. This increases SEO and helps you stand out ahead of your competition.
T.R.U.E. Aftercare: 9-Step Family Follow-Up
During the at-need arrangement conference we will gather the names of all immediate family members. Everyone in the family will receive a link to the online obituary, a physical condolence card, aftercare letter, preneed savings certificate & one-year anniversary card. These steps keep each family member engaged and loyal to your brand.
Targeted Direct Mail
After completing a Market Sales Analysis, we will deploy direct mail to very specific geographics and demographics to ensure the highest return rate. Direct Mail is a supplement to other lead generation efforts and never meant to be the only viable lead source.
Higher Growth Rates for Future Security
Homesteaders growth rates are very competitive and help to eliminate unnecessary short falls at the time of need. Current growth rates for the Assurance Active Product pay up to 1.5%, which beats most other growth rates offered by our competitors.
Matthews-Aurora Casket Price Protection
Funeral homes who have contracts with Matthews-Aurora are eligible for casket price protection. When selling a Matthews-Aurora casket or urn on a Homesteaders policy you lock in the current wholesale price of the merchandise. You may also be eligible for an additional 2% discount if you are exclusive with Matthews-Aurora. The casket price protection adds an estimated 1% of growth, bringing total growth to 2.5%.
High Commissions for Counselors and Funeral Homes
The best way to retain quality sales counselors is to pay them higher commissions. The sales staff will receive a very competitive commission while still leaving room for funeral homes to earn commissions. In addition to higher commissions we will pay monthly volume bonuses when production exceeds $60K.
Help & Support with Preneed Cemetery Sales
Clients who also own and operate a cemetery, will receive additional sales and marketing support with increasing preneed property sales. Funeral Sales Counselors will also be licensed and trained to sell cemetery property.
Local Sales Management & Home Office Support
Our team stands ready to assist with all your preneed sales and marketing needs. Our full-time staff can assist with graphic design, marketing, phone support, funeral home operations, virtual one-on-one training, team building & just about anything funeral and/or cemetery related.
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